handyman Trades & Home Services

Consulting for Trades & Home Services

Stop Guessing Which Marketing Works. Make Your CRM and Field-Service Software Pay for Itself.

HVAC, plumbing, electrical, roofing, landscaping, pest control. You spend on Google Ads, LSAs, branded vans, yard signs, and door hangers. You bought ServiceTitan or Jobber or Housecall Pro. The question is the same: where is the revenue actually coming from, and why isn't the software doing what the rep promised?

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What Home Services Operators Tell Us

Trades businesses share a common shape: lumpy demand, expensive lead acquisition, technicians who didn't sign up for data entry, and software vendors who oversold and under-supported. The fundamentals are healthy. The systems and the marketing accountability are not.

Common challenges we see:

  • error You can see total ad spend and total booked jobs but you can't connect the two
  • error CSRs and dispatchers tag lead source by gut feel, so the data lies
  • error Field-service platforms (ServiceTitan, Jobber, Housecall Pro, FieldEdge) are used for invoicing only - the CRM half is empty
  • error Quote-to-close ratios vary wildly by tech, but no one knows why
  • error Repeat-customer revenue should be the easiest dollar you ever earn, but no one is being followed up with

How Our Core Practices Apply

monitoring

Revenue Attribution

Connect every booked job to the channel that actually generated it. Not the channel a CSR remembered. The channel the data proves.

  • checkCost per booked job by channel
  • checkLSA, PPC, SEO, direct mail, repeat split
  • checkCall tracking that ties back to revenue
  • checkService-vs-install ROI by source
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hub

CRM Strategy

Your field-service platform is your CRM. We make it deliver on the promise: clean data, real follow-up, recurring revenue.

  • checkTech and CSR adoption that actually sticks
  • checkMembership and maintenance plan engines
  • checkEstimate-to-job conversion tracking
  • checkCustomer reactivation campaigns
CRM for Trades arrow_forward
psychology

AI Strategy

Practical AI for after-hours call answering, dispatch optimization, and quote follow-up that you used to lose to "I forgot to call them back."

  • checkAI receptionist for after-hours calls
  • checkDispatch and routing intelligence
  • checkAutomated quote follow-up sequences
  • checkDemand forecasting by season and zip
AI for Trades arrow_forward

Who We Work With

We work with home-services and trade operators doing roughly $2M to $50M in annual revenue who have outgrown the spreadsheet and are tired of paying for software they're not getting value from.

  • check_circleHVAC, plumbing, electrical, roofing
  • check_circleLandscaping, pest control, cleaning
  • check_circleGarage door, window, restoration, pool
  • check_circleMulti-location and franchise operators

Platforms We Work Around

We are platform-agnostic. We've worked with most of what's out there:

- ServiceTitan
- Jobber
- Housecall Pro
- FieldEdge
- Service Fusion
- Salesforce Field Service
- HubSpot
- Zoho CRM

Frequently Asked Questions

We're a single-truck operation. Are we too small for this? expand_more
Probably yes for a full engagement, but we offer scoped advisory work for owner-operators getting ready to scale. The economics start to make sense once you've added a CSR or a second crew and the chaos kicks in.
Will you tell us to switch field-service software? expand_more
Almost never on day one. The pain is rarely the platform - it's how you're using it. We start by getting more out of what you have. If a switch is genuinely warranted later, we'll say so, and we don't take referral fees from any vendor.
How fast can we see results? expand_more
Lead-source clarity within 4-6 weeks. CRM cleanup and reactivation campaign revenue typically inside the first quarter. AI quote follow-up implementations usually pay for themselves within 60 days.
Do you replace our marketing agency? expand_more
No. We work alongside them. Our job is to give you and your agency a shared, honest view of what's working so the conversation moves from "trust us" to "here's the data."

Ready to Find Out Where the Revenue Is Actually Coming From?

Start with a discovery call. We'll look at your channels, your software, and your numbers and tell you where the leverage is.

Schedule a Discovery Call