Checklists, templates, guides, and tools to help you take action on what you hear in the show.
One‑page, tool‑specific checklist for owners, CSRs, and lead techs to ship a Good‑Better‑Best estimate with a 7‑day clock, one‑tap approval/signature, and a 10% deposit — with paste‑ready scripts and messages for ServiceTitan, Housecall Pro, and Jobber.
A one‑page, do‑it‑today checklist: ship a high‑intent ‘Answer Page’ (copy blocks included) and run a 15‑minute LSA/GBP booking‑rail audit so searchers can call or book in one tap.
A copy‑ready Google Sheets template for a one‑page, 7‑line weekly scorecard built from ServiceTitan/Jobber/Housecall Pro exports. Enter seven numbers each Friday, review trends every Tuesday, and coach one behavior per line using built‑in target bands and sparklines.
Set, communicate, and measure a defensible minimum job charge in one page — math to price it, CSR script + SMS to say it, CRM/pricebook steps for ServiceTitan/Jobber/HCP/ServiceMinder, exceptions, and a 2‑week tracker.
Step‑by‑step 48‑hour checklist to restore one‑tap calls: add a sticky mobile Call button, route it through call tracking, and ramp LSAs with Max‑per‑lead caps and a starter weekly budget. Includes copy‑paste HTML, plugin options, exact LSA screen labels, a dispute workflow, and a 10‑minute QA script plus an 80/20 answer‑time SLA.
One‑page, do‑this‑today checklist for running a 3‑bucket capacity plan with a 4‑step triage and two dispatcher scripts — with exact toggles for ServiceTitan, Jobber, and Housecall Pro. Built for peak‑season call spikes.
A one‑page, shop‑ready checklist for owners to keep confirmations and follow‑ups landing this week: register Brand + Customer Care, route urgent traffic to verified Toll‑Free, paste web consent and SMS templates, and verify delivery/consent in Jobber, Housecall Pro, and ServiceTitan.
Calculator + script kit for owner‑operators to set a defensible diagnostic/service‑call fee using loaded rate, windshield time, first‑hour productivity, and close rate. Includes a phone script mini‑card, invoice line‑item structure, and rollout metrics.
A practical, one‑page‑ready month plan to get field techs consistently using your mobile app: one small non‑negotiable workflow, a daily scoreboard, ride‑along coaching, friction fixes, and a fair consequence ladder. Includes quick notes for ServiceTitan and Housecall Pro.
A plain‑English, shop‑ready guide for home service owner‑operators to install the 24–72–7–14 estimate follow‑up cadence — short texts, one clean call, and a real deadline — with CRM setup steps, compliant templates, and a 90‑minute rollout plan.
A field‑ready guide for owner‑operators to install a 15‑minute, 3‑touch speed‑to‑lead system with scripts, tool switches (HCP/ServiceTitan/LSA), and targets. Built so one person can run it between jobs without a call center.
A field-ready guide for home service owner‑operators to set up same‑day invoicing with a single payment link and run a 0‑1‑3‑7 follow‑up cadence. Includes copy‑paste text/email scripts, a driveway closeout micro‑SOP for techs, tool quick‑starts, and the two KPIs that prove it’s working.
A practical, paste‑ready playbook for home service owners to install a 3‑message confirmation flow and a hot‑fill waitlist that stabilizes the board without adding headcount. Includes SMS copy, tool setup tips, a non‑responder call script, compliance checks, and a 7‑day rollout.
A field‑ready playbook to stand up a simple two‑tier membership (Basic and Priority) with exact inclusions, scripts, templates, and terms—so your shop can launch on Monday and start smoothing the board the same week.