Find any job in your archive in one search.
We merge your records first, then put one search box over them.
A written map of every system holding your records. One week. No meeting first.
Five places a job gets written down. None of them agree.
Each is the real authority on one thing and wrong about everything else. That is what makes the search box impossible — and it is fixable.
Five record sources — an in-house database holding parcel and file date, a project management system holding budget and hours, an accounting file holding invoices and clients, a paper index holding pre-digital history, and a file server holding where the work is — all converging into one record per job, per parcel, per client.
Three steps, in the order they have to happen
Each is priced on its own. Most firms should stop after the first and decide.
Three sequential steps. Step one, records audit: free, one week, produces a written map of every system holding your records with duplication counted; nothing blocks it. Step two, consolidation: fixed scope, eight to sixteen weeks, produces one client, one job, one parcel with every field traceable to its source; requires the audit first. Step three, the one window: quoted after, ongoing, provides search plus intake that assigns an owner and timestamps every touch; requires clean records first.
Where the other options leave you
| Option | Built for | Cleans your data | What it costs you |
|---|---|---|---|
| Enterprise AEC platforms | Firms of 200–2,000 | No — assumes clean | A product built for someone else |
| Single-purpose survey tools | New orders only | No — new work only | The thirty years behind you |
| Import it dirty | Nobody | No | Duplicates become permanent |
| Us | Firms of 10–50 | Yes — first, priced separately | One week to find out |
We are mid-migration.
Then this is a this-week decision. Whatever is dirty going in tends to stay dirty.
What happens to our accounting system?
It stays, and stays the book of record. We read from it and write back.
How do we know the merge is right?
Every field shows its source and its score. Below threshold, it is queued — never guessed.
Get the records audit
Tell us which systems hold your records. You get a written map of your own estate in about a week. It costs nothing and it is yours either way.
Book twenty minutes
Bring your list of systems. We will tell you on the call whether we can help.
Prefer a full page? Open the calendar directly.