SOMERSET SYSTEMS

We connect your existing software into one dashboard: jobs tracked in real time, documents drafted automatically, and your numbers summarized every morning. No new tools. Up and running in under two weeks.

Book a Consultation

Built on Your Data

Every dashboard connects to your existing software and updates in real time. Here's what it looks like.

app.somersetsystems.co / dashboard
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Good morning, Mike
Wednesday, June 4, 2026
● 3 items need attention
Active Jobs
47
↑ 6 from last week
Open Proposals
$84k
12 pending review
Team On Site
12
3 available today
MTD Revenue
$127k
↑ 14% vs last month
Revenue — Last 7 Days
M
T
W
T
F
S
S
Active Work
Client Assigned Status
Riverside Corp. Carter Active
Sunset Comm. Davis Review
Alpine Group Carter Invoice
View dashboard

Everything Your
Operation Needs

Every dashboard includes the same core capabilities, adapted to your business, your software, and the way you actually work.

Run a Tighter Operation

Document Automation
Proposals, contracts, and invoices drafted automatically from your existing data. Your team reviews and approves with one click, no manual writing.
Live Operations Dashboard
All active work, team assignments, and statuses in one real-time view. Stop chasing people to find out where things stand.
Scheduling & Coordination
Assign the right people to the right work based on availability and priority. Less overhead, more output per day.
Owner Briefings & Reports
A daily summary written from your live data: what's overdue, what needs attention, how revenue is trending, delivered to your phone automatically.
Capacity Forecasting
See how much work your team can take on 30, 60, and 90 days out. Know before a busy period whether you're stretched or have room to grow.
AI Operations Assistant
Ask your business a plain-English question ("What's overdue?" "What was my margin last month?") and get an instant answer from your live data.

Find the Money You're Leaving on the Table

Profitability Analysis
See which clients, job types, and team members generate the most actual margin: not just revenue billed, but real profit after costs.
Pipeline & Estimate Tracking
Surface open proposals and pending decisions before they go cold. Track conversion rates and follow up automatically before anything is missed.
Automated Follow-Up
Reminders, renewal nudges, and client check-ins running automatically, without anyone managing a list or remembering to send a message.
Unified Reporting
All your software data (operations, accounting, CRM) reconciled into one clear view without pulling anything manually.

Up and Running in
Under Two Weeks

01
Free Strategy Call
We learn your operation: what software you use, where time is lost, what you can't see clearly. No pitch deck, no commitment.
02
Written Scope & Proposal
A document laying out exactly what gets built, the timeline, and the price. Everything agreed before any work begins.
03
Build & Test
We connect to your existing software and build the dashboard. You test it before it goes live. Nothing ships until it works.
04
Delivery & Support
We walk your team through the system, then maintain it for a flat monthly fee. Updates and new automations as you grow.

Who You're
Working With

TA
Thomas Ankenbrandt
Co-Founder
Electrical engineering from Cal Poly SLO. He also has experience at Couchbase working on finance, data, and marketing automations. Now he leads every technical build at Somerset: field crews, dispatch, job costing, and connecting software that wasn't designed to talk to each other.
VJ
Victor Josifovski
Co-Founder
Legal background with a focus on professional services and document workflows. Handles contracts, compliance, and client structure. Ensures every engagement is scoped cleanly and every client is protected.

What Our
Clients Say

★★★★★
"The proposal automation alone saved us hours every week. Before, someone had to manually pull together every quote. Now it drafts itself and we just review it."
Mike S.
Owner, HVAC Contractor, San Luis Obispo, CA
★★★★★
"I always assumed our big commercial jobs were our best margin. The dashboard showed me the opposite. That one insight changed how we price everything."
Anthony R.
Owner, Commercial Contractor
★★★★★
"We were losing renewals because nobody was tracking them. The pipeline tracker surfaced $60k in agreements about to expire. Most renewed."
Katrina L.
Operations Manager, Field Service Company

Straight Answers

Do I have to switch any of my current software? +
No. We build on top of what you already use: QuickBooks, ServiceTitan, Jobber, Procore, Clio, whatever it is. Your team doesn't learn a new platform. We connect to the data you already have.
What does my team have to do differently? +
Less than you'd expect. Most automation runs in the background. Where your team is involved (like approving a document before it goes out), it's one click. The system does the drafting. Your people handle the judgment.
How long does it take to get up and running? +
Most builds are live in under two weeks from kickoff. We test everything before delivery: what your team sees on day one works exactly as expected.
What does this cost? +
Pricing is based on the size of your operation and scope of the build. The strategy call is free with no commitment on either side. We'll give you exact numbers before any work begins.
What does monthly maintenance cover? +
Everything it takes to keep the system running: updates, integration maintenance, small changes as your business evolves, and direct access to us when something needs adjusting.

Ready to See
What's Possible?

30 minutes. No pitch deck. Just a straight conversation about your business.

Book a Consultation