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Data organization and custom business systems

Bring your business data together and put it to work.

BP Systems helps established service businesses turn paper files, spreadsheets, email, and disconnected software into one organized foundation, then builds the workflows and application capabilities needed to run the business more efficiently.

You retain ownership of your records, domain, Google Workspace, and customer-controlled accounts.

  • You keep ownership
  • Family-owned
  • No long lock-in

Sound familiar?

Your business has years of value. Can you quickly show where it lives?

Most established service businesses did not choose a system. They added tools one at a time as the work grew, and the information spread out with them.

About a third of an owner's work week goes to admin instead of paying work.

Source: Forbes, via Xero

Where the information ended up

  • Filing cabinets and paper job folders
  • Excel and Google Sheets
  • Email inboxes
  • Google Drive and Dropbox
  • QuickBooks
  • PDFs and photographs
  • Whiteboards and employee phones
  • Software that does not talk to anything else

What it costs you day to day

  • The same details get typed in more than once.
  • Documents and follow-ups fall through the cracks.
  • Reaching past customers takes longer than it should.
  • There is no single view of the work you have completed.
  • Compliance evidence sits in several different places.
  • Too much of how the business runs lives in one person's memory.
  • Supporting an assessment, a transition, or a sale means a scramble.

Assessment readiness

You built the value. Now organize the evidence.

Whether you are thinking about financing, a succession plan, retirement, or a sale, the question is the same: can you show what the business has done and how it operates? That is far easier when the record of it is in one structured place.

70% of small business owners have no formal succession plan or are just starting one. Only 8% feel fully prepared to hand off their business.

Source: Chase, 2026

40% of small business owners plan to retire within the next decade.

Source: Chase, 2026

We can't tell you what your business is worth, but we make sure nothing gets lost, left out, or forgotten when it's time to show what you've done. Whether that supports a sale, financing, or a transition is still a decision for you and your professional advisors.

What gets organized

  • Customer history
  • Job volume and geographic reach
  • Service and maintenance history
  • Contracts, photographs, and signed documents
  • Compliance and exposure records
  • Repeat-customer and referral history
  • Operating processes and institutional knowledge

How much of this you already have is what the assessment measures, and it is where the written scope and price come from.

Request a Data Assessment

Schwade by BP Systems Consulting ยท managed records and business app

Organize the foundation. Operate from one system. Automate and specialize.

Start with the foundation. Add the application and advanced capabilities when your business is ready for them.

  1. Data Foundation

    Organize the foundation.

    Turn scattered business information into a structured foundation your business owns.

    $200 / month

    Setup starting at $1,500

    • Discovery and assessment of where your records live today
    • Digitization of paper and electronic records
    • Organization inside your own Google Workspace
    • Consistent folders, naming, and filing
    • Google Forms for information you collect over and over

    Plus 4 more. See the full list

  2. Schwade Core

    Operate from one system.

    Give the business one place to work from instead of several disconnected ones.

    $350 / month total

    No second standard setup fee when upgrading

    • Everything in Data Foundation
    • Access to the business operations application
    • Customer, property, and job records
    • Search, dashboards, and standard reports
    • Job-history visualization and geographic heat maps

    Plus 6 more. See the full list

  3. Schwade Advanced

    Automate and specialize.

    Add the automation and industry-specific tools a business is ready for once its records are organized.

    $700 / month total

    No second standard setup fee when upgrading

    • Everything in Data Foundation and Schwade Core
    • Customer and job workflow and CRM capabilities
    • Quote generation and approval workflows
    • Automated email and SMS follow-up
    • Opportunity and enrichment insights

    Plus 7 more. See the full list

How the engagement works

From scattered files to one working system

Five steps, in order. You know the scope and the price before any records are touched.

  1. Data assessment

    We look at where your records live now: paper files, spreadsheets, email, shared drives, accounting software, photos, and whatever else has accumulated. This is what sets the scope and the setup price.

  2. Scope and implementation plan

    You get a written plan covering what gets organized, in what order, what it costs, and what we need from you. Nothing starts before you agree to it.

