WORKFLOW CLARITY FOR SERVICE BUSINESSES
We help local field service businesses run smoother.
Less chasing. Cleaner handoffs. Less admin drag.
WORKFLOW CLARITY FOR SERVICE BUSINESSES
Why start with a quick assessment?
Because we don’t want to pitch fixes you don’t need.
In 10 minutes, we identify the biggest workflow bottlenecks, then, if it makes sense, recommend the highest-impact fix.
What We’ll Ask (10 Minutes)
How new work comes in (calls, texts, forms)
Scheduling and dispatch flow
Follow-ups and customer updates
Team handoffs (office ↔ field)
Where info gets lost and causes rework
Admin tasks that eat time
Who It's For
Industries
Home services, restoration, and solar
Region
Southern California operators who prefer a simple, local partner
How It Works
1
5-minute Workflow Assessment
Call us or take the assessment online. We quickly identify which core workflow pain point is costing you the most—missed calls, intake gaps, slow estimates, scheduling friction, or weak follow-ups.
2
Snapshot recommendation
We send you a short recommendation naming the first workflow to streamline and why it’s the best place to start.
3
20-minute workflow walkthrough + fixed quote
Only if you want to move forward, you walk us through that specific workflow end-to-end. We then define a precise Phase 1 plan with clear deliverables, timeline, and a fixed price.
4
Phase 1 pilot (fixed price)
If you approve the quote, we collect a kickoff deposit, build and launch Phase 1, and the remaining balance is due after go-live once the workflow is operating successfully.
5
Ongoing management (with optional expansion)
We continue to manage, monitor, and maintain the workflow on a monthly basis. If and when it makes sense, we can streamline additional workflows in future phases.
No pressure. No buzzwords. Just practical improvements.
Implementation (When Needed)
We connect your existing tools so work doesn’t slip between steps. When appropriate, we use automation and AI to add predictability and reduce manual back-and-forth.
n8n
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Housecall Pro