Free Workflow audits for South Florida firms, two openings this month

Software that makes work easier.

Envee builds custom tools for small environmental consulting firms. Records requests, field notes, project tracking, and report prep. Built around the way your team already works, without a bloated enterprise platform.

Riverside Development, Phase I ESA
Records requests 4 agencies, 2 due this week
On track
Open6
Due this week2
Received14
  • Travis CountyJun 12Received
  • City of AustinJun 18Waiting
  • Fire MarshalJun 21Due
  • TCEQJun 24Received
Report readiness72%
Field checklist Site walk, Jun 19
8 of 11
  • Site boundaries and adjoining uses
  • Aboveground storage tanks
  • Staining and stressed vegetation
  • Floor drains and sumps
  • Transformer condition
+9 photos
Carried into the report
3 areas of concern flagged, no re-typing needed
Report writer Section 4, Findings
Draft
Pulled from site visit 3 areas of concern, 9 photos
DOCX PDF Your template, your headers
Report outline
  • 1. Introduction and scope
  • 2. Site description
  • 3. Records review
  • 4. Findingswriting
  • 5. Opinions and conclusions
Project dashboard 9 active, 2 need attention
This week
  • Riverside DevelopmentPhase IIn review
  • Kendall Retail PadPhase ILate
  • Doral LogisticsPhase IIOn track
  • Brickell Mixed UseRecordsOn track
Assigned +2
Due this week3
In review2
Delivered7
Next deadline: Kendall Retail Pad, report due Friday
  • Start with one workflow You do not need to implement an entire platform on day one. Add more tools as your team grows and your needs become clearer.
  • Keep familiar documents Existing spreadsheets, report templates, PDFs, and editable files can remain part of the workflow.
  • Choose your storage Storage can be scoped around connected services such as Google Drive or Dropbox, or managed cloud space in Envee.

Start with the workflows you need most, then expand into one connected Envee workspace as your firm grows.

The problem

Your team should not have to manage serious projects from scattered files.

Spreadsheets, shared folders, email threads, and old templates can work for a while. Then projects pile up. Status gets buried. Records are hard to find. Follow-ups get missed. The work still gets done, but it takes more effort than it should.

01

Project details live in too many places

Addresses, parcel numbers, dates, files, notes, and report sections split across different tools.

~3 hrs/project
02

Records requests are hard to control

Different agencies, contacts, timelines, and follow-ups make status difficult to see.

~2 days/request
03

Reports need too much cleanup

Raw notes, PDFs, request logs, and old templates still have to be rebuilt by hand.

~5 hrs/report
04

Generic software does not fit the workflow

Normal project tools are not designed around due diligence, site visits, records, and report production.

Another unused tool
One active project Riverside Development
Searching for the latest status
4 places to check 3 manual handoffs 0 shared live status
What we build

Build the internal tool your team keeps describing in meetings.

Start with one workflow that slows the team down. Records requests. Report prep. Field notes. Client status. Then build a simple internal tool around that exact process.

Records request tracker

Track agency contacts, request dates, statuses, reminders, received files, and missing items without digging through emails.

  • County and city contact directory
  • Status dashboard
  • Follow-up reminders
  • Request templates

Report helper

Turn project inputs into cleaner summaries, reusable templates, document exports, tables, and report-ready sections.

  • DOCX and PDF exports
  • Reusable templates
  • Finding summaries
  • Record organization

Useful tools, not software theater.

These are focused tools for the work small environmental firms actually do. Each one can start simple, prove useful, and expand later.

Envee records request tracker dashboard
Records request tracker

Track agency requests from open to received.

Best for firms that chase city, county, fire, building, zoning, and environmental records across multiple projects.

Envee field visit app interface on a tablet
Field visit app

Collect site notes once.

Best for site observations, photos, checklists, areas of concern, and visit summaries.

Envee Phase I project dashboard screenshot
Phase I dashboard

See project status without digging.

Best for owners and project managers who need a clean view of active work, due dates, files, and deliverables.

Records Directory

Find the right agency contact and track the request.

