Answer 9 quick questions and we'll generate a personalized estimate of what data modernization could be worth to your business — by trade, revenue range, and the tools you already use. Takes about 3 minutes.
Question 1 of 9
What trade are you in?
Select the one that best describes your primary service.
🏠 Roofing
❄️ HVAC
🔧 Plumbing
⚡ Electrical
🌿 Landscaping
Other home service trade
Question 2 of 9
What's your approximate annual revenue?
A rough range is fine — this is what drives the savings estimate.
$300K – $750K
$750K – $1.5M
$1.5M – $3M
$3M – $5M
$5M+
Question 3 of 9
How many field technicians or crews do you run?
Count everyone who does the actual work in the field.
1–3 techs / crews
4–7 techs / crews
8–15 techs / crews
16 or more
Question 4 of 9
Which software do you use to manage jobs or schedule work?
Select your primary tool — if you use more than one, pick the main one.
ServiceTitan
Jobber
Housecall Pro
Fieldwire
QuickBooks only
Spreadsheets / no formal tool
Other
Question 5 of 9
How do you currently track your business performance?
Be honest — there's no wrong answer here.
I use the built-in reports in my software
I build spreadsheets myself
I mostly check my bank account
I don't have a formal method
Question 6 of 9
Do you have an office manager or dispatcher?
This helps us understand who would use the daily dashboard day-to-day.
Yes — full-time office manager or dispatcher
Yes — part-time
No — I handle scheduling and communication myself
Question 7 of 9
What's your biggest operational headache right now?
Pick the one that keeps you up at night.
Knowing if we're actually profitable on each job
Following up with leads and unconverted estimates
Scheduling and dispatch chaos
Collecting payments and managing cash flow
Honestly, all of the above
Question 8 of 9
Do you use any marketing or CRM tools to track leads?
This tells us where the lead funnel data gap is.
Yes — I use a CRM or marketing tool
No — it's mostly referrals and word of mouth
We run Google or Facebook ads but track nothing
Question 9 of 9
Last step — how should we reach you?
We'll send your results and have a specialist follow up within one business day.
Phone call
Zoom
In-person meeting
Email me first
Human verification (you won't need to do anything)
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