Is this an off-the-shelf app?
No. It's built for your process, and you own the build at payoff.
// Custom software & dashboards
Custom dashboards, CRM and portals built around your business.
When spreadsheets, text threads and three different apps are running the business, we build one system that fits how you actually work — with the right view for the owner, the office, the crew and the customer.
Who it helps
- Owners who can't see the whole business in one place
- Teams re-entering the same information in several tools
- Businesses with customers or staff who need their own secure login
Problems it solves
- Nobody knows which leads or jobs are stuck
- Reports take hours to pull together
- Everyone has access to everything, or nobody has access to anything
What you get
Owner dashboard with leads, jobs, money in and money due
CRM and custom pipeline stages that match your process
Reports you can filter and export
Customer portals and employee portals
Role-based access so each person sees only what they should
Connections to the payment, calendar and messaging tools you already use, where they allow it
Workflow automation between steps
How it works, start to finish
Example workflow
- 01
We walk through the process from first contact to paid
- 02
We design the stages, screens and who sees what
- 03
A working version is built on real (test) data for you to try
- 04
You approve each screen and permission level
- 05
Launch, train your team, then Build Care keeps it running
What runs automatically
- Records move between stages when the set trigger happens
- Dashboards and reports update as work comes in
What you approve
- Who gets access and at what level
- Any automation that sends money, contracts or messages to customers
Questions
Can it connect to my current tools?
Often, yes — it depends on what those tools allow. We check before quoting.
Why is Build Care required?
Running systems need hosting, monitoring and upkeep. Build Care covers that.
Related services