MontOakCustom internal tools & software

Everything your company runs on,
under one roof.

We build custom internal tools for small and mid-sized companies — quoting, scheduling, tracking, and reporting in one system that's shaped around how your team already works.

See how it works

Manufacturing · Professional services · Trades · Athletics

Search jobs, leads, crews…
Backlog4
13 NovMedium

New lead — Westfield HVAC retrofit

◍ 3
No due dateLow

Site walk: Building C rooftop units

◍ 1
To Do4
15 NovLow

Draft quote — chiller replacement

◍ 5
16 NovMedium

Schedule crew for install

◍ 4
In Progress2
17 NovHigh

Quarterly PM at Riverside plant

◍ 2
18 Nov

Invoice + follow-up on job #4182

◍ 1

What we do

Software built around your operation

Not another subscription to bend your process into. We design and build the internal tools your company should have had years ago.

Quoting & estimating

Build accurate quotes from your own pricing, specs, and past work — in minutes instead of an afternoon in a spreadsheet.

Scheduling & dispatch

One calendar for people, jobs, and deadlines, so the office and the field are looking at the same plan.

Tracking & workflow

Every job, client, and task moves through the steps your company actually uses, with nothing living in someone's inbox.

Reporting & visibility

Numbers you trust — margins, throughput, workload — pulled straight from the work instead of rebuilt by hand each month.

The problem

Where the work quietly leaks

Most companies don't lose time to one broken system. They lose it to four half-systems and the manual work between them.

The spreadsheet only one person understands

Critical pricing and process logic lives in a file nobody else can safely touch.

Status lives in inboxes

Where a job stands depends on who you ask and which email thread they remember.

Numbers rebuilt by hand every month

Reporting is an exercise in re-typing, so decisions wait on someone's free afternoon.

Software you work around

Off-the-shelf tools cover 60% of your process — the rest becomes manual cleanup.

Built for manufacturers, professional services firms, trades, and athletics programs

One system

Run the whole operation from one place

Quotes, schedules, jobs, people, and reporting live in one custom-built system — a single source of truth instead of five tools that don't talk to each other.

Run jobs from the field

Your crews see schedules, job details, and updates right from their phone.

9:41●●● ▼ ▮
Today's jobs
High

Rooftop unit #3 — replace belt

Medium

PM checklist — Riverside

Low

Quote sign-off — Westfield

Quotes out the door faster

Build a quote from a past job and send it the same day.

Capture data automatically
Analyze with AI
Categorize jobs instantly
Generate organized output

Follow-ups that happen on their own

Set the reminders and check-ins once. They go out without you chasing them.

Every job tracked in one place

See where each job stands, who's on it, and what's next.

How we work

A build process you can actually follow

01

Map the operation

We sit with the people doing the work and document how jobs, quotes, and handoffs actually move — including the workarounds nobody wrote down.

02

Design the system

You see the screens and the data model before a line of production code ships, so the shape of the tool is agreed on early.

03

Build in the open

Short cycles with something usable at the end of each one. You review real software, not status decks.

04

Roll out and support

We train your team, migrate what matters, and keep improving it as the business changes. You own the system and the data.

Work

Three builds, three very different operations

Manufacturing

A quoting tool that replaced a 40-tab spreadsheet

Custom quoting and spec system that turns fixture configurations into priced, submittal-ready quotes in a single pass.

70%
Less time per quote
1
Source of truth for pricing
0
Spreadsheets in the quoting path
Read the build
Quote QT-2841
Margin
31.4%
Total
$40,270
Recessed downlight — 3000K×120$18,420
Linear pendant — 8ft×34$11,900
Exterior wall pack×56$7,340
Emergency egress kit×18$2,610
Professional services

Deadline tracking that survives busy season

Client workflow system that tracks every engagement, document request, and filing deadline across the whole firm.

100%
Deadlines tracked in one place
3x
Faster document turnaround
Zero
Status meetings to build reports
Read the build
Engagements · Q1
Docs requested2
Hilltop Dairy
Ansel & Co.
In preparation3
Braddock LLC
Keene Trust
Maple Ridge
In review1
Northline Inc.
Filed2
Verity Group
Oakbend
Athletics

One roster system for staff, travel, and compliance

Internal platform tying rosters, practice and travel schedules, and eligibility paperwork into a single operational picture.

3 → 1
Systems staff maintain
Same-day
Compliance visibility
Mobile
Access for travel staff
Read the build
Roster · Travel eligibility
2 flags
Departure in 3 days
R. AlvarezCleared
T. WhitfieldPhysical due
J. OkoroCleared
M. DeleonForms missing
S. BarrettCleared

Replaces your stack of apps

17tools and spreadsheets, gone for good

Job tracking

6

Every job's status, crew, and details in one view.

SchedulingDispatchChecklistsTime logsPhotosNotes

Quotes and invoices

5

Build quotes from past jobs and turn them into invoices.

EstimatesProposalsInvoicingPaymentsApprovals

Leads and follow-ups

3

Every call, quote, and reminder tracked from first contact to close.

PipelineRemindersInbox

Reporting

3

See revenue, open quotes, and crew workload at a glance.

DashboardsRevenueUtilization

FAQ

Frequently asked questions

Straight answers for operators weighing a custom build.

Built for you. We start from how your operation actually runs — your jobs, quotes, people, and steps — and shape the system around it instead of forcing you into someone else's template.

Let's map what your company runs on.

Tell us how the work moves today. We'll come back with what a custom internal system would look like — scope, sequence, and what it replaces.