Checklists, templates, guides, and tools to help you take action on what you hear in the show.
A printer‑ready, tool‑specific checklist to install a compliant 3‑touch Google review engine tied to job completion in ServiceTitan, Jobber, or Housecall Pro — with paste‑ready copy, exclusion patterns, and a one‑page scoreboard.
A fill‑in‑the‑blanks calculator that anchors your pricebook to a target revenue per crew day, converts payroll into a loaded labor rate, and backsolves Good/Better/Best task prices with three standard adders — plus exact CRM paths for ServiceTitan, Housecall Pro, and Jobber with 7‑day expiration and deposit settings.
A field-ready, printable + editable kit to hire a CSR, run a 30‑minute phone screen with a test call, onboard in 10 business days, and coach from recordings — with talk tracks and tool steps for ServiceTitan, Housecall Pro, and Jobber.
A shop‑floor checklist to hire and ramp a CSR who books more of the calls you already get. Includes a weighted hire scorecard, a 30‑minute phone screen, a two‑week ramp, and per‑CSR booking‑rate tracking for ServiceTitan, Jobber, and Housecall Pro.
Ramp a CSR in 14 days with a 5‑behavior scorecard (0–2 rubric + calibration examples), a one‑page phone script with talk tracks, a day‑by‑day plan, and a lightweight tracker that pulls per‑CSR booking rate and non‑book reasons from your phones/CRM. Built for home‑service owner‑operators who want more booked jobs without buying more leads.
Print‑ready hiring and ramp kit for home‑service CSRs: a weighted scorecard, 30‑minute phone‑screen with two role‑plays and a 5‑minute typing/CRM test, a five‑call mock‑test rubric, a two‑week day‑by‑day ramp, tool‑wiring checklists for ServiceTitan/Jobber/HCP, and a daily tally with a Tuesday scorecard ritual.
A shop‑ready, 10‑day CSR ramp for home services: hire profile and scorecards, a 30‑minute phone‑screen, a 10‑minute test‑call rubric, speakable talk tracks, and tool‑specific measurement steps for ServiceTitan, Housecall Pro, Jobber, and CallRail. Built to lift booking rate without buying more leads.
A printable, one‑page checklist for owner‑operators that defines the five KPIs that move cash, shows exactly where to pull them in ServiceTitan, Jobber, and Housecall Pro, gives a quick utilization formula where it’s not native, and lists the one ‘red → fix’ move per metric—plus a 15‑minute Tuesday review cadence.
A printable, tool‑specific scoreboard you can post by Tuesday and update every Friday in under 10 minutes. Includes ServiceTitan, Jobber, and Housecall Pro tabs with exact in‑app paths, exports, formulas, denominator notes, and a Tuesday huddle coaching line for each of the five KPIs.
A one‑page Friday‑pull/Tuesday‑review checklist that defines five weekly KPIs, shows exactly where to pull them in ServiceTitan, Jobber, Housecall Pro, CallRail, or RingCentral, and gives ‘If Red, Do This’ plays. Built for owner‑operators who want fewer leaks from call to cash, fast.
A fill‑in‑the‑blanks, one‑page scorecard for home‑service owners. Includes exact formulas, where to pull each number (ST/Jobber/HCP, LSA, call‑tracking, accounting), target ranges, a 10‑minute Friday export checklist, and a 10‑minute Tuesday huddle script.
A one‑page, do‑it‑today checklist to turn on field invoicing, Tap‑to‑Pay/ACH, deposits/card‑on‑file, and a 24h/3d/7d reminder sequence with a Day‑10 human call — with specific notes for ServiceTitan, Jobber, and Housecall Pro.
Pull five numbers in under 30 minutes—mapped to ServiceTitan, Jobber, and Housecall Pro—with targets, failure triggers, and a 10‑minute Tuesday huddle script to turn them into booked jobs and faster cash.
A printable, one‑page scorecard template for home service shops with five weekly KPIs, exact pull‑path placeholders for ServiceTitan/Jobber/Housecall Pro, starter targets, and a ‘red → action’ box. Includes a 10‑minute Tuesday update checklist and reason‑code notes so the huddle ends with one fix, not chatter.
A one‑week, one‑crew pilot to squeeze cash faster: exact platform toggles, two reminder templates, same‑day invoicing habit, a short Day‑9 call script, and step‑by‑step instructions to pull ‘% paid ≤7 days’ in ServiceTitan, Jobber, or Housecall Pro.
A printable one‑page SOP that installs a light 7‑day collections loop with exact steps for ServiceTitan, Housecall Pro, and Jobber — including T+0/T+2/T+5 templates, a T+7 call script, deposit and late‑fee snippets, and a mini worksheet to track “%≤7 Days.”
A one‑page CSR/dispatcher checklist to install a true 5‑minute first‑response SLA: when the clock starts, what counts as a response, the two‑attempts‑in‑15 cadence with one short SMS, how to log proof‑of‑work in ServiceTitan, where misses go, and the 3‑line weekly report.
A one‑page, operator‑ready checklist for your 15‑minute Tuesday huddle: definitions, formulas, target ranges, exact pull paths for ServiceTitan/Jobber/Housecall Pro (with a CallRail note), and a minute‑by‑minute script to pick one bottleneck and one fix.
A one‑page, fill‑in scorecard for home service owner‑operators. Includes plain formulas, exact report paths in ServiceTitan/Jobber/Housecall Pro, trade‑flavored starting targets, pitfalls to check, and a ‘pick one lever’ box to ship a 7‑day test each week.
One printable sheet (and Google Sheet) with the five KPIs, exact report/menu paths per platform, last 4 weeks, color‑coded targets, and a notes column. Comes with a Tuesday huddle script and role checklist for three shop sizes.
A one‑page weekly score sheet plus exact pull paths for ServiceTitan, Jobber, and Housecall Pro. Built for owner‑operators to run a 10‑minute Tuesday huddle and assign one fix per red metric before Friday.
A one‑page, do‑it‑every‑Tuesday checklist for owner‑operators: exact definitions, default targets, and tool paths to pull five weekly KPIs in ServiceTitan, Jobber, or Housecall Pro — plus a 10‑minute huddle agenda and a blank scoreboard template.
A shop‑ready checklist to set up and run a one‑page weekly scorecard with five numbers that move bookings, utilization, and cash. Includes tight definitions, tool paths for ServiceTitan/Jobber/HCP, targets, owners, and simple fallbacks.
A shop-floor SOP to recover missed calls and voicemails inside 15 minutes, with ServiceTitan CCP and Jobber+integration variants, scripts, disposition codes, a 10‑minute daily review, a mini scorecard, and A2P/TCPA reminders.
A one‑page, print‑ready checklist for small residential service shops to set arrival buckets, install travel buffers, tier job windows, hold a daily rescue slot, and run a 10‑minute huddle—plus the exact switches to flip in ServiceTitan, Jobber, and Housecall Pro.