The whole method, published.
Here's exactly how we take over a shop's office, the same way every time. Steal it if you want.
The office audit
No cost
We look at your actual numbers and tell you what we find, in writing. How many calls came in last month and how many were answered. What your unsold estimates are worth. What state the books are in.
It takes about a week and it's yours to keep whether you hire us or not. Most owners have never seen those numbers in one place.
The one condition: it needs read access to your phone records, your field service platform and QuickBooks. We can't audit what we can't see, and we won't guess.
Install, then the monthly
From $1,450/month
There is no setup fee. The work to get your office running is included, and your first month starts the day we start.
Month to month, 30 days notice, no annual contract.
We take on one shop at a time and finish the install before starting the next. It means we grow slower. We'll take that over a botched install.
Four weeks from yes to running.
The install is where things break, so here it is step by step.
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Call
Twenty minutes. What the office is losing, what it costs you in a normal week, and whether this is something we can take over. If it's not, you'll hear that on the call.
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Audit
You grant read access. We pull a month of call records, your open estimates, and the last closed period in QuickBooks. You get a written findings document and what the numbers mean. About a week.
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Walkthrough
We sit with whoever runs your office for an hour and watch the real process. We watch a real call come in and follow it until the invoice is paid, writing down every step and every exception.
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Scope, on one page
What we take over, what stays with you, what the first month looks like, and the price. One page. If it needs two, it isn't scoped yet.
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Build, weeks one and two
We set up the call routing, the booking rules, the follow-up sequences and the reporting, inside your accounts. You approve the booking rules and what we say before anything answers as your shop.
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Run alongside, weeks three and four
We run in parallel with how you do it today. You keep your existing process until the new one is visibly working.
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Take over
The old process goes off. From here you get the Monday report, and a direct line to us when something breaks.
What actually happens, and when.
Every day
Calls answered and booked into your schedule. Web leads answered the same day they land. Anything that needs a decision goes to one named person at your shop.
Every week
Estimate follow-up runs on its sequence. Receivables get chased. Monday you get the report: calls taken and missed, jobs booked, estimates outstanding and their value, cash collected against cash invoiced.
Every month
Your books get closed in QuickBooks. On The Office tier that means a fully closed month. You get the statements, and we tell you what moved and why.
If you leave
Everything already runs in your accounts under your logins, and the process is written down in your documentation. You keep all of it, and we run a thirty-day handover so whoever picks it up isn't starting from scratch.
Access, and about three hours.
Here's everything we need from you.
- Read access to your phone records, field service platform and QuickBooks, before the audit.
- One hour watching your office work, in person.
- One person in your shop who can answer questions during the install and take the exceptions afterwards.
- Approval on the booking rules and on what we say when we answer, before we answer as you.
- Thirty minutes at the end of the install to confirm it does what we said.
We never ask for access to your bank. We work inside your accounting software.
Seen enough? Let's talk.
Tell us what the office is losing. If it isn't a fit, you'll know on the call and we'll point you somewhere better.