Let's get you
set up.
Tell us about yourself and your business.
What matters
most to you?
Tap the services you'd use. Your rankings help us decide what to build first.
Select at least one. The order you tap is your priority ranking.
Anything we
missed?
This is your chance to shape what we build. Every answer goes straight to the team.
Any services you'd want that weren't on the list?
What's the biggest headache in your business right now?
Any tools or software you currently use that you'd want us to work with?
A few quick
questions.
Helps us calibrate your experience from day one.
What type of jobs do you run? (pick all that apply)
Residential Remodel
New Construction
Small Repairs
Commercial
Other
How many active jobs at once?
How do you handle estimates today?
Paper / Memory
Spreadsheet
Estimating Software
I figure it out
If you had an assistant, what "voice" would you want them to use with your clients?
Homer (Friendly & Practical)
Blueprint (Pro & Organized)
Level (Calm & Steady)
Sparky (Fast & Positive)
Jo (No-Nonsense)
How would you prefer to work with our team?
Connect
QuickBooks.
We'll stage invoices directly in your account. You review before anything goes out.
📊
QuickBooks Online
One-time connection. Your books, your control. We only create — you approve.
✓ QuickBooks Connected
You're in. 🎉
Your AI back-office is ready. Here's what we have on you.
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Your Top Priorities
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Start on Telegram
✓ Your info has been saved