A $2,500 flat-fee audit of every construction-tech tool you pay for, every workflow your crews actually use, and what to do about the gap.
You bought the software. Adoption stalled. The field crews use maybe 20% of it, the office staff built spreadsheets on top of workarounds, and nobody can tell you whether the $15,000 a year you spend on Buildertrend, Bluebeam, and Microsoft 365 is earning its keep.
A Tech Stack Assessment is a 2–3 week, fixed-price engagement that produces a clear written answer. You'll know what you have, what it's actually doing for you, what to drop, what to fix, and what to do in the next 90 days.
What you get
Discovery call
30 minutes, free, no commitment. We figure out whether an assessment is even the right move for you. If it isn't, I'll say so.
Current-state audit
A complete inventory of every paid tool, every shadow spreadsheet, every "we tried it and gave up" platform — what you have, what it costs, what it's actually doing for you.
Office + field interviews
Not just leadership. I talk to PMs, foremen, and crew leads. The people who actually open the apps (or refuse to) are where the real information lives.
Workflow mapping
Estimating → contracts → scheduling → field execution → closeout. Where each system helps. Where each system actively hurts.
Written report
8–15 pages. Prioritized roadmap with rough time and cost estimates per recommendation. Written for a leadership team that needs to make decisions, not for a software vendor.
Walkthrough session
A 60–90 minute working session where we go through the report together, answer questions, and align on next steps.
How an assessment runs
Discovery call30-minute call. We confirm fit, scope, and timing. Free.
Kickoff workshopOn-site (Portland metro / I-5 corridor) or remote session with leadership. About 2 hours.
Tool-by-tool auditI review every account, license, and dashboard you have. License waste is almost always there.
Office + field interviews8–15 individual conversations across the org. 30 minutes each. Office and field both.
SynthesisI write the report and prioritize the roadmap based on impact and effort.
Delivery walkthroughWe go through the report together. You leave with a plan and an estimate for the next phase.
Platforms I commonly audit
BuildertrendBluebeamProcoreMicrosoft 365 (Teams, SharePoint, Lists, Power Automate)Google WorkspaceAutoCADExcel-based estimating and tracking systemsQuickBooks / accounting integrations
Best fit
General contractors and specialty subs, 5–100 employees, in the Pacific Northwest or West Coast
Companies spending $5K–$50K/year on software where you can't articulate the ROI
Leadership teams who suspect the stack is broken but don't know where to start
Companies whose field crews haven't adopted the platform leadership picked
Not for you if
Under 5 employees — the ROI usually isn't there yet
You just need someone to push a button — that's Implementation, not Assessment
"Validate my decision to buy more software" — the report often says drop, not add
Timeline2–3 weeks from kickoff to report delivery.
What it costs$2,500 flat fee. Includes the report, the walkthrough, and email follow-ups for 30 days after delivery. No hourly surprises. If the discovery call reveals you don't need the full assessment, we don't do it.
FAQ
What does the 8–15 page report actually contain?
A current-state inventory with costs, the top 3–7 problems in priority order, specific recommendations (often "configure X better" or "stop paying for Y"), rough time and cost to fix each, and a 90-day action plan.
What if I disagree with the findings?
You don't pay if the report isn't useful. The $2,500 is contingent on you saying "yes, this is worth what I paid." That's rare — but it's the standard.
Will you sign an NDA?
Yes. I bring one to kickoff if you don't already have a template.
Can I share the report internally — with the board, with a vendor I'm negotiating with?
It's yours. Share with leadership, the board, or a vendor you're renewing with. Whatever helps.
How is this different from a sales call from Buildertrend?
Buildertrend's team will tell you to use more Buildertrend. I'll tell you when Buildertrend is the wrong tool for what you're doing, or when you only need 30% of what you bought.