Case study

Smart Installers Operating System

An internal platform built for the founder's own installation company — quoting, contracts, invoicing, time tracking, and per-job profit dashboards.

Section 01 · The problem

What was actually breaking before we touched it.

01

Estimates lived in one tool, contracts in another, invoices in a third — and reconciling them was a weekly fire drill.

02

Job-level profitability was theoretical until long after the work was done.

03

Field crews and office staff were operating off different versions of the same job.

The shape of what we built
data pipeline · live
01
Quote
Margin-aware
02
Contract
E-sign in thread
03
Schedule
Crew · materials
04
Invoice
Auto-billed
05
Reconcile
Live profit
+ resilient retries+ proxy rotation+ scheduled refresh+ change detection
Section 02 · The system

What we built and how it works.

01

A single quote → contract → invoice thread per job, with all parties seeing the same source of truth.

02

Time tracking tied directly to jobs and materials, not to a separate payroll silo.

03

A live profit dashboard that reflects margin while the job is still in motion.

04

Owner-level reporting that aggregates the whole pipeline without any spreadsheet stitching.

Section 03 · The impact

What changed for the operator.

01

Quote-to-invoice cycle time dropped because the data didn't have to be re-entered three times.

02

Margin problems surfaced during the job, not after — and could actually be fixed.

03

Office and field finally operated off one version of the truth.

Tell us what's broken.
We'll tell you what to build.

A 30-minute call. No pitch deck. We map the workflow you're trying to fix and tell you straight whether we're the right team for it.