← All recent work

Contract & job tracking

1,500 hours a year of data entry, gone.

The company's contracts, jobs, and commissions lived in one raw database, and keeping the rest of the business in sync meant six hours a day of hand data entry. Every signed deal now lands in one ledger automatically, in the owner's own accounts.

Book your free discovery call

Industry

Home improvement

Result

~1,500 hrs/yr of data entry automated (annualized, client-reported)

Work

Contract intake, job tracking, unified deal ledger

The bottleneck

Every deal was typed in more than once.

One system of record held the contracts and did nothing else. Every signed deal had to be carried by hand into job tracking, commission math, and payroll, and the office admin spent six hours a day doing exactly that: reading a contract, retyping the customer, the products, the price, and the rep into the next system, then doing it again for the system after that.

Growth made it worse: every new market meant more deals landing on the same desk, and a typo in any copy meant a job tracked wrong or a rep paid wrong downstream. The admin had become the integration layer of the business, and the business could only grow as fast as one person could type.

How we did it

  1. 1

    Map. We traced where every field of a deal actually went: which systems needed it, who typed it, and where the copies drifted apart. The map surfaced fields that were being retyped four times and fields nobody downstream ever used.

  2. 2

    Build. One ledger now receives every deal automatically the moment a contract is signed: customer, products, pricing, rep, and commission terms, structured once and never retyped. Job tracking, commission math, and payroll all read from it instead of from someone's keyboard, and a deal that arrives incomplete gets flagged for a human instead of guessed at.

  3. 3

    Verify. The ledger was reconciled against the historical records before anything switched over, deal by deal, so day one started from clean data instead of inheriting years of copy drift.

Where it stands

One ledger, no re-keying.

The six hours a day of data entry are gone: 1,111 deals sit unified in one ledger, each one delivered there automatically from the signed contract. Commissions and payroll read from the same record, so the numbers agree by construction, and a question about any deal has exactly one place to look.

The admin who used to be the integration layer now handles the exceptions the system flags and everything else that actually needs a person. New markets add deals to the ledger, not hours to a desk.

The company owns every piece of it, in its own accounts, and everything downstream reads from this one ledger.

Deal counts are read directly from the live system as of September 2026. The 1,500-hours-a-year figure is annualized from the client-reported six hours a day across 250 working days, and covers the full contract-to-payroll path the build replaced.

Your version of this bottleneck is fixable too.

Thirty minutes on your company and what you want from AI. If it's not a fit, we'll say so on the call.

Book your free discovery call