Online Reviews
How do you collect Google reviews? Select all that apply
How is review collection working?
Rarely get reviews
Inconsistent
Pretty consistent
Automated
Does Any of This Sound Familiar?
These are the six most common operational problems we see in service trades businesses. Select anything that resonates — even if you weren't sure how to name it before.
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My accounting software and job software aren't really connected. Data gets entered in both, or my bookkeeper reconciles them manually.
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I'm paying for software I'm not fully using. The platform is set up but we're still doing a lot of it by hand.
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I spend money on Angi or HomeAdvisor but honestly can't tell which lead source is producing profitable jobs.
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Service agreements lapse before we catch them. Renewals slip through because nobody gets an alert in time.
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Payroll or commission calculation is a manual process every pay period that depends on one person and a spreadsheet nobody else fully understands.
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I know what came in but I don't really know which jobs or job types are actually making money at the margin level.
Where to Send Your Results
Business Continuity
If a storm watch went up tomorrow and you had to evacuate by Thursday -- which of these would your business still have running on Friday? Select all that apply -- service trades often book out after storms if intake works
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Automated customer emails going out (sequences, notifications, follow-ups)
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New customer inquiries or leads still being captured (online form, booking system)
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A pre-built closure notification ready to send to my customer list in one click
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All vendor and supplier contacts accessible from somewhere other than my personal phone
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None of these -- my operation requires me to be physically present to keep running