Operations, AI and Software for Commercial Contractors
We solve your costliest problem. Then we build it into software, together.
We work on your real jobs and numbers, build what fixes it, and train your team to own it. When a solution works for one business, we take it to the industry and our partners share in the upside.
What our clients say
“Thorough, brilliant, and one of the best to work with who cares about supporting you and your company to maximize growth, profitability, along with streamlining your business day to day details.”
Why we exist
The software revolution should not skip the trades.
For decades, custom software belonged to big companies with big budgets. The businesses that build and maintain everything around us were left with spreadsheets, whiteboards and tools their teams never adopted.
AI changed the cost of building. But building the wrong thing quickly is still building the wrong thing. The edge goes to whoever knows the right questions to ask.
Think of us as the general contractor for your software.
You know the job better than anyone. We know how to design it, build it and bring it to market, and we grow when our partners grow.
Our pillars
Led by service. Built on faith.
Servant leadership is the pillar everything else stands on. It shapes how we treat every owner, partner and team member, and it is why we partner instead of just selling.
Servant Leadership
We lead by serving. Before anything else, the product has to work for you, the way it was meant to. We guide your company, bring your team up to speed and stay with you until you win.
- The product works for you first
- We bring your team up to speed
- Your win comes above all else
- Supporting pillar
Wisdom
We think about the whole business, not just the tool: your people, your process and your numbers. Whatever it takes for you to win and feel the impact.
- Supporting pillar
Diligence
We are relentless about getting you the relief you came to us for, and we keep at it until we reach the goal we set together.
- Supporting pillar
Partnership
We move together. We plan with you, build with you and share the outcome with you, side by side from the first call.
How it shows up
Serve first
We show up to help, not to sell.
Bring relief
Take weight off owners and their teams.
Grow together
When you win, we win. It's why we partner.
Do it right
Honest numbers. Terms in writing. Your data stays yours.
That's why we partner. We would rather grow with you than profit from you.
How we partner
From your hardest problem to a product the whole industry can use.
Step 1: Solve
We map how a job moves from first call to getting paid, find where time and money leak, and put a number on it. Then we size how many shops share it and what the product should charge.
Step 2: Build
The best engineers and product designers build it on your real data, and we train your team to own it. A working version lands in weeks, not quarters.
Step 3: Measure
A monthly scorecard against your baseline and the forecast we set before the build.
Step 4: Scale
When the problem is shared widely, we take the solution to market and founding partners share the upside.
See every step, gate and timeline on How We Work.
Our portfolio
Products built alongside the contractors who use them.
Each one started as a problem inside a real business. Each one is owned by ClearOak and shaped by its partners.
ReQueue
LiveAI-powered quote follow-up and lead resurfacing. Forgotten quotes come back to life before the job goes to a competitor.
- Problem
- Lost quotes
- Built with
- A commercial awning partner
Valance
In developmentReal-time design renderings and customer collaboration in one place, so customers can see the finished job and say yes sooner.
- Problem
- Slow customer decisions
- Built with
- Contractor input
The partnership model
One free call. Three ways to build.
- Step 1 · FreeDiscovery call
- Step 2Is it a fit?
- Step 3Pick your path
- Path A
Your Own Build
Software made for you alone.
You pay
Full build price
- Included: The operational efficiencies
- Included: You own 100% of it
- Included: Never sold to anyone else
- Not included: No upside from scaling it
Best for a process that's truly unique to you.
- Path B
Partner Build
Pay cost. Own a piece.
You pay
Cost of the build only
- Included: The operational efficiencies
- Included: We size the market and handle distribution
- Included: Equity as we scale it through our channels
- Included: Lifetime discount
Best when other shops share your problem.
- Path CLowest cost
Group Partner Build
Build with 3 to 5 peers. Split the cost.
You pay
Your share of the cost
- Included: The operational efficiencies
- Included: We size the market and handle distribution
- Included: Equity as we scale it through our channels
- Included: Shaped by a whole peer group
Best for problems the whole trade has.
Cost bars are illustrative.
Every path
The efficiencies
A tool that saves your team real time and money from the first weeks. That return is yours on every path, with or without equity.
Paths B and C add
The upside
We size the market, build it into a product, and push it through our distribution. You own a piece of what it becomes.
Questions about the paths? Read the FAQ.
Your data stays yours. Customer lists, pricing and processes are never shared with other partners or used outside your business without your permission.
Case studies
Real results from real contractors.
Awning company
Forgotten quotes were costing hundreds of thousands
~$375K
added annually; close rate 30% to 33%
Commercial painting
Scheduling 35 painters was running on a whiteboard
643% ROI
$96,540 net gain; 1,296 hours recovered
Sign and awning company
The GM was spending 25 hours a week reviewing quotes
1,000+ hrs
of GM time saved each year
Manufacturing finance
A 13-week cash flow report was built by hand weekly
1h 45m to 30m
$8,125 per year in labor recovered
Results are annualized run-rate projections. Actual outcomes are actively being measured and may vary.
How Much Are Broken Operations Costing You?
Most contractors do not realize how much time and money they lose to inefficiency every week. Adjust the sliders below to see what better operations could mean for your business.
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Weekly hours lost
$0
Annual labor cost
$0
Annual rework cost
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Total annual cost of broken operations
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Projected annual savings with ClearOak
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Estimated payback period
* Assumes an estimated engagement cost of $15,000. These figures reflect direct operational inefficiency only. Your actual results will vary based on business size, complexity, and implementation scope.
The people behind the method
Operators and investors first. Builders when it counts.
John Baker
Founder and Head Strategist
Phillip Weinstein
Advisor, Investment and Growth Strategy
Jeffrey Ferguson
Advisor, Finance and Investment Strategy
Zafir Dharssi
Advisor, Product and Technology
David Lovejoy
Advisor, AI and Process Innovation
Certified to build on Anthropic's Claude. The best engineers and product designers join every project.
Our guarantee
We stand by our work. If we don't deliver, you get your money back.
What we promise is written into your proposal before any work begins.
Let's find the problem worth solving.
Thirty minutes on how a job moves from first call to getting paid, and where it breaks. No pitch.
Book a 30-Minute Call (opens in a new tab)