Back-office support for specialty trades contractors.
Trade contractors live or die on bid volume and service throughput. Both are capacity problems, and both are usually solved by adding admin rather than adding estimators.
Results in this sector
Software we staff for
- PlanSwift
- STACK
- ServiceTitan
- Sage 300 CRE
- BuildingConnected
What breaks first in specialty trades work.
If none of these describe your business, a package here is probably premature. If two of them do, it pays for itself on the first one.
You are declining bid invitations
Not because the work is bad, but because there is no time to take it off. Every declined invitation is revenue you already had access to.
Estimators are measuring, not pricing
Your most experienced person is spending their day counting devices. That is the highest-cost way to do the lowest-judgment task.
Service dispatch competes with project work
The same office staff handle both, so whichever is louder that morning wins.
Roles specialty trades clients start with.
Ordered roughly by how often they are the first seat. Most clients begin with one and add a second within two quarters.
Estimating Support
Accurate estimates that help you win more jobs
PlanSwiftBluebeam RevuSTACKEstimating SupportBusiness Development Support
Find, pursue and close more opportunities
HubSpotSalesforceBuildingConnectedAdd-on serviceAccounting Support
Financial tracking and reporting built for construction
Sage 300 CREFoundationQuickBooksFull Back OfficeAdministrative Support
Reliable back-office support for busy contractors
Microsoft 365myCOIHubSpotOperations Support
Your drawings, contracts and payroll are not casual data.
Bid documents and financial records carry real exposure. Six controls cover it — and we say plainly what we have not finished.
SOC 2 Type I attested
Type II observation window under way
CIS Level 2 devices
Company-managed, encrypted, monitored
Identity verified
ID, degree and employment checked before hire
Your tenant, your log
Drawings and bids never leave your systems
Credentials vaulted
Never in email, chat or browser autofill
NDA by default
Signed as a condition of employment
What contractors in this sector ask.
Including the cases where we tell people to wait.
Not covered here? Ask us directly — a person answers, usually same day.
Build a back office for your specialty trades business
Tell us your volume and the software you run. We come back with a tailored package and a monthly figure, and our team starts inside a week.