Get your back office under control.
We make your company stand out, your numbers trustworthy, and your paperwork enforceable — so you stop bleeding time and profit.
Step 1: System Strategy
We’ll tell you what to fix first, what to ignore for now, and what paid help would actually change.
On the call
- We review your website + Google profile.
- We ask a baseline set of questions and point to the cleanest first move.
What it isn't
- not a sales ambush
- not a 40-page report
- not a "try this new app" session
You leave with
- A clear diagnosis of what’s actually slowing you down (billing, books, scope, leads, workflow)
- A short fix list you can implement this week (within your existing software)
- A clear path: New Setup / Established Upgrade / Ongoing Support
Best fit:
You’re running real work and want clean billing, clean books, and a process your team can follow.
Not a fit:
You won’t enforce standards, want a magic app, or you’re shopping for free consulting.
Step 2: Choose your lane
Start clean, fix the bottleneck, or keep it tight—same standards, different starting point.
New Contractor Setup
(Start Clean)
Install standards once. Scale without chaos.
Best for: New businesses, new license, first hires, first real volume.
We install:
- Website + Google profile baseline tuned to attract better clients (positioning, services, trust, calls-to-action)
- QuickBooks foundation: COA zones + Items structure (no bloat)
- Clean file system + naming (so you can find anything in 10 seconds)
- Estimate/invoice standard (T&M + fixed price templates)
- Simple job docs workflow (intake → job folder → scope/CO → billing)
- Weekly admin rhythm (what gets done, when)
Outcome: You stop improvising the office every week.
Established Contractor Upgrade
(Fix the Bottleneck)
You’ve got momentum. We remove friction and make the numbers trustworthy.
Best for: Established shops where the office can’t keep up, margins feel “mysterious,” or paperwork is always behind.
We fix:
- QuickBooks cleanup: COGS vs overhead separation, Items mapping, consistent coding rules
- Website tune-up for trust + conversion (redesign if needed)
- Clean up/standardize docs (scope, change orders, billing language)
- Job workflow: who does what, when (field → office handoff)
- Visibility: simple reports that tell the truth (weekly review routine)
Outcome: Less admin drag, faster billing, cleaner cash flow, clearer profit.
Ongoing Ops Support
(Keep It Tight)
Keep the system tight while you stay focused on production.
Best for: You want a steady operator in the back office—without building a full internal department.
We keep up on:
- Monthly books + profit review (what changed, what matters)
- Workflow maintenance (billing, intake, templates)
- Light SOP/process updates as your team grows
- Website + GBP hygiene (stay visible and credible while volume grows)
Outcome: Contractor Forge keeps the back office clean—even when you’re slammed.
Contractor Forge vs hiring an in-house admin
Different tool. Different cost structure. Different outcome.
Quick take: A full-time admin is typically $50k+/year before burden. Contractor Forge is usually a fraction of that because you’re buying an install (and optional support), not permanent headcount.
If you want an admin later, great—Contractor Forge makes that hire succeed.
How it works
1) System Strategy (15 min)
Identify constraints, and give you the first 7-day fix.
2) Ops Review (45 min)
A deep dive into your systems. We confirm the constraints, map the resolutions, and lock-in the build scope.
3) Onboarding (48 hours)
Contract and NDAs signed. You send access + current files. We prepare for install.
4) Install + Train (3–30 days)
We get after it — Online presence boost, file system update, templates, job costing, admin SOPs.
5) Maintain (optional, monthly)
Monthly bookkeeping + profit review + marketing upkeep + system tune-ups so it doesn’t drift as volume grows.
FAQ
How much does it cost?
The System Strategy is free. System installs are priced based on scope. We’ll give you a clear range—and whether it makes more sense than hiring internally right now.
Do you work with subs or only GCs?
Both. Same back-office problems, different paperwork.
Do I need to change software?
Usually no. We build around what you already use and simplify the workflow.
How long does an install take?
Tune-Ups can be quick. Full installs depend on volume and how messy the starting point is.
Do you build contractor websites or just consult?
We can do either. If you already have a site, we’ll fix messaging, structure, speed, and conversion. If you don’t, we’ll build a clean contractor site that makes you look legit and drives better leads.
Will you set up my Google Business Profile and local SEO basics?
Yes. We’ll clean up the essentials: categories, services, service areas, photos, review system, and the basics that actually move the needle.
What’s the fastest way to get better leads?
Website clarity + a tighter intake flow. This helps you filter tire-kickers before you waste time on calls, site visits, and estimates.
Do I need QuickBooks "perfect" before marketing?
No—but you do need a system that supports estimating accuracy and profit tracking. We usually fix the minimum viable back office while improving your online presence in parallel.
What do you need from me to start?
We generate a plan based on your website (if any), Google Business Profile, and current process for accounting/estimates/invoicing. To start, we typically gather all the information we need on the phone during the system strategy session.
How long until this impacts revenue?
Online presence + intake can improve lead quality, sometimes within days depending on your trade. Profit clarity and job costing require data over a period of time, at which point they become useful for estimating.