GO First Consulting

BACKGROUND

Introduce your business and what you do there.

I'm the operations manager of a construction company. We build high-quality custom decks and outdoor structures.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with GO First Consulting?

We needed help with task automation and JobTread implementation.

SOLUTION

What was the scope of their involvement?

GO First Consulting implemented our business to JobTread and helped us get automated systems in place to scale and stay organized. The team moved our whole operation into JobTread, including our job pipeline, customer records, cost catalog, and a quote template where customers approve the price and pick their decking and railing colors in one signed document. GO First Consulting also built automations around it, including a monthly sync that pulls our costs and logs our material costs, a pricing check that flags when our JobTread catalog costs are out of date, an estimating tool that turns our site measurements into a full quote and budget in JobTread, and help tracking receivables and drafting invoices in QuickBooks.

What is the team composition?

We worked with one teammate from GO First Consulting. Grant, the GOAT!

How did you come to work with GO First Consulting?

We found them through an online search. We chose them over other options because they had high ratings, a great culture fit, good value for the cost, and company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We worked together from October 2023–June 2024.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The biggest change is speed. Building a quote used to take hours. Now it takes 10–30 minutes because our measurements go straight into JobTread and come out as a finished proposal the customer can sign online. Material costs that we used to track by hand from receipts are now logged automatically every month, so our pricing stays current without anyone keeping up with it. All of our jobs are tracked in one place, from the first call to the final payment, and we've been able to handle more jobs without adding office help. We can now handle 1–5 more jobs a week and save 5–8 hours per week on administrative or quoting tasks. What used to take hours now takes approximately 10-30 minutes.

How did GO First Consulting perform from a project management standpoint?

GO First Consulting's project management was good. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

What stood out most was how well GO First Consulting tailored everything to our business. They didn't hand us a generic JobTread setup. The team took the time to learn how a deck company actually runs: how we measure, price, quote, and bill in three payments. Then, they built the system around that.GO First Consulting also worked with the tools we already used, like Gmail, Google Drive, and QuickBooks, so we didn't have to start over. The team was patient and easy to reach, explained things in plain language, and ensured we understood the systems well enough to run them ourselves.

Are there any areas they could improve?

There's nothing they could have done better.

BACKGROUND

Introduce your business and what you do there.

I’m the president of LiveWell Outdoors, an outdoor living design-build firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with GO First Consulting?

We needed help setting up JobTread and tying it in with some AI tools. We wanted to take data that we already had and put it into JobTread to get our new estimate system built up.

SOLUTION

What was the scope of their involvement?

GO First Consulting has helped us set up JobTread. We’ve already started the process, but we weren’t there yet and kind of paused. The team has helped us take the leap to get us set up and going. We’re not 100% done yet, but the work has mostly involved data migration. The process has been tied into using Claude (Anthropic) to get things set up in a way that makes it easier for us.

What is the team composition?

We’ve worked with one teammate from GO First Consulting.

How did you come to work with GO First Consulting?

I found Grant (Founder) in a Facebook group tied in with the estimating software we purchased. I chose GO First Consulting because they offered good value for the cost, and they seemed to fit the bill for me.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working with GO First Consulting in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

GO First Consulting has helped us efficiently get towards the end game. Our team is excited to have the ability to use an estimate system that’s easy to use.

How did GO First Consulting perform from a project management standpoint?

We communicate with GO First Consulting through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

GO First Consulting’s knowledge of Claude and JobTread is impressive.

Are there any areas they could improve?

I can’t think of anything for GO First Consulting to improve.