How Katchmark Unified Its Systems With Quickbase

Key Takeaways

• Katchmark Construction, a 25+ year Mid-Atlantic roofing company, was running on disconnected software — field crews were hand-copying documents just to keep the office in sync.
• VeilSun built one Quickbase-powered CRM: real-time scheduling, remote field access, project management, and a direct QuickBooks integration.
• Overhead dropped from 28% to 18%, an estimated $1–1.8 million in savings on $20 million-plus in annual revenue.
• The fix wasn't more software. It was one system everyone could trust.

Katchmark Construction has been roofing the Mid-Atlantic since 1988. By the time it partnered with VeilSun, it was the nation's 60th-largest roofing company, doing more than $20 million a year — and running on software that didn't know about each other.

A job got scheduled in one program. Priced in another. Someone in the office printed it, and someone in the field hand-copied it onto a clipboard, because the systems had no way to share it directly.

That's not a technology problem. That's an overhead problem — and it was costing Katchmark real money before anyone called it that.

VeilSun built Katchmark a single CRM on Quickbase: one place for the schedule, the job, the paperwork, and the field, instead of several programs hoping to line up.

Why Did Katchmark Contact VeilSun?

Nothing about the roofing business itself was the problem. The software running it was.

• Multiple disconnected programs that couldn't pass information to each other — the same job existed in a slightly different form in each one, and none of them agreed, so someone always ended up re-entering it by hand.
• No way for field crews to collaborate with the office in real time — crews found out about schedule changes when they were already on site, or didn't find out at all until it was too late to matter.
• Manual, paper-based processes — hand-copying documents that already existed somewhere else, and every hand-copy was a chance to introduce an error nobody would catch until it showed up on a job.
• Operational expenses running higher than they needed to — with no single place to see why, because the cost wasn't one obvious problem. It was scattered across five small ones.

Every one of those is a symptom of the same root cause: no shared system of record. Everyone was working off their own version of the truth.

What did VeilSun build on Quickbase?

One cloud-based CRM, custom-fitted to how Katchmark runs jobs — not a generic template.

• End-to-end CRM — one record for a job from lead to close, instead of pieces spread across programs. Everyone touching the job — sales, scheduling, the field, accounting — sees the same version of it.
• Remote field access — crews log in and work from the field, not a printout. A change made on-site shows up in the office immediately, not the next morning.
• Real-time scheduling — the office and the field see the same calendar, updated as it changes, instead of a version that's accurate until someone forgets to update the other one.
• Project management tools — job tracking built around how Katchmark's teams work day to day, not a generic project template retrofitted to fit.
• QuickBooks integration — the numbers flow to accounting instead of getting re-keyed, which is also one less place for a typo to become a real discrepancy.

The paper-to-digital shift wasn't the headline feature. It was the byproduct of finally having one place to put the information.

What changed after go-live?

Katchmark's overhead dropped from 28% to 18% — a shift the company's own leadership attributes directly to having one accurate, real-time system instead of several unreliable ones.

Beyond the overhead number: department visibility, transparency, and accountability all improved, communication across the company got easier, and jobs became more consistently profitable — the kind of change that doesn't show up in one metric but shows up everywhere.

“The customization of QuickBase enabled a real-time information flow that streamlined our processes and helped shrink overhead by nearly 10%.”

— Steve Katchmark, Owner, Katchmark Construction

That's the story in his own words, not ours. Read the full Katchmark case study for the complete breakdown.

There's nothing exotic in what fixed this. No AI, no automation layer — just one accurate record instead of several unreliable ones.

That's Structure Before AI in miniature: get the foundation right first, and everything downstream — reporting, forecasting, eventually AI — gets easier because it isn't fighting bad data to begin with.

Ready to see what one unified platform could do for your operation?

Katchmark didn't need more software. It needed one platform everyone could trust — and a 10-point drop in overhead to show for it.

Schedule a Dream Session and we'll look at what's fragmented in your own operation — and what unifying it could be worth. No pressure, no pitch.

Frequently Asked Questions

What platform did VeilSun build Katchmark's system on?

Quickbase. VeilSun built a custom-fitted, cloud-based CRM on Quickbase, including remote field access, real-time scheduling, project management, and a QuickBooks integration.

What is Quickbase?

Quickbase is a low-code platform for building custom business applications — the kind of tool that lets a company like VeilSun build a CRM, scheduling system, and project tracker fitted to how a specific business runs, instead of forcing the business to adapt to off-the-shelf software.

What problem was Katchmark solving?

Multiple disconnected software programs that couldn't share information, forcing manual, paper-based workarounds like hand-copying documents between the office and the field — driving up operational costs without anyone seeing exactly why.

What other results did Katchmark see besides lower overhead?

Beyond the overhead drop, Katchmark gained clearer department visibility, more accountability, easier communication across the company, and more consistently profitable jobs — the kind of change that shows up everywhere once everyone works from the same system.

Does this apply to companies outside roofing and construction?

Yes. Disconnected systems and manual re-entry aren't unique to roofing — any operations-heavy business running on multiple point tools instead of one system of record faces the same overhead problem Katchmark did.

How is a unified platform different from adding another point solution?

A point solution fixes one piece of the problem and adds one more system that has to be kept in sync with everything else. A unified platform replaces the sync problem itself — one system of record instead of several that each need someone to reconcile them by hand.