How we help · Process

A four-step plan to get
your nights back.

We don't sell software. We're the people who pick the right tool for your shop, set it up correctly the first time, and stay on the phone while your team learns it.

Workflow assessment

We learn how your business actually runs — not how the org chart says it does.

We start by sitting down with you. Maybe it's at the shop; maybe it's a ride-along on a Tuesday job. We watch how calls come in, who handles them, how a quote becomes an invoice, and how an invoice eventually becomes money in your account.

By the end of the week, you get one page that maps the whole thing — with the bottlenecks circled in red. Most shops have never seen their business written down like this. It changes how you think about the next call.

Tool recommendation

We pick the platform — and we tell you why we didn't pick the others.

There's a small handful of solid field-service platforms out there. Each one is brilliant for a certain kind of shop and wrong for the rest. The plumber's tool is not the landscaper's tool.

We narrow it to two or three real options for your trade and crew size, then walk you through a live demo of each so you can see what your team would actually be tapping on. You make the call. We just make sure you're choosing with your eyes open.

Setup & implementation

We do the messy part — the part most shops never finish themselves.

Most of the trades businesses we meet have already tried to set up software once. They got 60% through and gave up because the import was a mess or the price book was wrong. We finish that 60% — and we do the other 40% the way it should have been done from the start.

That means importing your customer list cleanly, building out your flat-rate price book, configuring your quote and invoice templates so they look like yours, hooking up payments, and training your office and your crew on how to use it. Two weeks. Sometimes three.

Ongoing support

A real person, the same one, when something breaks.

Software is great until it isn't. When you need to add a tech, or roll out service plans, or your invoices stop sending because something updated overnight — you call us. Same person. Same number. No tickets, no tier-1 chatbots.

Most shops keep us on retainer for the first six to twelve months and then taper off as the system becomes second nature. A handful keep us on long-term as a fractional ops partner. We're happy either way.

The straight-talk version

What this actually costs.

We price per project, not per hour. You'll know the number before we start. No surprises, no scope-creep invoices.

Assessment

Free first visit

2–3 hours, on-site. We don't charge for the first conversation.

$0 · No commitment

Setup project

Flat fee, fixed scope

Quoted per shop after the assessment — depends on your trade, crew size, and what needs cleaning up. You get the number before we start.

Quoted · One-time