Software For: Tradespeople, Home Service Pros, and Manufacturers

Software for custom quoting systems, automating backoffice operations, and replacing paper processes

Our Clients

Why Businesses Work With Us

We help businesses from construction to manufacturing to contractors save time, eliminate manual work, and modernize operations with solutions tailored to your needs. Our team digitize project and services quoting, optimize team communications between people and software systems, and automate backoffice processes so you can close deals faster, reduce errors, and focus on growing your business.

Services

  • Cloud Migration
    Move your business to AWS, Google Cloud, or Azure for security and scalability.
  • Paper to Digital
    Replace manual paperwork with efficient, custom software solutions.
  • Data Cleaning
    Fix, validate, and organize your business data for accuracy and insight.
  • Data Migration
    Seamlessly transfer data between systems with minimal downtime.
  • Internal Business Portals
    Custom portals to manage operations, quoting, and team workflows.
  • Spreadsheet Automation
    Automate and enhance your spreadsheet workflows.
  • Google Workspace Automation
    Streamline processes with Google Apps Script and Workspace integrations.
  • CRM Integrations
    Connect your tools to CRMs for unified customer management.
  • Payment & Communication Systems
    Integrate payments, Slack, SMS, email, and more into your workflow.

Case Studies

15-Year Data Migration from Microsoft Access to PostgreSQL

Situation: Manufacturing client Ironsmith had 15 years of business-critical data locked in a legacy Microsoft Access system with a complex, inconsistent schema.

Task: Migrate hundreds of thousands of rows—many with broken or outdated relationships—into a modern AWS-hosted PostgreSQL database.

Action: We built a migration pipeline to extract CSV data from Access, clean and reconstruct relationships, validate against a local PostgreSQL schema, and deploy with a one command script to AWS.

Result: Seamless launch of their new system with all historical data intact and cleanly structured—no downtime, no data loss.

A data pipeline that migrated 200K+ records across multiple tables with automated schema mapping and zero critical errors.
Complete Business System Overhaul

Situation: Manufacturing client Ironsmith's previous agency left their modernization project incomplete, leaving critical gaps in business systems and no integration between their internal tools and customer website.

Task: Deliver an end-to-end solution: a custom business portal, an integrated WordPress site, a desktop app for on premise server file access, and a full migration from legacy systems.

Action: We built a cloud-based portal with complex quote workflows, developed a public-facing site synced to product data, created a desktop bridge app for opening server files in native programs, and migrated 15+ years of legacy data from Microsoft Access to PostgreSQL.

Result: Ironsmith now manages quotes, orders, and internal data seamlessly with full control over product presentation and file access on a new system that does not crash and has 24 hour support.

Unified operations across departments and empowered staff with the right tools—internally and externally.
Economical Professional PDF Estimates from Google Sheets

Situation: A home remodel company in Long Island used handwritten notes and manual spreadsheets to prepare quotes, often taking multiple days to finalize and send estimates to clients.

Task: Maintain the flexibility of Google Sheets but drastically reduce turnaround time and deliver polished, professional PDFs that matched the company's branding.

Action: We built a custom quoting system with all their product and pricing data, a script that auto-generates a filled out, branded PDF from the company's Google Sheet estimate, pulling in all data and line items seamlessly.

Result: What used to take days now takes just a from a few minutes to at most a couple hours. The company sends out professional estimates with a very budget friendly price tag.

Faster response times and upgraded professionalism and greater transparency in pricing helped boost close rates.
Bridging Web & Desktop to Access Local File Servers

Situation: Manufacturing client Ironsmith needed users to open project folders from their browser app into Windows File Explorer—just like their legacy Microsoft Access system.

Task: Create a seamless bridge between a modern web portal and an on-site file server without sacrificing cloud benefits.

Action: We built a lightweight Python desktop app using PyQT that could be triggered from the browser, enabling users to open local folders in File Explorer and launch native apps like AutoCAD.

Result: Users retained critical desktop file access while benefiting from all the advantages of a modern web-based system.

Combined cloud flexibility with desktop control preserving the company's existing workflow.
End-to-End Sales Automation: Pipedrive + Google Forms + Angi API + Facebook

Situation: A contractor was juggling lead data between Angi, Facebook, Google Forms, and their quote creation software. Manual entry slowed down their team and introduced errors sometimes even causing them to miss incoming leads.

Task: Seamlessly integrate incoming leads from Google Forms and Angi into their CRM (Pipedrive), while ensuring all systems—including Slack and their custom quoting tool received the relevant data automatically.

Action: We built an integration pipeline that connects Google Forms and Angi's API to Pipedrive. From there, the data flows into their internal quote management system and triggers Slack notifications to the sales team.

Result: The sales team now gets real-time alerts and can track leads from intake to project without touching a spreadsheet. No more double entry or lost leads.

Eliminated manual data transfer and missed leads, giving the team more time to focus on closing deals.
FF&E Vision Board to Checkout: GatherIt Integration

Situation: The client's interior design team used Excel based vision boards to show FF&E (furniture, fixtures, and equipment) selections to customers. Gathering approvals and processing purchases involved back and forth emails, purchase orders, and manual customer signoffs causing delays and friction.

Task: Create a streamlined, interactive shopping cart experience from Excel based vision boards that allows customers to review, approve, and pay for items directly—reducing revision cycles and manual processing time.

Action: We integrated GatherIt, an FF&E specification tool, with a custom frontend shopping cart. Designers could upload product selections from Excel, and customers could instantly give feedback, request changes, or proceed to checkout and payment, all in one place.

Result: The revision process was cut from weeks to days. Customers could easily approve or decline items, and designers could instantly update the cart. The checkout flow replaced traditional purchase orders and signatures, making the entire process smoother for their customers and staff.

Accelerated project approvals and eliminated time consuming manual PO workflows, boosting both customer satisfaction and internal efficiency.
QR Code Inventory App

What it is: A free, no-login inventory management app for tracking items or parts across locations using QR codes.

Used by: Warehouse teams, offices, individuals.

Try it: https://freeinventoryqr.com/

Used by territory sales managers and others to improve accuracy and coordination when taking inventory.

"This app has been a game changer for my warehouse and distribution center. Previously, all of our displays were inventoried on paper and no records were kept, causing us to lose track of displays easily. Using the app, we can now easily see our on-hands, shift inventory between warehouses to cover gaps, and keep more comprehensive records of what is coming into and going out of the branch. Highly recommend!"

Kathleen Hickes, Territory Sales Manager at Keurig Dr Pepper Inc.
— QR Code Inventory App
— March 4, 2025

The Team

Based in California

Contact Us

Schedule a free call today

If you're interested in working with us or if you want to see if we can help you.
We typically respond within a single business day.

Email: howard@stoneypointsoftware.com
Phone: (213) 534-6018
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