ET Design Build

Piney Flats TN design-build firm — K PSA workflow deal

Version 1 · June 29, 2026 companiesdealset

Content

# ET Design Build

_Parent: Companies_

**Status:** Proposal sent · Meeting scheduled
**Owner:** Sam
**Last touch:** 2026-05-24
**Website:** etdesignbuild.com
**Service category:** Automation

## Who they are

Design-build firm based in Piney Flats, TN. Out-of-state from our usual UT focus — exception based on the workflow fit and Sam's referral path.

## Key contacts

| Name | Role | Email | Phone | Notes |
|---|---|---|---|---|
| _(to be filled in)_ | _(role)_ | _(email)_ | _(phone)_ | _(notes)_ |

## Their stack

- **System of record:** Sage
- **PDF tooling:** Bluebeam (used to build pay app invoices)
- **File storage:** SharePoint
- **Inbox watcher target:** dedicated PSA mailbox
- **Existing automation:** none — fully manual today

## Critical context

The PSA billing loop consumes ~30 hours/week of one team member at $75/hr loaded — roughly **$117,000/year** of labor tied up in manual data movement. Specific pain triggers they named:

- One typo throws off the running total
- One missed threshold delays a pay app invoice
- Month-end reconciliation cleanup eats days

## Active deals

- PSA Workflow — $47K ($22K Foundation + $25K Workflow), 45 days

## Past deals

_(none yet)_

## Files & locations

See ET — Files & Locations

## History

- 2026-05 — Initial discovery + proposal drafted
- 2026-05-24 — Proposal materials finalized, meeting scheduled

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_Last updated: 2026-05-24_

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