--- title: Shop & Field | Office Systems for Contractors and Machine Shops description: Operators who build the system your office runs on. Two improvements built on site and handed over in six months, for owner-run contractors, subs and shops across the Southeast. --- [Skip to content](https://www.shopandfield.com#main) [![Shop & Field. Systems that build capacity.](https://www.shopandfield.com/hubfs/raw_assets/public/Shop-and-Field/shop-and-field-logo.svg)](https://www.shopandfield.com/?hsLang=en) Menu ☰ [What we fix](https://www.shopandfield.com/#what-we-fix)[Six months](https://www.shopandfield.com/#six-months)[Who leads it](https://www.shopandfield.com/#who-leads-it)[The software question](https://www.shopandfield.com/instead?hsLang=en)[Tell us what's stuck →](https://www.shopandfield.com#contact) Built for owner-run contractors, subs and shops # Your crews go home. The office comes home with you. The quotes get written at ten at night, the jobs live in your head, and the pipeline depends on the phone ringing. We have spent our careers inside companies like this. Over six months we come to your shop, build two improvements around the way your team already works, one for running the work and one for winning it, and hand them over so you get hours back each week and the business can take on more jobs. Based in Nashville and working across the Southeast. The site visit is part of every engagement. [Tell us what's stuck →](https://www.shopandfield.com#contact) 20 minutes on the phone and nothing to prepare. Or call or text Dan at [(615) 669-0547](tel:+16156690547). For one commercial general contractor, bid reviews that took an afternoon now take about an hour and proposals that took a week go out in two days. [See the build further down the page.](https://www.shopandfield.com#plan-room) ![An owner reviewing quotes and drawings at his laptop after the working day.](https://www.shopandfield.com/hs-fs/hubfs/raw_assets/public/Shop-and-Field/sf-hero-hires.png?width=1536&height=1024&name=sf-hero-hires.png) Who you are working with ## Two operators, on site, doing the work ourselves. Hannah has spent more than fifteen years running projects for large general contractors, in the office and in the field, and she leads the part where we learn how your business actually runs and what to change. Dan builds the systems and handles how customers find you, and he built Plan Room with an owner-run commercial contractor. There is no course to take or program to join, just the two of us in your business building the thing and training your team to run it. What we do ## Give the work a place beyond your head. Shop & Field builds the everyday system an owner-run company runs on. Quotes, job information, handoffs and follow-up get a place to live and a way to move that does not depend on you, and then we improve how the right customers find and contact the company. We do the building ourselves, on site and with your people. We organize the information, put the process on tools your team can use and that are in your name, test it in the business, and train the team to keep it running. Compared with buying a platform, nothing lands on you to configure, your team keeps the workflow it already has, and when the six months are over the system is yours. ![Before: calls, quote requests and schedules all run through the owner. After: intake, job folders, estimating, proposals and follow-up have a shared process.](https://www.shopandfield.com/hs-fs/hubfs/raw_assets/public/Shop-and-Field/sf-flow-hires.png?width=1774&height=887&name=sf-flow-hires.png) What we fix ## Make the work easier to run and the business easier to find. Every engagement focuses on two agreed improvements, one from each column below. We improve the way work moves through the office first, then help the company attract and handle new inquiries. The first month establishes which improvements will make the most useful difference and what success looks like for each. ### Run the work Give the team a reliable way to move work from the first inquiry to a clear handoff. - Job intake and quotes - Estimating and proposals - Office, field and shop handoffs - Customer follow-up ### Win the work Make it easier for the right customers to find your company and get in touch. - Search and local listings - Useful landing pages - Inquiry tracking - Google Ads We do it in that order on purpose. More calls into an office that is already buried means more late nights, so we build the capacity before we build the pipeline. For owner-run general contractors, specialty contractors, fabrication shops, machine shops, and service and trade businesses. What this looks like in practice ## A clearer path from the first inquiry to the proposal. We built Plan Room with an owner-run commercial contractor whose bids were taking too long to get reviewed, priced and out the door. It moves job information, drawings, trade quotes, estimates and proposals through one shared workflow the whole team can see. The company kept its familiar working files, and its people still make the important calls. Reviewing a bid package now takes about an hour instead of an afternoon, and a proposal goes out in two days instead of a week. That means the same office can carry more bids at once. These panels are a simplified walkthrough of the real build with the client's details removed. We are happy to talk through it when we meet. [Talk through your own workflow →](https://www.shopandfield.com#contact) An anonymized real build ### Plan Room Walkthrough Follow the path from a new opportunity to a reviewed proposal. 