Industry Focus
Home Services & Construction
HVAC, plumbing, electrical, contractors, where margins are won in dispatch, job costing, and quality control. We build the operational systems that protect margin and reduce chaos.
Diagnostic
Common Constraints
These are the operational fractures we see most often. If three or more apply, a diagnostic call is worth 20 minutes.
Chaotic dispatch, with crews not optimized for geography or skill
No job costing; you don't know your true margin per job
Quality is inconsistent across crews and sites
Scheduling is reactive, not proactive
Marketing spend generates calls but conversion is unclear
CRM is unused or a mess, with no pipeline visibility
Implementation
What We Install
COO: Operating System
Job costing system with margin visibility per project
Dispatch optimization for geography and crew efficiency
Quality control checklists and inspection protocols
Crew SOPs for safety, setup, completion, and handoff
Scheduling system with capacity planning
Weekly operating cadence with field and office alignment
CMO/CRO: Revenue Engine
Lead flow aligned with dispatch capacity
Booking and conversion rate optimization
CRM implementation with stage tracking
Review and referral systems for organic growth
Marketing attribution so you know what's working
Sales enablement for estimate-to-close process
Proof
Home Services Company: 30% Margin Improvement
Gross margin per job improved from 28% to 38%
Average job completion time reduced by 18%
Customer complaints dropped significantly
The Challenge
HVAC company with chaotic dispatch, no job costing, inconsistent quality across crews.
Our Approach
Implemented job costing system, dispatch optimization, crew SOPs, quality checklists.
Questions
Frequently Asked Questions
Do you understand the trades?
Yes. We work specifically with HVAC, plumbing, electrical, and general contracting companies. We understand dispatch logistics, job costing, seasonal demand, and the operational challenges unique to field service businesses.
We're using ServiceTitan / Housecall Pro, do you work with those?
We work with your existing platforms and optimize how they're used. Most companies have the right tools but lack the processes, cadence, and accountability to get full value from them.
How do you help with growth without overwhelming operations?
We align lead flow with dispatch capacity, so marketing generates demand your operations can actually handle profitably. Growth without operational readiness destroys margins.
Ready to Get Started?
Book a complimentary diagnostic call. We'll identify the top constraints and outline what happens next.