Free Assessment
Plumbing · HVAC · Electrical · Pest Control · Pool Service

Find Out Where Your Operation
Is Leaving Time on the Table

Tell us what you're using and how it's working. We'll show you where the gaps are and what's possible.

⏱ About 5 minutes 📋 6 areas covered ✅ See results instantly
Your Operation
1 of 3
Job & Schedule Management
What software manages your jobs and scheduling? Select all that apply
ServiceTitan
Jobber
Housecall Pro
FieldEdge
Service Fusion
Workiz
Google Calendar
Whiteboard / spreadsheet
Phone and memory
How is it working?
Fully manual
Partial, still lots of manual steps
Mostly automated
Runs itself
Accounting & Invoicing
What accounting software are you using? Select all that apply
QuickBooks Online
QuickBooks Desktop
Xero
Sage
FreshBooks
Spreadsheets only
How is it working?
Fully manual
Partial, still manual
Mostly automated
Runs itself
Customers & Revenue
2 of 3
Getting Paid
How do customers typically pay? Select all that apply
Integrated FSM payments
Square
Stripe
Invoice by email
Mail invoice / check
Cash at job close
How is payment collection working?
30+ day average
2-4 week average
Within a week
Same day
Finding New Customers
Where do new customers come from? Select all that apply
Angi
HomeAdvisor
Thumbtack
Google Local Services (LSA)
Google Ads (PPC)
Facebook / Meta Ads
Google Business Profile
Word of mouth only
Can you tell which source produces the most profitable customers?
No, we don't track it
Roughly, gut feel
Somewhat, partial data
Yes, we track it precisely
Service Agreements & Maintenance Plans
How are service agreements managed? Select all that apply
ServiceTitan Agreements
Jobber Recurring
HCP Memberships
Spreadsheet or paper
We don't offer plans
How is it working?
Manual, tracked by hand
Software set up, still manual steps
Mostly automated
Fully automated
E-Verify Compliance
Florida SB 1718 -- if you have 25 or more employees, is E-Verify being used for every new hire? Multi-crew operations and growing companies can cross this threshold
Yes -- E-Verify runs within 3 business days of every hire, results retained 3 years
Under 25 employees -- not required, monitoring headcount in case of growth
25 or more employees and E-Verify is not consistently in use
Not sure of headcount or E-Verify status
Reputation & Contact
3 of 3
Online Reviews
How do you collect Google reviews? Select all that apply
Podium
NiceJob
Broadly
Birdeye
Built into FSM
Ask manually
Nothing in place
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.
My accounting software and job software aren't really connected. Data gets entered in both, or my bookkeeper reconciles them manually.
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.
I spend money on Angi or HomeAdvisor but honestly can't tell which lead source is producing profitable jobs.
Service agreements lapse before we catch them. Renewals slip through because nobody gets an alert in time.
Payroll or commission calculation is a manual process every pay period that depends on one person and a spreadsheet nobody else fully understands.
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
Automated customer emails going out (sequences, notifications, follow-ups)
New customer inquiries or leads still being captured (online form, booking system)
A pre-built closure notification ready to send to my customer list in one click
All vendor and supplier contacts accessible from somewhere other than my personal phone
None of these -- my operation requires me to be physically present to keep running
About You

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