  3. Organization and migration

    We digitize, sort, and file your records into a consistent structure inside your own Google Workspace, reconciling duplicates and conflicting versions as we go.

  4. Workflow and application setup

    We set up the forms, workflows, and application access your team will use day to day, shaped around how your business already works.

  5. Training, launch, and ongoing improvement

    We train your team, launch, and stay on to adjust things as you use them. Improvements continue after go-live rather than stopping at it.

The assessment is what determines your setup scope. It identifies record quality, access, provider, security, and workflow requirements before anyone quotes a number.

Ownership and control

It stays your business, and your information

A long-term technology partner should be easy to leave. That is what makes it worth staying with.

  • You own what we organize

    Your records are organized inside your own Google Workspace, on your domain, in accounts that stay in your name.

  • Documented access, not control

    Provider accounts you control stay yours. We work through documented administrative access rather than holding the keys ourselves.

  • A clean way out

    Standard exports and an administrative handoff are available when you offboard. Nothing is held hostage to keep you subscribed.

  • Terms you can read in a minute

    The first year is an annual plan and your 3 onboarding months are free. After that you can renew, switch to monthly, or give 30 days' notice. You get all of it in writing before anything starts.

You own what we organize

Your records, your Google Workspace, your domain, your provider accounts. We work with documented administrative access, not ownership.

Start at the foundation

Setup starts at $1,500 with $200 per month. The assessment tells you the real number before any work begins.

Add capability when it fits

Move up to the application and advanced workflows when you are ready. No second standard setup fee to upgrade.

Clear terms, clean exit

An annual first year with your 3 onboarding months free. After that, renew, switch to monthly, or leave with 30 days' notice, and take standard exports with you.

What this looks like in practice

Built for how service businesses actually run

We work with established service businesses of roughly 2 to 15 employees. These are examples, not limits, and if your trade is not listed the work is usually much the same.

  • Radon mitigation

    Test records, properties, installations, and job history connected to each other, so the compliance evidence for a given address is one search instead of an afternoon in the filing cabinet.

  • General contracting

    Estimates, job documents, site photographs, and customer history filed together per job, so the paperwork for work you did four years ago is still findable.

  • HVAC and plumbing

    Service history organized so the customers due for maintenance are a list you can act on rather than something you try to remember.

  • Fencing and concrete

    Completed work mapped geographically, so you can see where you have been busy and follow up in the neighborhoods where the work already is.

Schwade plans: the commercial details, in plain terms

  • Setup starts at $1,500, due when you sign.
  • The first year is an annual plan, and your 3 onboarding months are free as an introductory offer. Your first-year payment is due at handoff, when onboarding ends.
  • After the first year your plan renews annually and you save the cost of two months, or you can switch to month to month.
  • Every plan includes Google Workspace with 2 accounts. Additional Workspace users are $20 per user per month.
  • Schwade Core and Schwade Advanced include online payments at 4.5% per online payment, minimum $1, with Stripe's processing fees included.
  • Prices include applicable sales tax.
  • Provider usage, unusually large migrations, bespoke development, and work outside the agreed scope can cost extra.
  • Existing customers can move up a service level without paying another standard setup fee.

BACKED BY RESEARCH

Loyal customers and organized records tend to make a business worth more.

Customer retention and digital organization are two things we focus on every day. Independent research keeps connecting both to how businesses perform and how they're valued.

What the research shows

3-7%
Increase in modeled customer and firm value for every 1% improvement in customer retention.
13%
Higher likelihood of receiving an acquisition offer, tied to a meaningful increase in a company's digital organization.

These figures come from studies of large, publicly traded companies. We're sharing them because the pattern is well documented, not as a promise about your specific business.

Source and study details
  • Retention you can see

    Track repeat customers and job history in one place instead of relying on memory.

  • Records worth showing

    Job files, contracts, and customer history out of drives and folders and into a structured system.

  • A business that runs without you

    Document the routines and customer knowledge that usually live in one person's head.

Common Questions

Questions we get asked a lot

The things people ask us before we start working together.

