They were running a $3M+ business without being able to see it clearly
A commercial painting contractor in the Southeast — 140+ active jobs, mix of residential and commercial work. Growing fast. But flying blind.
Estimating in spreadsheets. Job costing only visible after job close. AIA invoices drafted from scratch every billing cycle. JobTread and QuickBooks both active — but not connected to anything useful.
"They were paying for two good platforms and getting maybe 20% of the value. The data was there — it just wasn't surfaced anywhere useful."
A live financial dashboard connected to their actual data
A live financial ops dashboard pulling from JobTread and QuickBooks simultaneously. No exports. No manual updates. Refreshes automatically.
Pipeline, GP%, revenue vs. goal, and AR outstanding — one view, 30 seconds to read on any device.
An AI estimating tool that turns a scope description into a JobTread budget
Every estimate was being rebuilt from scratch. I built an AI estimating tool — describe the scope by voice or text, it generates a structured budget and pushes it into JobTread as a draft. Ready to review in minutes, not hours.
The tool supports both typed scope descriptions and voice input — useful for estimators on job sites who want to capture scope notes before they leave the property. The budget pushes to JobTread automatically, tagged with the job and ready for review.
A per-job scorecard showing cost burn, AR status, and invoicing completion
The financial dashboard shows the business at altitude. The job scorecard goes one level deeper — it tracks each active job in real time, showing cost burn vs. budget, what's been invoiced, what's been collected, and whether the job is trending profitable or not.
The scorecard updates daily from live JobTread and QuickBooks data. When a job's cost burn is outpacing its invoicing, the owner sees it immediately — not at job close when there's nothing to do about it.
From zero ops visibility to a full platform in 8 weeks
"The goal wasn't to replace what they were already doing. It was to make it actually work — and give the owner visibility he could act on, not just data he had to go looking for."
Running your business on spreadsheets and gut feel?
If you're on JobTread, Buildertrend, or QuickBooks and not getting real value from them, I can help. I work with specialty contractors to build the ops infrastructure they actually need — scoped, fixed-price, and delivered in weeks.
Or email directly: andres@tradeopslab.com