Run the office from your truck.
I set up one simple system for your trade business that keeps customers, quotes, jobs and invoices in one place. Then you run it by asking, in plain English, from your phone.
Columbus and Central Ohio. Fixed-price setup, no per-user software fees.
Four things. The new lead came in from your website 20 minutes ago.
- Call Jordan Ellis about gutter cleaningWesterville · wants it this week
- Follow up on estimate E-1462$3,840 deck stain · sent 4 days ago
- Collect invoice INV-324812 days past due
- Confirm Thursday's install with the Patels
$45,480 collected, your best month since May. Gutter work is carrying it.
The admin that eats your evenings, handled.
The system watches for the things that slip when you're on a ladder all day, and puts them on your list before they cost you a job.
New leads land in one place
Website forms, calls and texts become a customer record and a "call them back" task. No more quotes lost in a text thread.
Quotes get followed up
If an estimate goes quiet for three days, you get a nudge with a ready-to-send text. Most "no"s are really "I forgot."
Overdue invoices get chased
Late payments show up on your list with the amount and how late it is, so collecting doesn't depend on remembering.
Repeat work gets scheduled
Maintenance plans and seasonal customers come back around on time: gutter cleanings, tune-ups, annual checks.
Happy customers get asked for reviews
A day after a job closes, you're reminded to send your review link while the customer still remembers your name.
Your numbers, on request
Ask "who owes me money" or "which jobs made the most last quarter" and get a straight answer with a chart, right in the chat.
From first call to running on its own.
Most businesses are up and running in two to three weeks. You keep working the whole time.
Walkthrough
30 minutes, free
We talk through a normal week: where leads come from, how you quote, what keeps you up at night.
Blueprint
Week 1
I map how your business actually runs and send a one-page plan with a fixed price. No surprises.
Build
Weeks 2–3
I set up your system, move over your customer list, and connect your website and accounting.
Run and refine
Ongoing
You use it for real. I adjust what doesn't fit and add the next automation when you're ready.
Why it's different from buying more software.
Nothing new to learn
You ask questions and give updates the way you'd text a good office manager. There's no dashboard to remember to open.
No license fees on top
You're not renting seats in someone else's CRM. Running costs are small, and you see exactly what they are.
Your data stays yours
Your customer list lives in your own private database. If we ever part ways, it goes with you.
One person who picks up
You work directly with me, from the first call to the day something needs changing.
See it working on a sample business.
Oakline Home Services is a made-up Columbus handyman company with a year of realistic history: 260 customers, quotes, jobs, invoices and reviews. I use it to show exactly what your setup would do.
- Fill out Oakline's quote form and watch the lead appear in the system
- Ask for the week's schedule, who owes money, or last month's revenue
- Tick tasks off right in the chat
Hi, I'm Kevin.
- Runs CRM and customer systems for a large company by day
- Builds for local trades in Central Ohio
- Plain English, fixed prices
My day job is leading a team that runs the CRM, contact center and marketing automation for a large company. The tools big businesses use to never miss a follow-up aren't magic. They're just set up well.
Most of the trade business owners I know are great at the work and buried in the admin: quotes in text threads, invoices sent late, the follow-up that never happened. They don't need a six-month software rollout. They need the same discipline, sized for a crew of three.
That's what I build. If a spreadsheet would serve you better, I'll tell you that too.
Tell me what's eating your time.
Send a few lines about your business. I'll reply within one business day to set up a free 30-minute walkthrough.