Business systems for the field
We build custom digital systems for energy, construction, and trades companies. Your clients fill out a form, your team manages everything from a single dashboard. No spreadsheets, no guesswork.
We set up a custom client intake form and admin portal tailored to your company. New clients come in digitally, organized from day one. Your team manages them from one dashboard. You see the full picture: pipeline health, team activity, project status. It's built once, handed off, and it runs.
Branded to your company, deployed on your domain. Clients fill it out, data flows straight into your dashboard.
Every project, team member, and client in one place. Filter, search, assign, update. All real time.
This isn't a monthly subscription you're locked into. We build it, deploy it, train your team, and hand it over.
See how many active projects your team is working, who's in contract, and what's been completed. Track volume over time and identify which sources bring in the most business.
See where your active projects are geographically. Click any marker to pull up the full client profile with address, contact, status, and documents. Useful for routing field teams or just getting a bird's-eye view of your footprint.
Every client that comes through your intake form lands here. Filter by status, search by name, sort by date. Assign team members, add notes, move projects through your pipeline. Bulk actions let you update multiple records at once.
Click any record to open the full profile: contact info, location, service details, uploaded documents, and your team's notes. Update status, assign a team member, and move them through your pipeline without switching tools.
Instead of phone tag and paper forms, give prospects a clean, guided form they can fill out in minutes. It collects location, service type, property details, and documents, then sends everything to your dashboard automatically.
Enter your address to check service availability.
Select the type of auction for your property.
How should we reach you?
Each deployment is customized to the company's brand, industry, and workflow. Here are four live systems we've built.
Ideal needed a way for commercial property owners to request energy audits and auction services online. We built a multi-step intake form with address verification, document uploads, and e-signatures, connected to an admin portal their team uses daily.
Lunex was running everything through email and a shared Google Sheet. We replaced that with a branded client portal and a dashboard that lets their operations team track every account from intake through contract execution.
Atlas had a 12-person field team and no centralized way to track bids or active jobs. The owner now checks the dashboard each morning and can see exactly where every project stands, who's assigned, and what needs attention.
NorthPoint's service requests were coming in through phone calls, texts, and a basic website contact form. We consolidated all of that into one intake system and gave their dispatch team a clean dashboard to manage installations and service calls.
Every engagement starts with a free consultation. We scope the work, build the system, deploy it, and hand it off. You own it. Ongoing hosting and support is available but optional.
For small teams moving off paper and spreadsheets.
For teams that need the full picture: documents, maps, team management.
For multi-location operations or complex workflows.
Tell us about your business and how you currently manage incoming clients and projects. We'll walk through what a custom system could look like for your team.
