We find where your margin disappears — and install the systems to stop it.
We map your operation, find where margin disappears, and install the dashboards, workflows, and agents that give leadership real visibility.
The diagnostic is free. Every gap gets a dollar figure.
Built for construction and trades · 20–200+ employees · PM-heavy operations · fragmented reporting · field-to-office visibility gaps
Margin doesn't disappear all at once. It leaks in layers.
Between estimating, field execution, reporting, billing, and closeout — every handoff is a place where money goes missing.
Estimating blind spots
8–12% of bid value
Bids go out without feedback from the last ten jobs. The same pricing mistakes get repeated because nobody closes the loop.
Reporting lag
18 day avg close cycle
PMs build reports manually. Controllers close on stale data. Owners rely on verbal updates. Nobody sees the same number at the same time.
Revenue left on the table
$23K avg uncaptured per job
Scope changes happen in the field but never become change orders. Billing packages lag behind production. Retention sits uncollected.
Audit. Install. Manage.
One process. We diagnose where margin leaks, build the systems that stop it, and refine them over time.
Diagnostic
We map how the business actually works — workflows, handoffs, reporting, systems, bottlenecks, and decision points. Every gap gets tied to dollars.
- Stakeholder interviews across leadership, PMs, and field
- Workflow mapping from estimate through closeout
- Quantified waste summary with dollar figures
- Prioritized systems roadmap — not a generic report
Install
We build your intelligence department — the dashboards, reporting systems, workflow logic, automations, and operational agents your business is missing.
- Job cost and margin dashboards
- PM reporting frameworks and management cadence
- Workflow automations and handoff structures
- Operational agents that reduce manual reporting load
Manage
We run and improve your intelligence department over time — refining reporting, tuning agents, adding new layers, and strengthening visibility as the business grows.
- Monthly operational reviews with leadership
- Dashboard and automation refinement
- Agent tuning and new system builds
- Quarterly strategic reviews
Real results from the field
$1.2M
waste identified
$1.3M
recovered year one
18→3
days to close
73%
PM time saved
$183K in annual waste identified in two weeks
Specialty mechanical contractor · 62 employees · $14.6M revenue
Problem
Three operational blind spots across estimating, labor tracking, and closeout.
Installed
Job cost dashboards, PM reporting framework, change order capture workflow.
Result
$127K recovered in year one. PM reporting time cut 73%.
“We knew margin was leaking but could never pinpoint where. The diagnostic laid out every gap with a dollar figure attached. The dashboards changed how we run weekly meetings.”
Mike R.
President, Specialty Mechanical Contractor
Ready to see where the money goes?
Two to four weeks. Every gap gets a dollar figure. Every finding points to a system that can be installed.
Free · Confidential · Two weeks · No pitch deck