The operational pain points identified in the assessment interview, ranked by reclaimable time.
Quotes are built by hand in Word and emailed as attachments — often a day or two late. Invoices go out as PDFs with no follow-up; the owner spends most Friday afternoons calling about unpaid bills. Two different jobs, one root cause: nothing reminds the customer automatically.
Paraphrased from the interview: "I know we're the last quote in half the time. And Fridays are just me chasing money people already owe us."
Calls after 5pm and while techs are on jobs go to voicemail. Callbacks happen the next morning — if they happen at all. For emergency plumbing, the customer doesn't wait; they call the next company on Google. The 4 hours is callback and damage-control time; the lost jobs on top of that are pure margin walking away.
Paraphrased from the interview: "Nobody with a burst pipe leaves a voicemail and waits till morning. We've definitely lost jobs that way."
Dispatch runs on a whiteboard plus a group text thread. Techs call the office for addresses they already received, jobs get double-booked during busy weeks, and the owner re-shuffles the board every morning. It works until it doesn't — and when it breaks, it breaks loudly.
Paraphrased from the interview: "Every morning starts with me fixing yesterday's schedule. The whiteboard has a mind of its own."
Not every fix deserves the same urgency. Start top-left: the quick wins.
Off-the-shelf tools matched to the pain points above. Every tool below was verified to exist with current pricing at the time of this assessment.
Free alternative: invoice reminders can be partly covered with Wave (free invoicing) — but it won't fix dispatch.
Free alternative: a dedicated Google Voice number with a manual text-back script — $0, catches some of the leakage while you set up the real thing.
Everything below can be done in the next four days, in small windows between running the business.
Conservative math, shown plainly. Owner time valued at $150/hr.
Conservative on purpose: the hour counts are rounded down from the interview, and this excludes recovered lost jobs entirely — a single recovered emergency call is typically $300–$600 of margin. Even if only half the hours materialize, that's still roughly $3,900/month against $290 in tools. The assessment pays for itself if it recovers two jobs.
Our guarantee: if your assessment doesn't identify at least 5 reclaimable hours per week for your business, we refund the full $1,000. No forms, no hassle — one email.