How it works

Live on your real jobs in about two weeks

No six-month implementation, no consultants on site. We set the portal up around the way your team already works.

  1. 01Day 1

    Discovery call

    Twenty minutes on how your jobs actually run today — who touches which document, where things stall, what clients ask for most.

  2. 02Week 1

    Portal build

    We stand up your portal: company branding, project structure, roles for office, field and clients, plus your forms and templates.

  3. 03Week 2

    Document import & training

    Your existing files are imported into per-project sets. Then two short sessions — one for the office, one for the field.

  4. 04Ongoing

    Live & supported

    You go live on active jobs. We stay on hand for questions, and review your workflow each quarter as the business changes.

Start with the discovery call

Bring one messy project. We'll show you what it looks like inside the portal.