"Which of my jobs is actually making me money, right now?" "This quote, am I charging enough?" "Who hasn't paid me?" Today, to find out, you wait for the year-end books, or you dig through three files, two inboxes and your own memory. Legacy brings your whole operation into one place and gives it a memory that answers, so you can actually steer your company.
It's not a management flaw. It's that your information is scattered across ten places that don't talk to each other. Sound familiar?
You start from an old quote from last year and tweak it by eye, with last year's prices. One of your costs has climbed 8% since then, but nothing tells you. The client signs. The increase comes out of your pocket.
Pricing by gut feelA job you were proud of, priced at 20% margin. Your accountant tells you it landed at 6%. It wrapped up four months ago. You can see it happen: there's nothing left to fix.
Margin seen too lateThe one of the file, the delivery slip, the problem: it's in a 400-message thread with the crew. The info exists. It's just impossible to find the day you need it.
Data all over the placeRe-entering the same info from the quote to the spreadsheet, from the spreadsheet to the invoice. Chasing, searching, checking. 142 days a year spent keeping the shop running, instead of running it.
Time lost to adminAnd the simplest question stays unanswered: "Which of my jobs is making me money, right now?"
You're pricing a quote. Off to the side, without you asking a thing, your system points out: "a similar job cost you 12% more than expected last year", "one of your costs went up this month", "three comparable quotes signed recently, at a better rate". You adjust your price knowing the full picture, not on a hunch.
And when you wonder "which job is earning me the least?", you just ask, in plain English, and you get the answer. Right away. That's what it means for a business to have a memory.
Preview, not a contract. Your workspace is built to order, around what you want to see and what should be working for you.
Not a generic tool where you squeeze into boxes designed for everyone. Whatever your field (trades, retail, services, agency, professional practice, and more), we start from the way you work: your quotes, your jobs, your rules, your exceptions. And we rebuild it inside a single system, cut to fit you. Every trade has its own logic: we never drop a template on top.
Clients, quotes, jobs, invoicing, scheduling, HR, messages: your whole business, together and up to date, readable at a glance. No more places that don't talk to each other.
Profitability job by job while it's still running, not at the April close. You fix things while there's still time.
Chasing payments, reconciling, re-entering data: the tool handles it. It suggests, you approve. Your evenings come back to you.
The more you use it, the better it knows your business. It chases unpaid invoices, gets the morning's quotes ready, warns you when a job is going off the rails before it's too late, at night, on weekends. An assistant that works, not software you have to open.
The real obstacle to a tool isn't you. It's the team. There's the one who isn't comfortable with a screen, the one who always finds a way around the software, and the one who, out in the field or between two appointments, will never fill in eight fields (and honestly, who can blame them). If entering data takes more than two minutes, nobody does it.
So we don't ask anyone to adapt. It's the tool that adapts to each person: two buttons for one, a voice message for another, their own language for a third. What matters isn't that they "use software". It's that the right data comes in. And it does, no matter who enters it.
Everyone gets the interface made for them. You get the data.
About thirty people, 26 of them in the field. Before, their business was scattered across a pile of tools that didn't talk to each other. Today, it all lives in one place. Here's what that looks like.
The quote in email, the purchase order as an attachment, the hours in a notebook, the margin nowhere. The same info copied from one tool to the next, and nowhere to be found the day you need it.
From quote to payment, it updates on its own. And the rest of the business is here too: scheduling, HR, the workshop, purchasing… your whole company, in one place.
The principle holds for your business just as it did for his: it's your way of working that we rebuild, not an off-the-shelf template.
From pulling in your data to going live, that's our job. Your part: show us how you work, and tell us what would make your life easier.
You know your trade better than anyone. What we know is how to set it to music. You stay focused on your business, we handle the tool, and we move forward together, at your pace.
In a few days, we look at how information flows through your business: what's done by hand, what gets re-entered, the jobs whose margin you don't know. You walk away with a clear document: what it's costing you, per month and per year, and where to start. Whether you continue with us or not.
The first step isn't changing everything. It's finally seeing what your current setup is costing you.
You write straight to Alison, cofounder. No form, no call center.