For home services, trades and auto · Money, margins, and bookkeeping
Close the gap between finishing a job and getting paid for it.
Make this one of your first two priorities. Start with a free 20-minute consultation.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.
We set up Claude for your business, connect it to the tools you already use, and it works on this every week. You approve what goes out; anything it can't handle comes to us.
Checked every week and shown on your dashboard against where you started. We work to move it down.
One question a week: “On average, how many days after a job did the invoice go out last week?”
No targets to hit. The number is there to show whether the work is paying off, and once a month we get on the phone and decide what to change. How it works · Pricing
Follow up on every quote until it's a yes or a no, so fewer jobs slip away to the next bid.
We'd track: Share of estimates won, Quotes sent
Start with this →Fill the schedule with better routing, faster callbacks, and fewer gaps between jobs.
We'd track: Jobs completed per week
Start with this →Offer the right upgrades, repairs, and maintenance plans on every call, without the hard sell.
We'd track: Average job value
Start with this →More for home services, trades and auto: Get more leads · Turn more leads into customers · Fill the slow season · Sell more maintenance plans · Cut callbacks · Get more billable hours from each tech · Win back declined repairs
Everything for home services, trades and auto · The full menu