Ridgeline Contracting
Replaced a tangle of spreadsheets and texts with one estimate-to-invoice workflow.
Business Overview
A 12-person residential contractor juggling estimates, scheduling, and invoicing across spreadsheets, texts, and email.
Problem
Estimates lived in one person's head, jobs slipped through the cracks, and invoices were sent late — costing real revenue every month.
Discovery
We shadowed a full job cycle, from first call to final payment, and mapped every handoff between the owner, crew, and office.
Workflow
Lead intake → estimate → approval → schedule → job → invoice → follow-up, with automated reminders at each stage.
Solution
A lightweight job hub with templated estimates, a shared schedule, and one-click invoicing tied to job completion.
Lessons Learned
The biggest win wasn't new features — it was removing steps. Fewer tools, fewer handoffs, fewer dropped balls.
Future Ideas
Add a customer portal for approvals and a simple dashboard of jobs by stage.
Workflow Audit
See where your business is leaking time.
A short, focused intake that surfaces your biggest automation opportunities — and starts every discovery call with clarity.