01 Intake and job folders Keep the inquiry, walkthrough notes, drawings and due date together in one job folder. Job folder Ready for review 02 Plans and quantities Record quantities alongside their source drawings. An estimator checks uncertain measurements before they go into a bid package. Quantity worksheet Human review 03 Quotes and estimate Compare trade quotes, surface exclusions, and carry reviewed numbers into the company’s existing estimate workbook. Estimate workbook Excel 04 Proposal and handoff Prepare the proposal from the reviewed estimate and agreed scope. The team checks it and decides when to send it. Proposal draft Word These panels explain the workflow and are not connected to live jobs. The six months ## Six months to build two improvements your team can keep running. We learn the business, build and test the improvements with your people, and hand them over working. Most weeks ask for a few hours of your time, with the work planned around your team's schedule. 01 Month 01 ### Learn We spend the first month understanding your business, your people, and where work gets stuck. Together, we choose one operational improvement and one improvement to how customers find and contact you. Before building starts, we agree on the scope and how we will judge whether each is working. 02 Months 02 to 05 ### Build We design the changes with the people who will use them, build them around the tools you already have, and run them on live jobs until they hold up. Once the office has room to handle more, we build the customer-side improvement, whether that is local listings, a landing page that brings in the right inquiries, or a way to track and follow up on every one that comes in. 03 Month 06 ### Hand off We stabilize the changes, document how they work, and make sure the team can maintain them after we step back. For an estimating improvement, that could mean taking an inquiry through to a quote and follow-up without you managing every step. You keep everything built for your engagement, including the relevant files, instructions and accounts. The two improvements are agreed at the end of the first month, before building starts. Everything we build stays with your company whether we continue working together or not. Software, when it earns its place ## Build on what already works. We start with your files, forms, inboxes and spreadsheets because your team already knows how to use them. We introduce software when it helps deliver one of the agreed improvements and your people can maintain it afterward. You purchase any software directly in your company's name. The accounts and the work belong to you. [Read our approach to software →](https://www.shopandfield.com/instead?hsLang=en) Who leads it ## Work directly with Hannah and Dan. ![Hannah, project operations lead](https://www.shopandfield.com/hs-fs/hubfs/raw_assets/public/Shop-and-Field/sf-hannah-original.png?width=200&height=200&name=sf-hannah-original.png) ### Hannah Project operations Hannah has spent over 15 years in project management for large general contractors, both in the office and in the field. She helps companies get organized, tighten up their process, and keep work moving without everything going through the owner. ![Dan, systems and growth](https://www.shopandfield.com/hs-fs/hubfs/raw_assets/public/Shop-and-Field/sf-dan-original.jpeg?width=710&height=1536&name=sf-dan-original.jpeg) ### Dan Systems and growth Dan builds the systems that support the work and helps companies get found. He has spent more than a decade running paid media for industrial and manufacturing companies, and he built Plan Room. Let’s get started ## Tell us where the work gets stuck. We start with a 20-minute phone conversation. There is nothing to prepare. Tell us about the company, what keeps landing back on your desk, and where you would like things to work better. If it sounds like a fit, we arrange about an hour at your shop or jobsite so you can walk us through a normal day. Afterward, you receive a one-page note with what we heard and the first thing we would change, whether or not we work together. We prepare a proposal only if you ask for one. You do not need to arrive with the two improvements picked out. We agree on those during the first month of the engagement. Based in Nashville and working with companies across the Southeast. We confirm arrangements for the initial shop or jobsite visit during our first call. Between visits, we work with your team over the phone and on screen. Fill out the form below, or text or call Dan at [(615) 669-0547](tel:+16156690547) if that is easier. Shop & Field is a service of HSF Project Consultants, with Bandana Marketing as the systems and growth partner. [The software question](https://www.shopandfield.com/instead?hsLang=en)