Clients
Companies that stopped renting their software and started owning it.
Who We Build For
Case Study — Live since April 2026
A regional construction business running on spreadsheets, a stack of disconnected tools, and tribal knowledge. Estimates lived in one place, job status in another, materials requests over the phone. The office and the field were working from different versions of the truth, and the only person who could reconcile them was whoever happened to have been there longest.
One platform, built around how Heritage actually operates rather than how a SaaS vendor assumed they would.
The day’s state of the business in one view instead of four spreadsheets.
Line-item estimates with live margin calculation, versioning, and client-ready PDFs.
Opportunities tracked from inquiry through won, with the estimate attached.
Jobs, schedules, and status shared by the office and the field.
Materials requests and inventory pulls tracked instead of phoned in.
Project threads and file sharing inside the platform — not spread across Slack, text, and email.
The platform has been live in production since April 2026, roughly two months from start to deployment. Estimating, operations, materials, and team communication run in one system that Heritage owns outright — the software, the data model, and the operational IP.
"10 out of 10 excited about the final product."
— Heritage Beam & Board
Next Layer
Start with the free session. We diagram your business live and you keep the diagram.
Book 30 minutes