Your technicians do great work, but the office spends all day on the phone
For home service companies where the office spends the day calling technicians and customers to find out what happened. We build one job record from the first call to the invoice.
Signs your home services company has outgrown its current systems
Each one looks small. Together they take up the owner’s week.
01The office calls technicians to find out whether a job is finished.
02Customers ask when someone will arrive, and nobody knows without a phone call.
03Quotes, photos and change orders live in texts on the technicians' phones.
04The company pays for a field-service platform and still runs half the business in spreadsheets.
What owners tell us on our calls
“We have grown very quickly, very fast and we haven't had those processes to help us keep up.”
Operations manager at an HVAC company
“We're having a hard time keeping on top of things… it just kind of feels like we're absolutely playing catch up.”
Owner of a custom cabinetry company
“How… do I get a bunch of moving teams in a bunch of different places to actually all follow the same process?”
CEO of a flooring contractor
What happens on the job never reaches the office
A technician finishes a job and drives to the next one. The office then has to piece together what happened: extra parts, approved changes, photos, and whether the invoice can go out.
Every unanswered question is a phone call. Every missed one is a late invoice or a callback. As you add crews, the office needs more people just to keep up.
What we build to fix it
We map how a job runs today, from the first call to the invoice, and find where the time is lost. Then we build one job record for the office and the field:
A job checklist on the technician’s phone that captures photos, notes and sign-off in one step.
An office board that shows every job’s status without a phone call.
Quotes and change orders sent to the customer for approval and logged against the job.
Invoicing that starts as soon as the job is signed off.
An owner’s view of jobs, margins and callbacks across crews and weeks.
If your field-service platform books and dispatches jobs well, it stays. We connect to it and fill the gaps around it, which is usually where the spreadsheets live.
SpreadsheetsEmailCRMCalendarInvoicingChat
OperationsLive
Owner
Jobs this week64
Cash collected$48k
Jobs at risk2
Manager
08:30 · Boiler serviceTeam B
10:00 · Site surveyTeam A
13:30 · Repair visitTeam C
Field
Arrive and photograph the site
Complete the service checklist
Client signs off on the tablet
Illustration on sample data: the tools that work stay connected, and each role works from one system.
Our process
It starts with mapping your operations. You can stop after any step and keep what it produced.
01
Days 1–7See where your bottlenecks are
We map your processes with your team in four or five calls, find where time and money leak and put a cost on each issue.
02
Days 8–14See what your custom business system would look like
We build a prototype system on your own data and jobs. Your team clicks through it before anyone commits to a full build.
03
Day 14Get a clear roadmap of what to fix and in what order
You get a roadmap of what to build and in what order, highest-value fixes first. You keep it, with the map and the prototype, even if you stop here.
04
Day 14 onwardBuild it with us, or in-house
You decide: we take care of everything for you, including the full build, or your team builds it in-house.
Usually not. It often handles scheduling and dispatch well. We connect it to the rest of the business and build only what it does not cover, such as the owner's view across jobs or a status page for customers.
Yes. Eco Improvements decreased project completion time from inquiry to completion by 33% after it moved off a custom CRM onto a system its owner adjusts in seconds.
Yes, if your team records it. A customer status page reads from the job record the office and technicians update, so nobody has to phone to ask.
Start with the map, then decide what to build
Every engagement follows Map, Prototype, Roadmap, Build. You can stop after any step and keep what it produced.
