Project Coordination & Files
We keep all the project details together, track deadlines, send follow-ups, and keep every document exactly where it should be. You run the job site; we run the paperwork behind it.
NATIONWIDE
Every hour spent on invoices, sub packets & renewals is an hour off the job. We take that work off your desk, wherever your company is based
We keep all the project details together, track deadlines, send follow-ups, and keep every document exactly where it should be. You run the job site; we run the paperwork behind it.
We handle the full billing cycle — client invoices, payment follow-up, sub and vendor invoice review, and a clean monthly summary of what's owed in both directions.
Vendors, customers, and projects set up and maintained in QuickBooks — transactions entered, categorized, and assigned to the right job or overhead. Payments tracked per project and records kept clean for your accountant or CPA.
W-9s, licenses, and renewals verified and maintained
Equipment sourced, accounts set up with rental companies, and every delivery, swap, and pickup scheduled and added to a shared calendar — so you're never paying for idle machines.
Contracts, change orders, and subcontracts prepared from your templates, sent for e-signature, and tracked until signed — with completed copies filed in the project folder. We'll set up an e-signature system if you don't already have one.
Timesheets collected, checked for missing hours and job codes, and tracked against each job — with a weekly hours summary sent to whoever runs your payroll. We'll set up a digital timekeeping tool if you don't already have one.
Work together to discover the holes and structure a Playbook designed specifically for your company. See FAQ for investment pricing.
Let's get organized