Real systems, running for real crews.
Real central Indiana businesses, real systems, real results. Names withheld where clients prefer it — the results don’t need a logo.
One website form away from a signed contract
The challenge. A family-owned insulation contractor doing exceptional field work — and running the office the way most great trade shops do: quotes assembled by hand, website inquiries landing in an inbox to be re-typed, job details living in texts and memory, and no single view of which bids were won, lost, or quietly going cold.
What Hoss built. A quote-to-cash system shaped around how they already work: BidTorch loaded with their real pricebook so a branded quote takes minutes and customers e-sign and pay deposits online; a rebuilt, mobile-first website with real job photos and a same-day-response quote form; and field-ops automation — signed contracts file themselves, booked jobs hit the crew calendar, low-stock alerts fire before a truck rolls empty.
The lead bridge. Every website quote request now lands in their quoting pipeline the second it’s submitted — name, phone, address, project type, details — while the office still gets its email and the customer gets an instant confirmation. Zero re-typing. Zero leads lost in an inbox.
- Same-day quote turnaround on website inquiries — the response promise on their site is real.
- Every lead captured — the pipeline is the single source of truth, from first click to signed contract.
- Quotes that used to eat an evening now take minutes — built from their own pricebook, in their own branding.
Client name and full story shared on discovery calls, with their permission.
The quote tool we built for them became our product
The challenge. A plumber launching his own company from zero — no intake process, no pricebook, no systems, and no office staff. Every quote was built by hand, and every hour spent on paperwork was an hour not spent winning the next job.
What Hoss built. First, the operational backbone: customer intake, a job-intake workflow, a real service pricing sheet, and invoice tracking — stood up from a blank page. Then we piloted a custom quote builder with him: branded good/better/best quotes, a full service and materials catalog, quotes his customers open from a text message. That pilot solved a problem every trade shop has — so we kept building it, and it grew into BidTorch, our flagship quoting platform.
Where he is today. He runs the business on BidTorch itself — professional quotes built from his own pricebook in minutes, automatic tracking of every bid from sent to signed, and e-signatures and deposits collected online. Rolling out next: the AI Phone Concierge, so when he’s under a sink and a call slips by, the AI calls the customer back in his company’s name and the lead lands in his pipeline. A one-man shop with the front office of an established outfit — that’s the point.
- From blank page to running operation — intake, pricing, quoting, and invoicing, stood up as one system.
- Professional good/better/best quotes — a one-man startup bidding with the polish of an established outfit.
- Proof we build for keeps — his pilot tool became BidTorch, and he runs on it today.
Client name and full story shared on discovery calls, with their permission.
Hear the concierge live, or book a discovery call.
Hear the AI Phone Concierge on our live demo line, or book a call and we’ll walk through what this looks like for your shop. Call or text Nick at (317) 850-1570.
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