The stories below are composites: typical Ontario trades and GC situations and the kinds of outcomes teams aim for when they replace spreadsheets and group chats with a real system. Numbers are for illustration. Ask on a fit call if you want to talk about your shop specifically.
A three crew roofing company managing everything through group texts and a 2019 spreadsheet. Invoices were getting lost. Jobs were double booked. The owner was working 70 hour weeks.
Custom job tracking system, automated invoicing, crew scheduling app, and a real time dashboard.
Result: Outstanding invoices cleared within the first week. Payment cycles dropped from inconsistent to predictable. All three crews now managed from one dashboard instead of group texts.
A growing GC paying $1,800/month for Procore. Half the features didn’t apply. No WSIB tracking. No Ontario lien holdback management.
Custom platform with subcontractor portals, WSIB compliance per project, lien holdback tracking, and client facing progress dashboards.
Result: Eliminated a monthly platform cost that wasn’t earning its keep. WSIB compliance became trackable per project instead of per phone call. Subcontractor coordination moved from email chains to a shared portal.
Everything ran through one person. Scheduling, invoicing, client updates, payroll coordination. If she took a day off, the operation stopped.
Integrated scheduling and invoicing system, automated client communications, crew self service app.
Result: Scheduling, invoicing, and client updates no longer depended on one person’s memory. The team could operate normally whether the office manager was in or not.