Seventeen custom software tools.
Each tool below replaces a specific workflow at a small business. Pick the closest match to your situation. The deep technical case study lives on the Solutions Library at solutions.bytequix.com.
17 in the library.
Priced quotes for your top-volume part type, in 30 days.
Quoting lives in one estimator's head.
Branded bid proposals for your most common project type.
The estimator runs takeoff in STACK, PlanSwift, or Bluebeam, exports quantities to Excel, then opens a Word template from the last similar bid and rewrites the proposal: scope, exclusions, allowances, alternates, base bid, schedule of values.
A read-only shipment status login for your top shippers.
The 3PL's account manager or owner fields where-is-my-order calls and emails from shipper customers all day.
Online reorder for your top contractor accounts.
Contractors call, text, email, and fax the lumberyard's inside-sales counter all day to place orders.
A tagged handbook library for a pilot subset of your clients.
The HR consultant maintains employee handbooks for 30 to 80 small-business clients across multiple states.
A branded onboarding checklist portal per new client.
When a new client signs, the implementation lead emails a welcome packet with PDF intake forms, an Excel employee census template, banking authorization, and EIN and prior-payroll requests.
Equipment + service history on one branded customer login.
The shop runs on paper work orders and QuickBooks.
Online rental extension requests for your top contractors.
The yard runs on a legacy RMS like Wynne or RentalMan, or just QuickBooks plus Excel.
Live accruals for your top 5 vendor rebate programs.
The distributor participates in 50 to 100 vendor rebate programs across its manufacturer relationships.
Branded e-signable change-order PDFs from the field in minutes.
The contractor runs 6 to 12 active jobs at a time.
One-touch field ticket to QuickBooks invoice.
The shop runs 8 to 15 service tickets a day across 4 to 6 field techs.
Inbound email orders into one validated ERP-ready queue.
The distributor takes contractor and trade-customer orders through five channels every day: phone calls to the counter, emails to a shared inbox, faxes from old-school accounts, online portal orders that export as CSV, and paper or text orders from outside sales reps.
A tracked subcontractor upload portal for one project type.
At the end of every commercial project, the owner withholds the final 5 percent retention until the contractor delivers a complete closeout package: O&M manuals for every piece of installed equipment, manufacturer and workmanship warranties, as-built drawings, training sign-offs, code compliance certificates, final lien waivers, attic stock inventory, balancing reports, commissioning reports.
A one-page map of your subscription stack and the waste hiding in it.
Over a few years you have signed up for 10 to 20 SaaS tools: CRM, accounting, project management, storage, e-signature, payroll, chat, and a pile of single-feature apps.
Inbound sales calls turned into CRM leads automatically.
Inbound calls flow into the shop across a mix of new-customer service requests, existing-customer service follow-ups, billing inquiries, supplier callbacks, and sales prospect inquiries.
Score calls against your key signals, write back to CRM.
The team's CRM holds deal records, contact data, and pipeline stages, but call activity gets logged manually after the fact.
Your key operating metrics from every system, pulled into one live view.
The numbers that run the business live in five different places.
Free SaaS audit. A one-page map of your subscription stack and the waste hiding in it.
Over a few years you have signed up for 10 to 20 SaaS tools: CRM, accounting, project management, storage, e-signature, payroll, chat, and a pile of single-feature apps. Total spend runs $1,500 to $2,000 a month, they auto-renew on a card, some overlap, some go unused, and nobody has a current map of what each one costs or who actually uses it. Hand us the list and we map every subscription by cost, usage, and overlap, then hand back a one-page audit you keep.