From field to office
Photos, notes, and measurements may arrive by text or email, leaving estimators and office staff to assemble them into quotes or reports by hand.
Software consulting by Doug Morgen
I’m Doug Morgen, the engineer behind Signal Bluff, a San Francisco-based software consulting practice. If your HVAC, specialty contracting, or commercial service business has outgrown spreadsheets, paper, texts, and disconnected systems, I can build software and integrations around how it actually works.
Photos, notes, and measurements may arrive by text or email, leaving estimators and office staff to assemble them into quotes or reports by hand.
Scheduling, job status, customer details, and financial records can live in different places. The same information gets entered more than once, and crews may struggle to find the latest job details.
An off-the-shelf product may handle most of the work while the exceptions still depend on spreadsheets or one employee who knows the workaround.
Mobile surveys, photos and documents, scheduling, dispatch, and job tracking that give crews and office staff the information they need.
Tools to turn field information into quotes, proposals, and repeatable customer reports without repeatedly copying the same data between systems.
Integrations with the CRM, accounting, ERP, or field-service software you already use, plus administrative tools for the work those products leave out.
I learn how work moves between crews and the office, then build around the parts that need to work better. You work directly with me from the first conversation through deployment.
Observe the work in the field and office.
People · handoffs · existing systems
Find the bottlenecks worth fixing.
Duplicate entry · missing information
Make the missing piece fit the operation.
Software · integrations · automation
Improve it with the people who use it.
Real-world feedback · continued refinement
At BrightGo, I built scheduling and job-based payroll for building-service operations, including financial imports and labor costs tied to individual jobs. Read more about my experience.
Custom software does not have to replace every system you use. I can connect or extend existing tools, migrate data from an aging internal application, or build only the part of the workflow that is missing. Explore application modernization.
If the customer-facing side needs attention too, I can build a modern website with sound local and technical SEO foundations, a customer portal, or lead and quote-request forms that feed into your internal systems. See a client portal I built.
The first conversation is about understanding your operation and deciding whether there’s a worthwhile software opportunity.
Let’s talk about what you need.