01
Quote and estimate tools
Early prices from your own rate card, in minutes, clearly marked as estimates and confirmed on site.
See the estimator →For contractors, trades and field service businesses in BC
Tools that quote, track and run the job.
We build them around how your business already works, they're yours to keep, and we set Claude up properly for your team so the AI works from the same records you do.
Screens from recent work. Sample data and sample rates.
What we build
Built around your work
Each one fits how your crew and office already run. You own it when we're done.
02
Project tracking for owners and builders
Portfolio, preconstruction and construction admin in one place, with one sign in for the whole team.
See the project hub →03
A CRM inside your own Microsoft 365
Accounts, contacts and deals kept in your own Microsoft 365. Ask Claude to log a call or move a deal.
See the CRM →04
Claude set up for your team
The connectors your team needs, privacy settings handled, and a working session on your own work.
Getting Started →Recent work
What we've built lately
The problem, what we built, and what changed. Short versions on the work page.
Sample built, not live yet
Instant quote estimator
For a pressure washing company. A customer types their address, answers a few quick questions, and sees an early price in minutes.
Read the short version
Running on our own projects
Project hub for owners and builders
Portfolio, preconstruction and construction admin in one place. Claude works from the same records, so chat and screen agree.
Read the short versionHow it works
One job, four layers
Not four services to shop between. The same job, done in the right order.
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Map the operation
Before anything gets built.
We map how the work actually moves: who touches what, where it stalls, and the steps that only live in someone's head.
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Systemize the workflows
Turn the map into something your team can run.
The tools, the checklists and the records, built so the work keeps moving when the owner is out on site.
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Wire in the AI
AI lands on a process that already works.
Claude goes in second, person by person, with the right access and the privacy settings in place from day one.
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Hand your team the keys
Built for handoff.
You run it after we leave. The tools, the records and the guides are yours. No black box, no dependency on us.
Who you work with
From the owner's side of the job
Upstream was founded by Levi Dick, who spent fifteen years as an owner's rep and project manager on builds for Aritzia, JOEY, Gateway Casinos, Noodlebox and Meat & Bread. He reads budgets, schedules and crews the way an owner has to, and that read goes into every tool we build.
Tell us where the work gets stuck
Start with a free intro call: a few questions about how your business runs, no pitch. If there's a fit, we scope it from there.