L&M Consulting GroupKeep quotes, photos, and notes with the job
Store customer context, quotes, photos, and notes in the job record so the office can find the current details.
Contractor Ops System
A cleaner path from estimate to invoice.
L&M helps contractors across Cape Cod, Martha's Vineyard, and Nantucket connect estimates, customer notes, photos, approvals, invoices, and follow-up in one workspace the owner controls.
- General contractors
- Specialty trades
- Owner-led service businesses
- Remodeling and repair work
The setup includes a private workspace, document templates, and configured steps around the field and accounting tools you already use.
From site visit to final invoice
Keep quotes, selections, approvals, photos, invoices, and pending follow-up connected to the job. L&M sets up the records and handoffs around the way your company already works.
Free job-flow guide
Use the prompts and checklists to improve the field-to-office handoff before deciding whether you need a full setup.
Works with current tools
Keep the field tools and habits your crew already uses
2–5 days
Typical first setup window
Clear owner view
Shows paperwork, follow-up, invoice status, payments, and records prepared for accountant review
Fix the handoffs that slow billing
Start with the details that move from the field to the office and back again.
Use one invoice process
Prepare invoices in one branded format, track payment status, and keep the month-end handoff with the job record.
Track the next follow-up
Record the owner, due date, and next action before a lead, approval, or payment is missed.
Typical contractor install ranges
Final scope depends on job volume, current records, and the handoffs you want included.
Foundation
For contractors who need a clean place for customer records, job notes, and simple invoice flow.
Investment
$2,500
- Customer and job record structure
- Branded invoice setup
- Document naming and folder structure
- Basic follow-up checklist
Core Install
For businesses with more jobs, more moving pieces, and more frequent billing/admin follow-up.
Investment
$3,500
- Everything in Foundation
- Estimate-to-job-to-invoice workflow
- Payment-status visibility
- Owner walkthrough and handoff
Ops + AI
For owners who want AI help preparing recaps, updates, reminders, and missing-detail checks for review.
Investment
$5,000–$7,500
- Everything in Core Install
- AI-assisted recap and reply support
- Follow-up prompts, checklists, and missing-detail helpers
- Recurring reminders and draft preparation, with owner review before external use
Optional support starts at $149/month. Included work and response times are confirmed in writing.
Tell us where the job flow breaks down
Describe one current job from site visit through billing. We will recommend which records and handoffs to organize first.
- Where photos, selections, approvals, and changes live now
- How estimates become invoices
- Which follow-up depends on memory
A typical job and the tools you use are enough to start.