Service 06 / 06All services

CRM & ops · Know what needs attention before the day starts

Run the day from one source of truth — not six apps and memory.

We shape the system around how work actually moves through your company, then automate reminders, drafts, summaries, and handoffs without taking control away from the owner.

Show me where this is leaking →
Yorkis Estevez, Trovedge founder and contractor

The outcome

The morning starts with a clear board: who needs a reply, which quote is aging, what is scheduled, what the crew needs, and where revenue is stuck.

Yorkis Estevez · Contractor first · Trovedge founder

If this feels familiar

The problem is not effort. It is the missing system.

  • 01Leads live in inboxes, text threads, and notebooks.
  • 02Follow-up depends on the owner remembering.
  • 03The crew learns job details in fragments.
  • 04Numbers arrive after the month is already over.

What changes

Feel the difference in the week — not just in a dashboard.

Before

Information scattered by app

After

One customer and job timeline

Transformation 1
Before

Memory-driven follow-up

After

Visible next actions and timed reminders

Transformation 2
Before

Automation acting silently

After

Draft, review, approve, and audit

Transformation 3
Before

Software designed for desks

After

Mobile-first decisions for the field

Transformation 4

What we run for you

One accountable system. Four working parts.

06.1

Pipeline that matches reality

Stages, ownership, fields, and views reflect your actual path from inquiry to installed work.

06.2

Follow-up engine

Stale leads, aging quotes, deposits, appointments, and customer updates surface before they are forgotten.

06.3

Field-ready briefs

The team gets the right site, scope, contact, schedule, and decision context without digging through threads.

06.4

Owner control

Permissions, approval queues, audit history, exports, and owned data keep automation accountable.

How it enters the business

Install it without creating another job for the owner.

  1. Map

    See how work really moves

    We map the current lead, estimate, scheduling, deposit, install, and closeout flow — including the workarounds.

  2. Install

    Create one operating path

    The board, forms, messages, reminders, roles, and mobile views are configured around that flow.

  3. Sharpen

    Remove the next bottleneck

    Weekly operating signals reveal where work stalls and which automation safely earns its place.

Customer zero · Golden Maple Landscaping

Built for a real Monday morning.

Trovedge was shaped around Golden Maple, our operating landscaping company in Ontario. The system has to survive real homeowner enquiries, active jobs, crew constraints, and owner approval — not an agency whiteboard.

Best fit

A proven contractor who wants a durable operating advantage and will give the system real proof, feedback, and decisions.

Not a fit

Anyone looking for guaranteed outcomes, fabricated proof, uncontrolled automation, or a magic switch with no owner participation.

See the operating company

What you should feel

More control. Less chasing. Better conversations.

Fewer dropped balls

Important follow-up becomes visible before it becomes an apology.

Faster handoffs

Office, owner, estimator, and crew work from the same job context.

A business that can scale

The operating knowledge lives in a system the team can follow, not only in the founder’s head.

Straight answers

Before you commit to anything.

Do we need to replace every tool?

No. We keep what earns its place, connect what should stay, and remove only the fragmentation that costs time or visibility.

Will automation contact customers without us?

Not by default. Drafts and routine actions can wait for approval, with permissions and audit history defining what may run automatically.

Can the system match our workflow?

Yes — within a disciplined operating model. We configure the pipeline around how your company works, while removing exceptions that create preventable chaos.

Free teardown · No pressure

See exactly where crm & ops can change the week.

We’ll review the current path, show you what is leaking, and tell you the smallest system worth installing first.

Request the teardown →
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