Profitability Through Process Automation
We Automate the Back Office
So Your Team Can Focus on
the Work That Actually Pays
We help construction and home services companies automate the manual work that's eating their margins — quoting, scheduling, invoicing, collections, customer updates — so they can grow without adding overhead.
Your Best People Are Doing $15/hr Work
Most home services companies lose 20–30 hours per week to manual processes that don't require human judgment. That's not a staffing problem — it's a process problem.
Building Quotes by Hand
Estimators spend half their day in spreadsheets instead of in front of customers. Every manual quote is a chance for pricing errors and delayed response times that lose deals.
“Where Is My Job?” Calls Per Day
Your office staff spends hours answering status calls because customers have no visibility into their project. Each call interrupts someone's real work for 5–10 minutes.
Average Collection Time
You finished the work. The customer is happy. But you're still chasing the payment three weeks later because your invoicing process depends on phone calls and mailed checks.
Double Data Entry
Customer info goes into the CRM. Job details go into a spreadsheet. Payments go into QuickBooks. Someone is copying data between systems every single day — and making errors.
Whiteboard Scheduling
Your ops manager starts every day making phone calls to figure out who's going where. Changes happen by text. Things get missed. Crews show up to jobs that aren't ready.
Total Cost of Manual Work
Add up the labor, the lost deals, the slow collections, and the errors — and most contractors are spending over $50,000 a year on work a machine can handle in seconds.
How It Works
We Find the Manual Work. We Automate It. You Keep Your Team.
We don't sell generic software and wish you luck. We work with you to identify your most expensive manual processes and build automation that eliminates them.
Identify
Free Operations Audit
We start with a 30-minute call to understand your business. Where does your team spend the most time on repetitive work? What's falling through the cracks? We'll identify the 3–5 processes that are costing you the most — and put a dollar figure on each one.
Automate
Custom Implementation
We build the automation for your specific workflows — not a one-size-fits-all template. Whether it's quoting, scheduling, payment collection, customer communication, or data integration, we configure it to match how your business actually runs.
Scale
Grow Without Adding Headcount
With the manual work removed, your existing team handles more volume without burning out. Contractors we work with typically see a 30–50% increase in capacity with the same staff — which means revenue goes up without overhead going up.
What We Automate
The Manual Work That's Draining Your Margins
Quoting & Proposals
Your estimator's time is worth more than building quotes by hand. We automate product selection, pricing calculations, tax rates, and proposal generation — so quotes that took 45 minutes now take 10.
Faster quoting
More quotes/week
Pricing errors
Crew Scheduling & Dispatch
Jobs auto-populate from signed contracts. Crews see their assignments on mobile. Dependencies like permits and material deliveries are tracked automatically. No more whiteboards. No more group texts.
Daily scheduling
Double bookings
Crew access
Invoicing & Payment Collection
Stop paying people to chase payments. We automate invoice generation, payment link delivery by text or email, and follow-up reminders. Customers pay online in seconds. The payment records itself.
Avg. collection
Collection calls
Cash freed up
Customer Communication
Automated SMS and email at every project stage — contract signed, order placed, materials received, installation scheduled, job complete. Your customers feel informed. Your office staff stops fielding status calls.
Fewer status calls
SMS & email
Customer satisfaction
Accounting & Data Integration
Quotes, contracts, payments, and job costs all flow into one system — and sync to QuickBooks automatically. Zero double entry. Zero reconciliation headaches. Your accountant gets clean data without chasing you.
Double entry
Job costing
QuickBooks sync
Return on Investment
The Math Is Simple
Without Automation
A typical contractor at $2M revenue
- Quoting labor (2 estimators) $70,200/yr
- Collection calls & payment chasing $15,600/yr
- Customer status call handling $15,000/yr
- Double data entry $13,000/yr
- Scheduling coordination $6,500/yr
- Pricing errors & margin leakage $60,000/yr
- Total cost of manual processes $180,300/yr
With Automation
Same contractor, same team, automated processes
- Quoting time reduced 75% Save $52,650
- Collection calls eliminated Save $15,600
- Status calls reduced 80% Save $12,000
- Double entry eliminated Save $13,000
- Scheduling automated Save $5,200
- Pricing errors to zero Save $60,000
- Total annual savings $158,450/yr
Why Contractors Choose xTriam
We're not a generic software company that discovered contractors as a market segment. We are contractors — and we've been in this industry since 2003.
Industry Experience
Built by someone who ran a construction company. We know the workflows because we lived them.
Enterprise Platform
Built on Salesforce — the world's #1 CRM. Enterprise-grade security, 99.9% uptime, and automatic updates.
Proven ROI
$150M+ in contractor revenue managed. ~$500/day in operational savings per client. Real numbers, not projections.
Hands-On Support
We don't hand you software and disappear. Onboarding, training, and ongoing support from people who understand your business.
Industries We Serve
Our automation solutions work for any home services or construction business with a back office that's holding them back.
Window & Door
Roofing
HVAC
Plumbing
Electrical
Remodeling
Find Out What Your Manual Processes Are Really Costing You
Book a free 30-minute operations audit. We'll identify your biggest overhead drains and show you exactly how much you can save with automation. No commitment. No sales pitch. Just the numbers.
Or call us directly: (305) 204-9694