jason templeton.

Custom software for commercial service businesses

From the estimate
to the invoice.

I build focused internal tools that follow up on open estimates, collect what technicians record in the field, and get completed work invoiced. Your team keeps its current accounting and field-service systems.

Show me the workflow costing you time

For commercial HVAC and refrigeration companies with more than one field crew.

You already spent time on the estimate.

Don't lose it to a missed follow-up or a slow invoice.

How I can help

One workflow.
Fixed first.

We start with the steps between an estimate and an invoice, and we fix the one that costs your business the most.

01

Map where
jobs get stuck.

After a free first conversation, a workflow audit follows real jobs from the estimate to the invoice. Its cost is credited toward the build.

  • A map of the current workflow
  • What the problem costs you in time or revenue
  • A recommended solution and a price for the build
WORKFLOW AUDIT
02

Close the gaps
between steps.

Build one focused tool for the step that costs you the most, around the systems you already use. For example:

  • Reminders for estimates that need a follow-up
  • An invoice-ready packet for each visit
  • A record of approved extra work not yet billed
FOCUSED BUILD
03

Keep it
working.

After launch, the tool stays hosted, backed up, and up to date, with a defined amount of support each month.

  • Hosting and monitoring
  • Backups and updates
  • Support within an agreed limit
ONGOING CARE

What could that look like?

Start with the job
that slipped away.

A few examples of the problems we could work on together.

"We send estimates and never hear back, and nobody follows up."

Track every open estimate and prepare the follow-up before the customer goes elsewhere.

"Our office re-types technician notes before every invoice."

Collect notes, photos, and materials once, in the shape the office needs to bill.

"Extra work gets approved in the field and never gets billed."

Record each approval with its labor and materials, and track it until it reaches an invoice.

"Finished jobs wait days for a missing photo or signature."

Flag what is missing while the technician can still fix it, and alert the office when a job stalls.

Working together

A clear path.
A human conversation.

  1. 01

    Walk through a recent job

    A free conversation about what happened between the estimate and the invoice.

  2. 02

    Audit the workflow

    If the problem is worth solving, I map it, work out what it costs you, and price a bounded solution.

  3. 03

    Build it. Make it usable.

    We agree on what "done" means before building, then check the tool against your real jobs.

Hi, I’m Jason

An engineer.
In your corner.

My background is in full-time software engineering, with experience in applied AI and building custom software. Now I’m bringing that experience directly to commercial service businesses.

I’m interested in the practical questions: Who follows up on an open estimate? Who re-enters information from the field? What stops an invoice from going out?

You know your trade and your customers. I bring the technical experience to build a tool that fits the way your team already works.

More about my background on LinkedIn (opens in a new tab)

Let's find your starting point

Where do your
jobs get stuck?

Tell me about a recent job, from the estimate to the invoice.
We'll start with a free conversation about what could help.

Email me about your workflow