Search by address, county, city, or agency type. Generate the request language. Track the status. Store the response. Export a clean summary when the report is ready.

Agency contacts Email templates Status tracking Report export
Envee records request tracker interface

Before and after

Large firms already have systems. Small firms need an edge.

Envee turns scattered project work into one connected operating system for a small environmental team.

projects
Projects board
26-603698.1in progress
26-DEMO-001waiting on recordsdraft ready
26-1070checklist ready
cegreport pending
follow-ups
Reminders

EnviroLab results

Sunset Villas Thu 9:00
MTWTF
intake
Checklist setup

address1000 Example Commerce Dr

project26-DEMO-001

consultantEllen Caldaro

scopePhase I ESA

proposalrecords req.checklist
ownership
Assigned work
ECrecords requestThu
SCsite photosFri
TCdraft reviewMon
ECclient updateTue
TCfinal QAWed
reports
Report builder
Site description
Historical review
Findings
Generate draft
  • Before: project status lives in a spreadsheet someone forgets to update. After: one board the whole team reads the same way. Typical saving: about 8 hours a month.
  • Before: follow-ups happen when someone remembers. After: reminders fire on the due date, every time. Typical saving: about 6 hours a month.
  • Before: the same project details get typed three times. After: entered once, reused everywhere downstream. Typical saving: about 45 hours a month.
  • Before: nobody is sure who owns what. After: every item has an owner and a date. Result: fewer dropped balls.
  • Before: reports get rebuilt by hand from raw notes. After: sections generate from data already captured. Typical saving: about 25 hours a month.
  • Total: an estimated 80 to 92 hours per month for a firm running 10 to 20 projects.
Free guide

10 workflows small environmental firms should automate.

Download a stronger planning guide built for small environmental consulting firms. It includes workflow scoring, ten automation opportunities, a rollout roadmap, a basic ROI model, and a discovery checklist you can actually use.

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Envee Guide

10 workflows small environmental firms should automate first

A practical planning guide for finding the first internal tool worth building.

Workflow scoring Automation opportunities Rollout roadmap ROI worksheet
How it works

Four steps, and you can stop after any of them.

No long discovery phase and no platform migration. We start with the one process that is slowing your team down right now, and you see something working inside a month.

  1. 01 60 minutes

    Workflow review

    We screen share while you walk through the process as you actually do it, mess included.

    We need
    One spreadsheet, one report template, one email thread
    You get
    A written map of the workflow and where the hours go
  2. 02 About a week

    Build plan

    A plain explanation of what to build first, what to leave alone, and what is not worth building at all.

    We need
    Nothing. This part is on us
    You get
    Fixed scope, fixed price, and a start date
  3. 03 3 to 6 weeks

    First build

    You see a working version every week, so nothing is a surprise at the end. Your data comes across before launch.

    We need
    An hour a week for feedback, and your existing files
    You get
    A live tool, your data in it, and your team trained
  4. 04 Ongoing

    Use it, then grow it

    Real use always surfaces things a plan cannot. Those become the next month of changes, and new platform modules arrive as they ship.

    We need
    Tell us what is annoying. That is the whole process
    You get
    A system that keeps improving instead of going stale

Most firms are from first call to working tool in about six weeks.

Packages

Start small. Build what actually saves time.

Every firm works a little differently. Pricing depends on the workflow, users, exports, integrations, and support needs. The point is to start with the smallest useful version, then expand only when it makes sense.

Start here

Workflow Audit

One process reviewed, mapped, and priced. No commitment, no code.

Free One workflow. Roughly a week end to end.
Book the audit
What you get
  • A 60 minute walkthrough of one workflow, screen shared
  • A written map of how that work moves through your firm today
  • Every bottleneck named, with an estimate of hours lost
  • A scoped and priced recommendation for what to do next
  • An honest “do not build this” if software is not the fix
Best for
Firms still deciding
You end up with
A build plan
Add on

Custom Module

A tool built for the workflow that is specific to your firm, running inside your Envee workspace.

