Start with recurring quote, invoice, document and scheduling administration. All trades are welcome, with roofing, flooring and painting our main focus. Bookkeeping, websites and lead generation are optional services with separate scopes.
Prepare clear drafts and keep approved quotes moving.
Turn contractor-provided measurements, scope details and approved prices into polished quotation drafts, with independent AI-assisted review and final contractor sign-off.
Let’s talk quotations See an example of this work →Full service details →Prepare contractor-approved invoices, send to intended customers and report available delivery or acknowledgement status. Contractors collect payments directly.
Let’s talk invoicing See an example of this work →Full service details →Follow up professionally on quotations you have already reviewed and approved.
Explore this service ↗See an example →Keep job records, recurring tasks and customer updates organized.
Organize insurance certificates, applicable WSIB clearances, licences, expiry dates and other contractor-supplied records. Receive timely status updates and renewal reminders.
Let’s talk documents See an example of this work →Full service details →Start with a limited task package, then expand to monthly administrative support. Scope, turnaround times and approvals are agreed before work begins.
Let’s talk admin support See an example of this work →Full service details →Help customers and contractors stay informed about agreed appointments and changes.
Explore this service ↗See an example →Keep receipts and recorded activity ready for your accountant.
Keep receipts, income and expenses organized in QuickBooks Online. Get routine transaction categorization, bank and credit-card reconciliation, and a clear monthly summary.
Explore plans from $199 CAD/month See an example of this work →Full service details →Help prospective customers understand your services and enquire.
Professional mobile-friendly contractor websites, service pages, enquiry forms and website maintenance so prospective customers can understand your business.
Let’s talk websites See an example of this work →Full service details →Support lead-capture pages, advertising campaigns, enquiry qualification and appointment booking. Advertising budgets and any third-party fees remain separate.
Let’s talk growth See an example of this work →Full service details →