Your business runs on you.

That's the problem.

We build the systems that run when you're not watching — automations, dashboards, and workflows. Done for you, start to finish.

Charlotte, NC Operations automation for trades businesses
Get a free ops audit See how it works
6 hrs
avg. weekly time recovered
2–4 wks
from kickoff to live system
100%
done for you, end to end
2–3 mo
typical time to positive ROI
Built for
HVAC Plumbing Landscaping Pool & Spa Cleaning General Contractors
What we do

A few of the systems we build for trades businesses.

Most owners start with one. Within 90 days, they want all six.
01
Admin automation

Job intake, scheduling, invoicing, and follow-ups, running in the background while you're on the truck.

02
Data entry elimination

Quotes flow into the CRM. Hours flow into payroll. Receipts flow into accounting. You stop typing.

03
Live dashboards

Revenue, job status, crew utilization, and cash position, refreshed automatically. One screen.

04
Review automation

Job marked complete → review request goes out at the right hour, on the right channel, in your voice.

05
Quoting tools

Branded estimates from a phone, with the right margin baked in. Approve, sign, schedule, one link.

06
CRM setup

Pick the right tool, configure it for your trade, migrate your customer history, train your team.

How it works

Three steps. No software for you to learn.

STEP 01
Free ops audit
30-min call

We map where time leaks out of your week. You leave the call with a written plan whether you hire us or not.

STEP 02
We build your system
2 – 4 weeks

Fixed scope, fixed price. We plug into the tools you already pay for and fill the gaps. You stay on the truck.

STEP 03
Ongoing support
Monthly retainer

Workflows break, businesses grow. We monitor, fix, and extend the system every month so it keeps earning its keep.

Results

We were spending six hours every week just calculating technician commissions by hand. Clean Slate automated the whole thing. Now it takes fifteen minutes to review and approve. My admin got her Fridays back.

M
Mitchell
Owner · HVAC company · Charlotte, NC
6 hrs
saved every week
$12K+
saved per year
~2 mo
to full payback
Keegan Rivera
BACKGROUND
Mechanical engineer · 7+ years across three major commercial vehicle OEMs
About

Built by someone who has been on both sides of the problem.

Most automation consultants understand tech but have never run a field service business. Most ops consultants understand the business but can't build anything that works. I've been there. Either the tools don't do what you need them to, or you have no tools at all.

Most owners want one of two things: get their evenings back, or build something worth selling. Either way, the fix is the same. Systems that work when you're not watching.

Work with me
Free ops audit

Tell us where the time is leaking.

30 minutes. No pitch. You leave with a written plan, even if we don't end up working together.

Most clients see positive ROI within 2–3 months of going live
We'll be in touch within one business day.

Check your inbox for a calendar link.