Vertical CRM & project operations
Leads, contacts, opportunities, projects, documents, notes, tasks, and customer communication, modeled around the job.
FilmOptix connects the job lifecycle through one project record.
CUSTOM SOFTWARE DEVELOPMENT
Custom software for the work
off-the-shelf tools can’t handle.
When your business runs on spreadsheets, workarounds, and three systems that don’t talk to each other, we design and build the software that ties them together. That could be one focused tool or a full operational platform.
SIGNS IT’S TIME
You’ve outgrown
the workaround.
- Your team retypes the same data.
- Key calculations live in one person’s spreadsheet.
- Your CRM doesn’t understand your jobs.
- Field information doesn’t reach the office.
WHAT WE BUILD
From one broken workflow
to the system behind
the business.
Every capability below is backed by a system we designed and built.
Estimating & field capture
Measurements, plan takeoff, photos, inspections, material calculations, and fast field workflows.
FilmOptix carries measured panes into proposals and cut plans.
Scheduling & workforce coordination
Appointments, crew assignments, capacity, reminders, and completion tracking.
WinTracker connects assignments and measurement completion.
Inventory & procurement
Stock, reservations, consumption, purchasing, and job-level material accountability.
FilmOptix tracks film rolls by footage and scale weight.
Customer portals & payments
Proposal approval, project documents, invoicing, and payment experiences that keep customers connected.
FilmOptix provides customer-facing proposal and payment links.
Integrations, automation & AI
Connect QuickBooks, ServiceTitan, Housecall Pro, Jobber, NetSuite, and custom standalone applications, then automate the handoffs between them and add AI-assisted steps. Integrate what you already use where an integration is the right answer.
FilmOptix connects proposal approval and payment links to the same job record.
IoT & operational monitoring
Device ingestion, hierarchical rules, alerts, escalation, equipment health, and historical reporting.
Frost Tracker routes LoRaWAN readings into operational actions.
Reporting & accountable workflows
State transitions, audit history, operational reporting, and visibility across the work.
WinTracker preserves before-and-after changes with user attribution.
ALREADY HAVE SOFTWARE?
Modernize and extend
what you already run.
We also modernize and extend existing systems, and connect custom software to the platforms you already run: QuickBooks, ServiceTitan, Housecall Pro, Jobber, NetSuite, and other custom standalone applications. We add AI where it helps.
Integrations & automation ↗PROOF
We designed and built
FilmOptix, Frost Tracker,
and WinTracker.
01 / WINDOW FILM OPERATIONS
FilmOptix
Run the whole shop,
from first lead to installed film.
CRM, measurements, PDF takeoff, proposals, scheduling, cut optimization, roll inventory, invoicing, and payments in one connected platform.
- One project record across the job lifecycle
- Two-dimensional film cut optimization
- Roll inventory by footage and weight
02 / CONNECTED REFRIGERATION OPERATIONS
Frost Tracker
Monitoring, alerts, and records across every location.
Frost Tracker connects refrigeration sensors, operational alerts, manual checks, corrective actions, and audit-ready records across locations.
Sensor readingConfirm & escalateCorrective actionAudit record
Read the Frost Tracker case study ↗03 / FIELD MEASUREMENT TECHNOLOGY
WinTracker
Structured measurements, from survey to installation.
WinTracker replaced scattered measurement records with a structured workflow: projects, buildings, elevations, measurements, caulking, assignments, and audit history.
Field surveyMeasure & assignInstall & verifyCompletion history
Read the WinTracker case study ↗HOW WE WORK
The workflow
is the specification.
- 01Map the workflow
- 02Define the operating model
- 03Prototype the riskiest part
- 04Build, integrate, and roll out AI
- 05Deploy, train, and improve
START WITH THE WORK
Show us the process that’s slowing you down.
Whether it’s a spreadsheet, a manual step, or a tool you’ve outgrown, we’ll help you decide whether the right answer is an integration, an AI-assisted step, a focused tool, or a full platform.
Book a consultation↗