Steel Vault Group builds the systems a surveying firm runs on — proposals and quoting, deed and plat research, legal descriptions, project tracking from field to deliverable, and invoicing — using modern automation. We're not consultants selling advice: we run a multimillion-dollar company of our own, and we rebuilt its back office first.
See How an Engagement Works The first workflow is built free. No contracts, no sales process.Most automation consultants have never run payroll, chased a late invoice, or watched a scheduling mistake cost a customer. We have. Steel Vault's principals operate a multimillion-dollar manufacturing company serving more than 600 commercial customers, and over the last year we rebuilt its entire back office — scheduling, production tracking, receivables, reporting — cutting hundreds of staff-hours every month.
Now we build those same systems for established, owner-run American surveying firms. Everything we propose for your business is something we already live with in ours.
We've structured engagements so that all the risk sits on our side of the table.
Together we pick the single process that eats the most of your week — usually scheduling or job tracking — and we build it over four to six weeks, on our time, at no cost.
You run the system in your real operation and count the hours it saves. If the free build doesn't earn its keep, we part as friends. No invoice, no hard feelings.
Only once it's proven do we talk about a flat monthly fee to run, maintain, and extend the system. No contracts, no hourly billing, no enterprise sales process.
Requests turned into priced, professional proposals the same day — scope, fee, and timeline pulled from how you've priced similar jobs before.
Record pulls, adjoiner deeds, and prior surveys compiled into one organized research packet per project — ready before the crew rolls.
One live view of every job from signed proposal through fieldwork, drafting, and review to delivery — so nothing sits unnoticed between stages.
Invoices out the day the survey delivers, progress billing on the long jobs, and slow-paying clients chased politely until they pay.
Jason spent a decade in user-experience consulting and operations leadership before taking over day-to-day operations of a multimillion-dollar manufacturing company. Frustrated by back-office software that never fit how the business actually worked, he rebuilt its systems end to end with modern automation — and Steel Vault Group grew out of that work.
Every engagement is overseen by Jason personally, and we take on a limited number at a time so that never changes.
We don't run ads, and we don't have a sales team. We research established services firms we believe we can genuinely help, and we write to their owners directly.
If we've written to you, simply reply to that email — it comes straight to Jason, the principal who would lead your build. He'll suggest the first workflow worth automating and you can take it from there.