ServicesCustom Overhaul
One rebuild, delivered in stages.
When the problem is the whole patchwork, we hold a working session, then quote a Stage 1 that is complete and deliverable on its own: typically a new site, intake, a jobs board or CRM-lite, and the automations that connect them.
- Working sessionHow work moves todayDone
- Stage 1Site, intake, jobs boardQuoted
- Stage 2Recommended, not committedLater
- Monthly planBegins at the first handoffMonthly
What it ends
Five tools, three spreadsheets, and one person who knows how it fits.
Every tool is an island.
The ticket, the schedule, the invoice, and the customer live in different places and are joined by retyping.
It depends on one person.
The system is whoever built the spreadsheet. When they are out, so is the answer.
A big rebuild is a big risk.
Nobody wants to stop the business for six months to find out whether the new thing works.
How it runs
Custom Overhaul
A working session
We map how work comes in, gets done, and gets paid, and write down what Stage 1 is.
A quoted Stage 1
Stage 1 is a complete, deliverable rebuild, priced before it starts. You authorize one stage at a time.
Run as one
The site, intake, the board, and the automations share one record. The monthly plan starts when Stage 1 is live.
The promise
One rebuild of the operation that matters: site, intake, a jobs board or CRM, and the automations around it, delivered in stages, not an endless “transformation.”
What is included
- A working session, and a written map of how work moves through the company today
- A quoted Stage 1 that is a complete, deliverable rebuild
- Typical pieces: a new site, intake, a jobs board or CRM-lite, and the automations that connect them
- Migration from the tools and spreadsheets you use now
- Training, a walkthrough, and an operating guide at each handoff
- A monthly plan for monitoring, changes, and support
What it is not
This is not a custom ERP, and it is not a six-figure project we pretend we can swallow. Work at that scale becomes a conversation about a partner, and we will say so before any handoff.
A good fit when
You have outgrown the patchwork, often after a first system with us has shown what one connected record can do.
- Price
- Quoted. Stage 1 is typically $15,000 to $75,000, then $1,500 to $3,000 a month. There is no fixed price on a rebuild; the range is published so you know the size of the conversation. Setup is half to start and half on delivery. The monthly plan begins at handoff.
- Timeline
- Set on the Stage 1 proposal after the working session.
What is a Custom Overhaul?
A Custom Overhaul is one staged rebuild of the part of the operation that matters: typically a new site, intake, a jobs board or CRM-lite, and the automations that connect them. It is delivered in stages, each one usable on its own.
What is included in Stage 1?
A working session, a written map of how work moves through the company, and a quoted Stage 1 that is a complete, deliverable rebuild, with migration, training, and an operating guide at handoff.
How much does a Custom Overhaul cost?
It is quoted. Stage 1 is typically $15,000 to $75,000, then $1,500 to $3,000 a month. There is no fixed price because the scope is yours, and the figure is on a written proposal before any work starts.
How long does it take?
The timeline is set on the Stage 1 proposal after the working session. Stages are sized so each one is delivered and in use before the next begins.
What do you need from us?
A working session with the people who actually run the office and the field, access to the tools you use today, and one decision maker who can authorize a stage.
What does it not do?
It is not a custom ERP and not an open-ended transformation. If the right scope needs a larger team than ours, we tell you and talk about a partner before any handoff.
Often built alongside
- Custom CRMA jobs and client system built around your stages, your fields, and your roles. You own the system and the data.Learn more: Custom CRM
- Ticket to CashA signed field ticket becomes a QuickBooks invoice the same day, and the invoice gets followed until it is paid.Learn more: Ticket to Cash
- WebsiteA custom site that looks like the business, shows up in Google and on the map, and is written so ChatGPT and Google's AI answers can name you.Learn more: Website