Systems running in production, inside real companies, today.

The situation

Every week, four separate spreadsheets: sales, production, cash, and marketing numbers compiled by hand so the owner could see his own company. The compile ate hours, the numbers were stale on arrival, and the owner was doing it on weekends.

The system

A pipeline ingests the operating data every morning at 6am, builds one snapshot, and publishes a live dashboard the owner reads on his phone. Monday morning, a written brief lands in his inbox with the week's numbers and what needs attention.

Alongside it: the follow-up engine that texts every lead back instantly, missed-call text-back on the main line, and the review request that fires on every closed job. All built natively inside the CRM and phone stack the office already ran.

What changed

The weekly compile is gone. The owner reads the business in one place, every morning, without anyone building anything by hand.

Every lead gets an answer in seconds instead of whenever a rep got off a roof.

The situation

Restoration work gets done fast and paid slow. Insurance-funded jobs pile up in accounts receivable, and following up is a manual job that loses to every emergency. By the time Surge arrived, $1.3M was stuck in AR with no systematic follow-up happening at all.

The system

An automated receivables cadence: every open invoice gets a scheduled follow-up sequence, aging is tracked and surfaced weekly, and the oldest dollars get escalated to a human instead of being rediscovered by accident months later.

The owner sees the AR picture in one view instead of inside a pile of invoices.

What changed

Follow-up now happens on schedule instead of when someone remembers. Aging is visible weekly instead of quarterly.

This engagement is live and in progress. We publish recovered-dollar numbers when they are real, not before.