Most lost jobs come down to the conversation, the follow up, or the price presentation, not the lead itself. We review how your team handles calls and estimates, audit real conversations, and build a clear process for quoting and following up so more of your estimates turn into booked work.

It's one of the most common problems we see. Some people have bad leads and we can absolutely audit your lead sources first. If you know the leads are good and still calls go unanswered, callbacks happen too late, estimates never get followed up, or the person answering the phone isn't trained to book. We find exactly where the leaks are in your process and fix them, so you get more out of the leads you're already paying for.

Yes. Our training programs are built specifically for frontline trades staff, including receptionists, dispatchers, and technicians. It teaches phone etiquette, booking, and how to guide customers to a yes without feeling pushy. Class sizes are kept small so everyone gets real practice.

In many cases, yes. Programs like the BC Employer Training Grant can help cover the cost of training your team. We help you find what you may be eligible for and support you through the application process.

Yes. Most contractors only use a fraction of what their field service software can do. We help set up your booking flow, job types, customer records, and processes so your system actually matches how your business runs, and your team uses it consistently.

SOPs are standard operating procedures, the written steps for how key jobs get done in your business. Think booking a repair, dispatching a tech, ordering parts, or handling a strata service call. Without them, everything lives in one person's head. We build SOPs that make your business easier to run, train new staff on, and eventually sell.

As you grow, roles blur and things fall through the cracks. We map out who handles dispatch, booking, billing, parts ordering, repairs, and sales, then build clear responsibilities and handoffs between them. Everyone knows their job, and nothing gets dropped.

Poor dispatch and last minute parts runs quietly eat your profit. We help build a consistent ordering schedule, clear handoffs between the office and your techs, and a system for tracking what's needed before the job starts. Fewer return trips means more jobs completed each day.

Strata work can bring steady, repeat business, but it needs a different approach than residential calls. We help build strata outreach, service booking processes, and follow up systems so you can win and manage those accounts smoothly.

Yes. Consulting often includes planning customer appreciation events, anniversary promotions, email campaigns, trade show strategy, and seasonal offers. Everything is tied back to the same goal: more booked jobs and stronger customer loyalty.

It depends on what needs fixing. Some businesses need a focused project, like a sales process or a software setup. Others benefit from ongoing support over several months while new systems get built and your team settles into them. We'll recommend the right scope after your free consultation.

It can, but... we're not big fans of AI receptionists as a replacement for real people. Homeowners still want to talk to a human, and a bad AI experience can cost you the job. That said, they're the right fit in some situations, like after hours, overflow calls, or busy seasons. When it makes sense, we help integrate an AI receptionist into Jobber or your other field service software and set it up so it supports your customer experience instead of hurting it. Getting that balance right is different for every company, and we tailor it to yours.

We don't coach, we consult. Coaching teaches you new things to do, which often just adds to the list of things you wish you had time for. We come in, work alongside you, pick up the balls that are being dropped, and get them organized. Sometimes we even step into the role ourselves for a period of time to understand the real scope of the job, then build the SOPs and processes and implement them with your team. We host the trainings, run the meetings, and work with your staff day to day until the new systems actually stick.

For larger teams with managers who have the capacity, we work directly with them to set their daily method of operation (DMO) and weekly key performance indicators (KPIs). That way you know your team is on track, and they stay focused on the goals that matter instead of getting lost in the weeds.