Resources
Notes from running a contracting office.
Scripts, habits and checklists we use when a shop comes onto the platform. Nothing gated, and they work whether you use our software or not.
A first call script for a contracting front desk
The script our intake form walks through line by line, the fields captured before an estimator drives anywhere, and how the record hands off.
Read the playbook- Written for
- Owners, office managers, receptionists
- Read time
- 8 minutes
How response time shows up in your numbers
A simple way to estimate what slow callbacks are costing you, plus the automations in our software that cover the first hours after an inquiry.
ReadKeeping change orders on paper
Practical language for handling added scope in the field, what our change order form captures, and a Friday review that catches unpriced work.
ReadA starter job costing setup
The five cost categories the software tracks, one weekly comparison against budget, and the two numbers worth naming out loud.
ReadA checklist for switching contractor software
What to move, what to leave in the old system, and an order of operations that keeps crews off two systems in the middle of a job.
ReadAI on the phone, described plainly
Where automated call handling helps a contracting office today, where it falls down, what we ship now, and how consent and recording are handled.
ReadWant the system these habits are built into?
We walk your office through the whole thing on a live call, using your job types and your contract language rather than a canned demo file.
Book a walkthrough