The story
Both sides of the job.
Left side is what I lived running finance for a general contractor. Right side is what I built because of it. Same problems, now in software.
01
Chasing the draw.
Pay apps, schedules of values, lien waivers, and a lender who wants every line tied out before a dollar moves. I owned that cycle every month.
Draw and payment flow in the ERP.
Draw requests, lien waivers and insurance checked before a payment can release. The approval is the gate, not a spreadsheet.
02
Job costing after the fact.
Cost codes kept by hand, committed vs. actual chased down at month end, and the job that lost money only showing it once it closed.
Job costing, P&L by job, profit fade.
Cost codes, budgets and period close in one place, so a job going sideways shows up while there is still time to do something.
03
Sub paperwork blocking pay.
COIs expiring mid-job, W-9s missing, and a check that cannot go out until someone finds the certificate.
Compliance gates on every payment.
Insurance, waivers and vendor documents tracked on the sub, and a release that blocks itself when something is expired.
04
Numbers that drifted.
A price quoted on a call, a change order nobody signed, and a contract that no longer matched the scope in the field.
Estimating and change-order engine.
An estimate stays blocked until every line is priced. Approvals bind to a version. Change orders stay pending until signed.
05
Thirteen weeks of cash.
Payroll and material buys forecast against receivables that may or may not land on time.
Cash flow forecast and 151 automations.
A 13-week forecast off real AR and AP, and automations that move the paperwork so the forecast is not built by hand.
06
The phone nobody answered.
Leads calling at 6pm, a voicemail box that filled up, and jobs lost before anyone knew they existed.
Call-coverage portals.
Every call answered, logged and handed to a person, with a dashboard the owner actually reads.