From $3,000 One time, fixed price. Requires an active platform plan.
Scope a build
Everything in the platform, plus
  • Your process modelled: fields, stages, statuses, and rules
  • Existing spreadsheets imported, de-duplicated, and cleaned
  • Exports in your own DOCX and PDF templates
  • Private to your workspace for 12 months
  • Weekly builds so nothing is a surprise at launch
Best for
A process no one else has
You end up with
Your own module
  • Your data is always yours Full export to CSV or Excel any time, including if you leave.
  • Priced per firm, not per seat Add staff, interns, and subs without the bill going up.
  • Built on your existing files Your spreadsheets, templates, and formats stay usable.
  • Training and handover included Your team is walked through it before launch.
What is included at each level
What’s included Audit Platform Custom Module
Workflow review and written plan Included Included
Field checklist generator Not included Included
Records request tracker Not included Included
Project dashboard Not included Included
In app report writer Not included On release
New modules as they ship Not included Included
Built for your own process Not included Included
Spreadsheet import and cleanup Reviewed Done for you
Your own DOCX and PDF templates Not included Yours
User accounts and permissions Not included Included
Training and handover Not included One to one
Hosting, backups, and updates Not included Included
Full data export, any time Not included Included
Support response Not included Priority

Most firms start with the free audit, move onto the platform, and add a custom module only once they know exactly what they want. If the standard modules already cover you, we will tell you that and save you the money.

The team

Small on purpose. You work with the person who builds it.

No account managers, no handoffs to a delivery team, no ticket queue. The person who sits in on your workflow review is the person who writes the code and picks up the phone when something breaks.

Thomas Caldaro

Founder and engineer
  • Background Computer Science student
  • Focus Building tools for environmental consultants
  • Based in South Florida

I started building software for environmental consulting after seeing how much time my mom spent on repetitive tasks. Before this, I worked in product management and game development, helping lead projects used by millions of people. Now I am a Computer Science student building practical tools that help environmental consultants work more efficiently.

Founder note

Built around the way environmental consultants actually work.

Small consulting firms do not need more complicated software. They need tools that remove repeated work, make projects easier to track, and help the team look organized in front of clients. Envee starts with one useful workflow, builds around how your team already works, then improves the system from real use.

You talk to the builder Every call, every change, same person.
Fixed price, never hourly You know the number before work starts.
We will talk you out of it If software is not the fix, we say so.
Thomas Caldaro Founder, Envee
Common questions

Questions small firms usually ask before building.

Your workspace is yours alone. Data is stored in the United States, backed up daily, and no other firm can see it. Envee staff only access your workspace when you ask us to, for support.

You export everything to CSV or Excel at any time, including on the way out. We keep your workspace available for 30 days after cancellation so nothing is lost in a rush.

No. The first module should improve one workflow, not force your whole company to change at once. Most firms keep their existing files, templates, and habits and let Envee sit around them.

The audit takes about a week. A standard platform setup is live within days. A custom module runs 3 to 6 weeks, and you see a working version every week along the way.

Yes. Spreadsheets import directly, uploaded PDFs stay organized against the project, and exports come out as DOCX and PDF in the formats your clients already expect.

No. Phase I is a strong fit, but the same modules cover records tracking, site visits, compliance support, internal admin, and client status updates.

Small firms usually get the most out of it, because there is no one on staff whose job is chasing status. Pricing is per firm rather than per seat, so a small team is not penalized.

No. A custom module is private to your workspace for 12 months. After that we may generalize the underlying capability into a standard module, and you keep your version either way. We will always tell you up front which side of that line a build falls on.

Small changes are part of your plan. Larger pieces get quoted like any other module. There is no per-request billing and no hourly meter.

Then we say so and you owe nothing. Talking a firm out of software they do not need costs us an afternoon and saves you five figures.

Start here

Show Envee the workflow your team is tired of doing manually.

Send a quick note about the process you want to improve. Examples include records requests, project tracking, field notes, report exports, client updates, or file organization.

No pressure sales call Plain explanation of what can be built Start with the smallest useful version
Based in South Florida Working with firms across Florida and remotely nationwide. Local firms get on site for the workflow review.

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