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Keep sales,
work, and costs
connected.

DATUM maps how your business runs, sets up and connects the software, and trains your team.

See what we do

Follow one job

Job / 041

Roof replacement

EstimateAccepted
ScopeRoof replacement
Promised dateRecorded
Scope agreed

The accepted scope reaches the office with the job.

Your team shouldn’t
have to fill every gap.

A quote is accepted.

Someone retypes it to start the job.

The schedule changes.

The crew finds out too late.

The work is finished.

The office chases the final cost.

We find these gaps with your team, then connect the steps in the software you use.

From the first call
to the final invoice.

Make the tools
work for your team.

Explore the work

Understand the work

Follow real jobs and find where details get lost.

Set up the systems

Connect sales, schedules, stock, and accounting.

Train the team

Test real work together and help people use the system.

Give AI a clear task

Add agents where the rules and data are ready.

Connect the tools behind your work.

We check what your sales, operations, and accounting tools can share before proposing a connection.

  • Aspire
  • Roofr
  • Odoo
  • ServiceTitan
  • QuickBooks
  • Housecall Pro
  • JobNimbus
  • Sage
  • Excel
  • Xero
  • Salesforce
  • Google Sheets

Let an agent prepare
the next step.

An agent can check records, draft a follow-up, or flag missing material. We define what it can read, change, and send with your team.

Watch an agent work
YouStart with a requestExample

Check completed work against the draft invoice. Prepare missing lines for my approval.

Site report.pdf + Timesheet.xlsxERP · Invoices
ReadCheckPrepareReview

Your requestThe files and connected records start the task.

You approve before the next step

Find one thing
to fix first.

Answer three questions. Get a short checklist to help your team find where work gets held up.

No email needed. About one minute.