System Consultations
Is your business running as efficiently as it could be? Our Systems Consultation service is designed to help you identify gaps, streamline your processes, and unlock greater productivity across your operations.
System Consultations for Builders & Trades
Whether you're a residential builder, commercial contractor, or trade professional, your systems should work as hard as you do. Our Systems Consultation service is tailored specifically for the construction industry, helping you streamline operations, reduce admin time, and improve project outcomes.
Not sure which software or system is right for your business? We understand how overwhelming the options can be. During your consultation, we’ll walk you through the most relevant platforms, explain the pros and cons of each, and help you choose the tools that best suit your workflow, team, and long-term goals.
What's Included
Our 1–2 hour session ($800 + GST) is a deep dive into your current systems and workflows. We’ll explore how your business operates day-to-day and where improvements can be made. Key areas we’ll cover include:
- How your current systems are set up and used
- How you manage inquiries, estimates, and quoting
- Your purchase order process—who creates them, how long it takes, and how it’s tracked
- How you monitor budgets and control project costs
- Your invoice checking and approval process
- And importantly—which software or systems might be right for you, with a breakdown of the pros and cons of each
Whether you're starting from scratch or looking to improve what you already have, we’ll guide you through the options and help you make informed decisions.
What You'll Walk Away With
After the consultation, you’ll receive a clear and actionable summary that includes:
A review of your current systems and processes
Identified inefficiencies or gaps
Tailored recommendations based on your business needs
A comparison of relevant software options with pros and cons
A quote for implementing any suggested changes (if you choose to proceed)
Who Should Attend?
This session is ideal for:
- Business owners and directors
- Project managers or operations leads
- Estimators, admin staff, or anyone involved in day-to-day systems and processes
If there are others in your team who should be part of the conversation, just send us their contact details and we’ll include them in the meeting invite.