Done-for-you ops · Charlotte, NC

If you're in Excel,
who's growing the business?

We build the automations, dashboards, and systems that give you your time back — fully done for you. No software to learn. No team to hire.

Get a free ops audit See how it works
12 hrs
avg. weekly time recovered
2–4 wks
from kickoff to live system
$0
extra software you have to learn
100%
done for you, end to end
Built for
HVAC Plumbing Landscaping Pool & Spa Cleaning General Contractors

Six systems that quietly run the business while you run the jobs.

Pick one or all six. We scope, we build, we hand it off.
01Zapier · Make · Airtable
Admin automation

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

02OCR · Email parsing
Data entry elimination

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

03Looker · Metabase
Live dashboards

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

04Google · Yelp · SMS
Review automation

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

05eSign · Stripe
Quoting tools

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

06ServiceTitan · Jobber · HCP
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.

I was on the laptop until eleven every night chasing invoices and pinging techs. Two months in with Clean Slate, my evenings are mine again — and we booked 18% more jobs without adding a single person.

MR
Marcus Reyes
Owner · Reyes Heating & Air · Charlotte, NC
12 hrs
saved per week
0
manual data entry
4.8 ★
Google rating · up from 4.2

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.

We'll be in touch within one business day.

Check your inbox for a calendar link.