Foundation Repair & Waterproofing
Connect your CRM, sales app, field service platform, and accounting so you can see which leads, sales reps, and crews actually produce profitable repair and waterproofing jobs. Cass & York builds custom AI-assisted document processing and software integrations that track estimates, crew cost and warranty service, with human review for uncertain records.
Foundation repair, basement waterproofing, and crawl space companies running several crews or several territories, including product network dealers and operators that have grown through acquisition.
Show Us Your Workflow[01] Where systems separate
Where the sale and the install stop matching.
- 01Pier counts, wall anchors, and drain footage on the signed contract don't match what the crew installed or what was billed
- 02Leads spike after heavy rain, and no report shows cost per sold job by lead source once the rush is over
- 03Transferable warranty records live in folders and email, and every home sale means someone digs one up by hand
- 04Engineer letters and permit requirements are tracked outside the CRM, so jobs wait without anyone seeing why
- 05Sump pump and dehumidifier service gets sold with the job but is never scheduled against crew capacity
- 06Each acquired company brings its own CRM, price book, and warranty terms
[02] The software in place
The systems we usually find.
Foundation and waterproofing companies usually run a sales system built for appointments in the home and a separate system for crews. The contract has to survive the trip between them.
Field service platform
ServiceTitan
Estimates, crew scheduling, and projects that run several days at a number of waterproofing companies. We come in when sales, warranty, or accounting data live outside it.
CRM and sales in the home
MarketSharp and Leap
Lead management, sales appointments, and digital estimates and contracts at many basement and foundation companies. Signed scope has to carry into production and accounting.
CRM and bidding
Contractor Accelerator
A CRM built for foundation repair and waterproofing, with bid drawings that place piers and wall anchors. Those quantities need to match the install and the invoice.
Product and dealer network
Supportworks
Engineered piers, anchors, and stabilization products sold through independent dealers. Product purchases and job specifications should tie back to each install.
Documents
Engineer letters and warranty files
Structural engineer reports, permits, and transferable warranty certificates, usually stored as PDFs outside every system above.
[03] Questions worth answering
Numbers foundation repair owners ask for that no single system can answer.
- 01Sold versus installed scope
- Piers, anchors, drain footage, and encapsulation square footage on the contract compared to what crews installed and what was invoiced.
- 02Cost per sold job by lead source
- Joins lead source, appointments run, contracts signed, and cancellations, including the spikes that follow heavy rain.
- 03Close rate and average ticket by sales rep
- Appointments run, contracts signed, and contract value per rep, with financing approvals and declines alongside.
- 04Crew production and job margin
- Installed units and labor hours per crew day, with material and labor cost from accounting against the contract price.
- 05Warranty and service obligations
- Active transferable warranties, warranty service calls, and annual maintenance visits owed, by address and by the crew that did the original install.
[04] What we build
Keep the CRM. Build what's missing around it.
We often begin with the gap between what was sold and what crews installed, because it touches the CRM, the field record, and invoicing. Then we build the reporting around it.
01
Contract to install to invoice reconciliation
Systems Integration →02
Lead source to sold job attribution
Dashboards & Reporting →03
Sales rep and crew performance dashboards
Dashboards & Reporting →04
Warranty registry searchable by address
Custom Internal Software →05
Engineer letter and permit tracking by job
Document Intelligence →06
Combined reporting across acquired companies
Unified Data Platforms →07
AI-assisted processing of foundation inspection reports, warranty records and estimates, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
Eight piers sold, ten installed
Crews sometimes add piers once they see the soil. We compare the signed contract, the crew's completion record, and the invoice for every job, and send the differences to the production manager before billing closes.
The warranty request from a buyer's agent
A house sells and the buyer's agent asks for the foundation warranty. We build a registry that pulls up the warranty, engineer letter, and install photos by address, connected to the original job in the CRM.
After the storm
Heavy rain fills the calendar with waterproofing appointments. We show which lead sources produced sold jobs during the rush and which only produced calls, so next season's spend is set on revenue.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull leads, appointments, and signed contracts from the CRM, crew schedules and completions from the field platform, and invoices, payroll, and material costs from accounting.
02Unify
Match homeowners, addresses, and jobs across systems, agree on how installed units and margin are counted, and flag contracts that don't match the install.
03Build
Deliver the dashboard, reconciliation, or warranty registry your team asked for, with every number traceable back to the source job.
[08] Questions
Foundation Repair & Waterproofing: common questions
Do we need to replace our CRM or field service software?
No. Your CRM and field software keep running sales and installs. We connect them to accounting and warranty records so piers sold, piers installed, and job margin can be compared.
Can you combine reporting across foundation repair companies we've acquired?
Yes. We map each company's leads, contracts, products, and warranty terms to shared definitions so the numbers can be compared and rolled up.
Can you track pier and wall anchor counts from contract to install?
Yes. We pull the line items from the signed contract and the crew's completion record, then compare both to the invoice so changes are approved and billed.
How do we find transferable foundation warranty records when a house sells?
We bring warranty certificates, engineer letters, and job records into one registry searchable by address and customer, connected to your CRM.
Can AI automate foundation inspection reports, warranty records and estimates for foundation repair & waterproofing?
Yes. Cass & York can build a workflow that extracts structured details from foundation inspection reports, warranty records and estimates, matches them to records in ServiceTitan and MarketSharp and Leap and accounting, and flags missing or ambiguous information for staff review. The integration can track estimates, crew cost and warranty service without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →