01
Improve one process.
Start with a specific point of friction and make it work better for the people using it.
- Invoicing and payment workflows
- Proposal documents and quoting
- Sales commissions and reporting
How we help Your business has outgrown
Custom software & automation
Your business has outgrown
the workarounds.
We build custom applications and integrations around how your team works. From a better payment workflow to a complete operations platform, make the next step fit your business.
The work, connected
- 01
Win the work
CRM · Quotes · Proposals
- 02
Deliver the work
Scheduling · Materials · Handoffs
- 03
Connect the numbers
Payments · QuickBooks · Reporting
A system your team can follow, with fewer things that only you know how to do.
Build what makes a difference
One useful improvement.
Or a whole new way of working.
02
Connect your tools.
Keep what works. Build the connections that stop your team from moving the same information around by hand.
- QuickBooks integrations
- CRM and operational handoffs
- Customer and team portals
03
Build your platform.
When your process needs more than another workaround, build a connected system around the business.
- Custom quoting and job scheduling
- Materials and ordering workflows
- Roles, approvals, and team handoffs
QuickBooks integrations & payments
Still paying 1% or more to collect a bank payment?
Larger invoices shouldn’t automatically mean larger processing fees. We can build a payment workflow around lower-cost ACH, your proposals and invoices, and your QuickBooks records.
We already use a working payment application at Fire & Forge. We can adapt that foundation and integrate it with your existing platform, proposals, invoicing, and QuickBooks workflow.
Let’s look at your payment workflowA $3 million annual ACH example
$28,500
saved per year in base processing fees
Before other fees and build/support costs.
- At an uncapped 1%
- $30,000annual processing cost
- At Stripe’s $5 ACH cap
- $1,500annual processing cost
Same payments. Different fees. This example uses 300 successful ACH payments of $10,000 each per year. Your savings depend on payment size, volume, and current rates.
Rates and assumptions
Compares QuickBooks’ listed 1% ACH rate with Stripe’s standard US ACH rate of 0.8%, capped at $5 per successful payment. Legacy caps and negotiated plans can differ. All $3 million is collected by ACH; this is not a credit-card comparison. Verification, failures, disputes, optional services, and our build/support costs are excluded. Rates checked September 8, 2026.
Proposal to payment
Bring proposals, approvals, invoices, and payment options into a process your team can follow.
Connected to QuickBooks
Connect invoice and payment information to your books, with the right checks for matching and reconciliation.
Clear payment choices
Offer ACH and eligible credit-card fee pass-through where permitted, with clear customer disclosures. We scope the available options with your payment provider.
In use · Sales commission reporting
The spreadsheet work that used to take a week.
Sales territories rarely fit a simple formula. We built a reporting system that handles geography, factory coverage, and commission exceptions together.
~40 hours
of manual work each month before the system
Now: drop off the reports and receive the finished output. We run the processing as an ongoing service.
Approximate prior workload for this client. Results depend on the reporting process and data.
Drop in the factory reports
The client adds sales reports to a shared folder. We process the files and return the finished reporting.
Match sales to territories
ZIP codes map sales to counties and regions, then to the people responsible for those territories.
Apply the actual commission rules
Factory coverage, salesperson assignments, and house-account exceptions determine who earns each commission. Unassigned factory sales stay with the company.
See the sales picture
Finished reports show commissions and sales by customer and factory, making it easier to see who is buying and where the business is coming from.
AI with a job to do
Make a good process
easier to hand off.
Think of a quote that no longer starts with a blank page. A team member supplies the job details; AI helps assemble the draft; your pricing rules and review process keep the work grounded.
Example workflow
- 01Capture the job details
- 02Prepare a draft using your pricing rules
- 03Review the scope and approve the quote
- 04Carry the approved information into the job
We design the inputs and review steps with you. The final workflow depends on your process and the systems involved.
- 01
Understand the work
Walk through the real process, the workarounds, and the tools you already have.
- 02
Agree on the useful first version
Define scope, dependencies, price, and what success looks like before the build.
- 03
Build, use, and refine
Review working software together and test the actual tasks your team needs to complete.
- 04
Launch with a clear handoff
Agree on training, documentation, ownership, maintenance, and support.
The system is part of the business. We also help with the books and financial decisions behind it, so improvements stay connected to the bigger picture.
Our connected approachBefore we build
Practical questions.
Straight answers.
Where permitted, we can scope a surcharge for eligible credit-card payments with your payment provider. Card-network, processor, and state rules determine eligibility, limits, and required disclosures. Debit and prepaid cards cannot be surcharged. We confirm these requirements before implementation; fee recovery is not a blanket guarantee.
We start by understanding the gap. If an existing product or a better configuration fits, we will say so. Custom work makes sense when a specific workflow, integration, or operating requirement is valuable enough to justify the build and ongoing upkeep.
We can scope integrations around the tools you already use. We first confirm the available APIs, access, data, and limits. The goal is to keep useful tools and reduce the manual work between them, with clear expectations about what can be connected.
We use AI where it can make a specific task easier, such as preparing a quote or organizing job information. We define the inputs, business rules, and review steps with you. Your team should understand what the system is doing and where a person needs to make the final decision.
We define launch, training, documentation, support, and ongoing maintenance as part of the scope. We also agree on source-code handover, account ownership, hosting, and third-party costs so the responsibilities are clear before work starts.
A single integration and a complete operations platform are different engagements. We review the workflow, dependencies, and priorities, then propose a scope and price. We can identify a useful first phase when a larger system does not need to be built all at once.
Let’s find the starting point
What would make your business easier to run?
Start with a conversation.
Tell us what is getting in the way. We’ll listen, ask a few questions, and work out whether there’s a useful next step together.
(484) 999-3347West Chester, PA · Local relationships, remote delivery.
We reply to inquiries within one business day.
Or tell us a little about it.
No need to have the solution figured out.