What happens during the data assessment?
We walk through where your information currently lives: filing cabinets, spreadsheets, email, shared drives, accounting software, photos, and whatever else has built up over the years. We look at how much there is, what condition it is in, how it is accessed, and how your team works with it today. You get a written scope and a setup price from that review.
Can you work with paper records?
Yes. Paper records are one of the main reasons businesses call us. We digitize job folders, contracts, test records, signed documents, and photographs, then file them into a consistent structure alongside everything that is already electronic. Volume, condition, and whether pages need OCR all affect the setup price.
Do I have to replace all of my current software?
No. Most businesses keep their accounting software, and Google Workspace stays where your files live. We organize around what you already use and reduce the places where the same information is kept twice. If something genuinely needs to be replaced we will say so, but replacing your whole toolset is not the goal.
Who owns my information?
You do. Records are organized inside your own Google Workspace, on your domain, in accounts you control. We work through documented administrative access. If you leave, you get standard exports and an administrative handoff, and your information stays where it already is.
Can I begin with Data Foundation and upgrade later?
Yes, and most businesses do. Data Foundation is setup starting at $1,500 plus $200 per month. Schwade Core is $350 per month and Schwade Advanced is $700 per month, and moving up does not trigger another standard setup fee.
Is the application completely custom?
It's built around you, even though it's not built from scratch for every customer. Schwade Core gives you customer, property, and job records, search, dashboards, reports, and scheduling. Configured to match how your business runs day to day. Schwade Advanced adds workflows and plugins built for your industry, and we keep improving those plugins using what we learn from the businesses actually using them, including yours. If you need something fully custom beyond that, we scope and quote it separately.
Can this help prepare my business for a sale or assessment?
Yes, this is exactly the kind of preparation that makes a real difference. When your job history, service records, contracts, signed documents, photographs, compliance records, and repeat-customer history are organized in one place instead of scattered across filing cabinets and drives, you go into a sale, financing conversation, or transition with real, documented evidence of what your business has built, not just your word for it. Research on customer retention and digital organization consistently links both to how businesses are valued, and you can read those studies on our resources page. We can't tell you what your business is worth, but we make sure nothing gets lost, left out, or forgotten when it's time to show what you've done. Whether that supports a sale, financing, or a transition is still a decision for you and your professional advisors.
Does BP Systems provide a formal business valuation?
No. We don't perform valuations, appraisals, audits, brokerage, accounting, legal analysis, or quality-of-earnings reviews, and nothing we produce should be treated as one. What we do is make sure the professionals who handle that work have clear, complete, well-organized records instead of having to piece your history together themselves, the difference between a rushed process and a smooth one. Organized records don't replace a valuation. They make it possible to get a good one.
How long does implementation take?
Most implementations run 4 to 6 weeks, depending on the systems you already have and what you need. A business with mostly electronic records moves faster than one with two decades of paper job folders, and the assessment is what tells us which one you are. You get a firm timeline in the written plan before any work starts.
What happens if I stop using the service?
Your records stay yours. The first year is an annual commitment. After that you can renew for another year, switch to month to month, or leave with 30 days' written notice before your renewal date. At offboarding you get standard exports and an administrative handoff, and your Workspace, domain, and provider accounts remain in your name throughout.
Is AI required?
No. AI is a capability in Schwade Advanced, not a requirement. Data Foundation and Schwade Core involve no AI assistant at all. It is worth using only after your records are organized, because analysis of disorganized information is not worth much.
Will my information be used to train AI?
No. Your business information is not used to train AI models. The AI assistant available in Schwade Advanced works against your organized records to answer questions for you, and it is something you opt into rather than something switched on by default.
What causes the setup price to increase?
Setup starts at $1,500 and rises with the size and difficulty of the job: how many records there are, what form they are in, what condition they are in, whether pages need OCR, how many separate systems hold information, how access is arranged, and how much reconciling duplicate or conflicting versions takes. The assessment is what turns those factors into an actual number.

Find out what your business data can already tell you.

Start with a practical review of where your information lives, how it is being maintained, and what it would take to turn it into one usable system.

Request a Data Assessment