Operations Support for Trade Contractors
Your back office shouldn't be the bottleneck.
Aegis Equity Corp. works alongside trade contractors to clean up lead intake, estimating, quotes, follow-up, supplier tracking, job sheets, CRM hygiene, and customer communication. Done-for-you or done-with-you — we build systems your team will actually use.
Who It's For
Trade contractors who are busy and growing, but the admin side hasn't caught up.
Good Fit
Small to mid-sized trade companies — paving, concrete, roofing, landscaping, HVAC, plumbing, electrical, renovation — with real job volume and an owner still carrying too much in their head.
- Leads arrive through calls, texts, email, Facebook, and referrals — no single system
- Quotes and follow-ups depend on memory, scattered notes, or one person
- Job details get rebuilt from texts and photos the morning of
- You already have Jobber, Housecall Pro, Buildertrend, QuickBooks, Monday, or a CRM — but you're not using it cleanly
Not a Fit
- You want a guarantee of more revenue, higher close rates, or bigger margins
- You need a licensed accountant, bookkeeper, lawyer, or engineer
- Your admin is already buttoned up and you're happy with it
What We Fix
Practical workflows. Not generic advice.
We don't just tell you what to do. We help build the system, clean up the data, train the team, and keep the process running.
Lead Intake
Turn calls, texts, referrals, forms, and messages into one reliable next-step process. No more leads falling through cracks.
Estimating & Quotes
Clean up quote inputs, templates, approvals, status tracking, and follow-up routines. Quote faster with fewer errors.
Supplier & Order Tracking
Track what's ordered, from whom, when it lands, and which job it belongs to. Stop chasing supplier updates in texts.
Job Sheets & Crew Handoff
Clear handoff packets so crews show up with the right info and the right materials the first time.
CRM Cleanup
Make your existing tools easier to use. Clean up stale records, set up pipelines, build follow-up routines.
Customer Communication
Build templates and routines for quotes, follow-ups, status updates, and post-job check-ins that don't sound robotic.
How It Works
Discovery first. Scope second. Fix third.
Workflow Review
We find where leads, quotes, orders, job details, and follow-ups are breaking. Free, no commitment. 30–45 minutes.
Cleanup Plan
We pick one practical workflow to fix first — not a whole-business rebuild. You get a written scope before anything starts.
Implementation
We build or clean up the system with you or your office staff involved. Done-for-you or done-with-you — your call.
Handoff or Retainer
We train your team, hand off the process, and offer a monthly retainer if you want ongoing support keeping the workflow running.
How We Work
Three ways to work together.
Workflow Cleanup
One workflow, scoped, fixed, and handed off. Lead intake, quote system, job sheets, supplier tracking, or CRM cleanup.
- Written scope before work starts
- Flat project price — no surprises
- Training and handoff included
Implementation Sprint
Multiple workflows or a deeper rebuild. Done-with-you over 1–2 weeks. Good for quoting + follow-up + CRM all tightened at once.
- Multiple workflows in one push
- Daily or every-other-day check-ins
- Team training at the end
Monthly Retainer
Ongoing operations support. We keep the workflows running, handle follow-ups, update job sheets, track orders, and clean up CRM as you go.
- Recurring support you can rely on
- Monthly activity report
- Cancel anytime with notice
What We Don't Do
Aegis provides workflow cleanup and operations-support systems. We do not guarantee revenue growth, bid wins, job profitability, legal compliance, engineering accuracy, tax outcomes, or accounting outcomes. We don't replace your accountant, bookkeeper, lawyer, or engineer.
Get In Touch
Start with one workflow.
The first conversation is about finding the bottleneck. No pitch, no pressure. Tell us where the back office hurts and we'll tell you if we can help.
Request a workflow review
Send a short note with your trade, company name, and the back-office problem you want fixed first.