SERVICES

Process Consulting System Integration OnBase Services Support & Optimization

What We Do

We help construction and materials companies clean up the messy back office. From job tickets to invoices, we simplify how work flows between teams, systems, and documents. Letting you spend less time tracking things down and more time moving jobs forward.

Workflow Optimization

We help you uncover the bottlenecks holding back your team, then work alongside you to design a faster, simpler way to get the job done.

Data Harmony

Break down the software silos holding your team back. We connect your systems so work and data flows seamlessly.

Platform Expertise

We help you get the most out of OnBase, whether you’re just getting started or need to expand what it can do. From document management to automation, we tailor it to fit how your business actually runs.

Maximize What You’ve Got

We help you get more from the systems already in place, tuning workflows, cleaning up old setups, and giving your team the tools and training to work right.
INDUSTRIES

Concrete & Aggregate Construction

Who We Serve

We work with construction, concrete and aggregate companies that are tired of the back-office bottlenecks holding their operations back. Whether you’re dealing with job tickets, scale data, or messy invoicing, we help you simplify and streamline how work moves from field to finance.

Ready-Mix Plants and Quarries

From load tickets at the quarry to scale data and delivery billing, we automate your critical workflows, cutting down paperwork delays and improving accuracy from plant to payment.

General Contractors and HVAC

We help construction teams streamline invoice approvals and eliminate paperwork bottlenecks. From field-generated invoices to back-office reconciliation, we automate the busywork, cutting turnaround time and helping your team stay focused on the build, not the backlog.
SOLUTIONS

Document Management HR Automation

Solutions

We don’t sell products. We build practical solutions to fix the everyday problems that slow your team down. We work hand in hand with you to create automation that fits your process, so your team doesn’t have to relearn how to work.

Digital File Cabinet

We organize your files, forms, and records in one secure and searchable place. No more chasing paper or digging through inboxes. Your team gets fast access to the information they need.

Invoice-BOL Reconciliation PO Automation

Simplify Paying Your Bills

We automate how invoices move through your team, from capture to approval to posting. This means fewer errors, faster processing, and a smoother handoff between the field and the office.

Explore AP Automation

Match with Confidence

We automate the comparison of incoming invoices and bills of lading, helping your team catch mismatches, reduce manual effort, and stay audit-ready. Exceptions are flagged so you can focus on resolving, not rechecking.

Smarter Purchasing

We simplify how purchase orders are created, tracked, and approved. From auto-filling invoice data to keeping everything organized and aligned, your team can move faster with fewer mistakes.

Paperless People Ops

We digitize onboarding and employee documentation, helping your HR team stay organized, compliant, and focused on people instead of paperwork.

Auto Claims, Automated

We help auto shops automate the entire claims process, from damage intake to final settlement, saving time and reducing errors.
RESOURCES

Articles Downloads

Learn and Explore

Our resource center is where insight meets action. Whether you’re looking for practical tips, proven results, or ready-to-use tools, everything here is built to help you work smarter and stay ahead.

Insights That Matter

We share short, focused reads that tackle real operational pain points. Get clear takeaways you can apply without the fluff.

Tools You Can Use

Grab ready-to-use checklists, templates, and guides. Built for busy teams that want results without the ramp-up.

Precision Case Study BMC Case Study

Real Results

See how others have simplified their workflows, reduced manual work, and unlocked new capacity. These are real solutions, built around real problems.

All Case Studies

Faster AP for a Growing HVAC Company

Precision Air needed to get control of their invoice approvals. We helped their team eliminate manual AP steps, cut turnaround time, and streamline how the back office supported the field, without disrupting how they already worked.

Automation Powers Expansion

Breckenridge Material Company needed to eliminate manual bottlenecks in accounts payable. With an OnBase solution integrated to their ERP, they cut 100+ hours of weekly workload to under, supporting growth without adding headcount.
ABOUT

Case Studies

Featured Case Studies

Precision Air Team

Case Study Precision

This solution eliminates the manual burden of reconciling material and hauling invoices against Bill of Lading (BOL) documents. Designed for high-transaction environments, it automates document intake, validation, approval, and ERP posting, ensuring accuracy, transparency, and speed in accounts payable processing.

Read the Article

Breckenridge Material Company Truck

Case Study BMC

This solution eliminates the manual burden of reconciling material and hauling invoices against Bill of Lading (BOL) documents. Designed for high-transaction environments, it automates document intake, validation, approval, and ERP posting, ensuring accuracy, transparency, and speed in accounts payable processing.

Read the Article

Precision Air Team

How Precision Air Gained 40+ Hours with a Custom AP Automation Solution

By co-building with Precision Air, Savvy Source transformed a time-draining AP process – freeing up valuable time and delivering actionable financial insights in an intelligent, high-visibility system that improved accuracy, and brought new clarity to operations.

Read the Article

Precision Air Team

Case Study Precision

This solution eliminates the manual burden of reconciling material and hauling invoices against Bill of Lading (BOL) documents. Designed for high-transaction environments, it automates document intake, validation, approval, and ERP

Breckenridge Material Company Truck

Case Study BMC

This solution eliminates the manual burden of reconciling material and hauling invoices against Bill of Lading (BOL) documents. Designed for high-transaction environments, it automates document intake, validation, approval, and ERP

Let’s Build the Workflow That Fits Your Build Process