Topic
Running Jobs
Job site operations: notes the whole crew can find, photos, schedules that survive contact with reality, and keeping customers informed without the phone ringing.
12 articles · browse the full archive
GrowthWhat to Leave With a Customer After a Job: 2 Piles
Leave two piles: paper that protects you and objects that bring the next call. Carrier's warranty clock runs out in 90 days, Trane's and Lennox's in 60.
21 min
Custom CRMHow to Document a Job Site Dispute: 7 Rules
A dispute is a timeline problem, not a photo problem. The 7 rules that decide who wins, plus which evidence each forum will actually accept.
16 min
GrowthHow to Fire a Bad Customer: 5 Steps, 4 Scripts
Firing a customer is a capacity decision, not an emotional one. The replacement test, the three exits, the four scripts, and the two legal traps to avoid.
17 min
GrowthCustomer Keeps Changing Their Mind: 7 Fixes
Client changes are the single largest cause of rework, about 33 percent of it. Seven fixes that treat indecision as a process defect, not a personality.
16 min
GrowthWhat to Do When a Job Goes Over Schedule: 7 Steps
A job goes over schedule and the damage is rarely the current customer. It is the three people you have not called yet. The triage, the order, the scripts.
16 min
Custom CRMBest Way to Send Job Photos to Customers: 6 Rules
Send a curated per-job gallery link, not your camera roll. iMessage keeps the timestamp, WhatsApp strips it. Six rules for job photos that get paid.
17 min
Custom CRMHow to Keep Customers Updated During a Job: 6 Rules
Homeowners name late arrivals (13%) and hard scheduling (12.6%) as bigger frustrations than missing updates (6.8%). Six rules built on that data.
15 min
Custom CRMHow to Stop Losing Track of Customer Texts: 5 Steps
Texts get lost because the thread is filed under a phone number, not a job. The 5 steps that fix it, and why the free fix everyone recommends breaks.
15 min
GrowthHow to Sell Maintenance Contracts That Renew
How to sell maintenance contracts and agreements: the 5 moments to ask, a one-line tech script, and why 82%+ annual retention is what buyers pay for.
23 min
Custom CRMSpend Less Time on Admin: 3 Buckets, 1 to Keep
Owners lose 36% of the week to admin. Sort yours into three buckets: re-entry you delete, revenue admin you protect, compliance you buy out.
16 min
Custom CRMHow Much Time Contractors Waste on Paperwork
Around 8 hours a week, 384 hours a year, and 77% of trades do it after the working day ends. Here is where the hours go and what they actually cost.
15 min
GrowthHow to Schedule Jobs Efficiently as a Contractor
Forty clocked hours commonly produces about thirty billable ones. Most of the missing quarter is drive time, and scheduling is the only lever that touches it.
11 min