Operational systems for construction companies that have outgrown the whiteboard.
We review how your company actually runs, from first call to warranty, then design the processes, roles and software setup that let it run without you holding every detail in your head.
- Workflow mapped, lead to warrantyWk 1
- Bottlenecks and revenue leaks foundWk 2
- Roles and ownership definedWk 3
- Playbooks your team followsWk 4
- Software set up to matchWk 5
- Weekly and monthly review rhythmWk 6
Most growing builders and remodelers hit the same wall. What worked at a few jobs at a time (texts, a whiteboard, a couple of spreadsheets and an owner who knows everything) stops working. Details fall through the cracks, margins slip and every question routes back to the owner.
Operations consulting fixes the system, not just the software. We analyze your current workflow, find where time and money are leaking, automate the weak points and put clear processes and owners in place. Then we set up Buildertrend and QuickBooks to run that system, so the tools support how you work instead of the other way around.
Signs you need this.
Everything routes through the owner
You're the only one who knows where every job stands, so you can't step away.
Nobody owns the process
Tasks get done differently on every job depending on who's running it.
Margins slip and you can't see where
Without job costing and a review rhythm, problems show up at closeout.
You bought software but kept the old habits
New tools layered on old processes just add work.
What we set up for you.
- Business process review of your current workflow
- Workflow mapped from lead to warranty
- Bottlenecks and revenue leaks identified
- Roles, responsibilities and ownership defined
- Written playbooks and checklists
- Buildertrend and QuickBooks set up to match
- Reports and a weekly and monthly review rhythm
- Fractional project management support if you need it
How it works.
Analyze
Review your account and how jobs really move through your company, to find the missed opportunities.
Map
Lay out the process from lead to warranty, with an owner for every step.
Automate
Fix the weak points with templates, integrations and clear handoffs.
Optimize
Keep improving with you after launch, with reports and a review rhythm that stick.
“Process automation, understanding the customer journey in a construction environment, and attention to detail are some of the strengths Andrew brings to the table for any construction contractor. If you are trying to get on top of all the details of your business, get on the phone with him for 20 minutes. He will teach you a lot and give you some next steps to getting uber organized.”Les O'Hara, North Shore Brickwork and Windows, Evanston, IL
Operations Consulting questions.
What is an operations consultant for construction companies?
Someone who looks at how your company runs as a whole, from sales to closeout, and designs the processes, roles and systems that let it run consistently without the owner holding every detail.
Is this different from Buildertrend implementation?
Implementation sets up the software. Operations consulting decides how your company should run first, then sets up the software to support it. Many clients do both.
Do you work with companies not using Buildertrend yet?
Yes. If you're still on spreadsheets and paper, we start with your process and help you choose and set up the right system.
Do you offer ongoing help?
Yes. Fractional project management, remote bookkeeping and back office support are available after the initial work.
From the blog
Buildertrend consultant or Buildertrend onboarding: which do you need?
What software onboarding teaches, what an independent Buildertrend consultant adds, and how to tell which one your company actually needs.
Read the article, 3 min OperationsConstruction operations systems: what a growing remodeler needs in place
The six operating systems every growing builder or remodeler needs, from lead to contract through job costing and closeout, and the signs you've outgrown the whiteboard.
Read the article, 3 minPairs well with.
Find out what your system is missing.
Book a free 15 minute call. If it's a fit, your discovery call includes a complimentary audit of your Buildertrend account.