We embed with field services operators to standardize execution across your entire operation — CSRs, dispatch, field techs, and back-office. Measured from Day 30. Guarantee tied to audit findings.
Most operators focus on tech performance. But the call that never gets answered, the estimate that never gets followed up, the membership that never gets offered — those leaks compound faster than margin drift in the field.
Your best tech closes at 38% GM. Your average runs 29%. No system measures the gap, flags the drift, or closes it. Across 50 techs, that's $400K–$800K/year walking out.
$8K–$16K per tech per yearDiagnostic inconsistency drives callbacks. At $350–$600 fully loaded per event, a 50-tech shop burns $15K–$25K/month on rework nobody maps by root cause.
$180K–$300K per yearYour best performers' knowledge lives in their heads. New techs take 6–12 months to ramp. Every branch runs differently because there's no system — just people.
$20K–$40K per new tech in slow ramp12–22% of inbound calls go unanswered during peak hours. Each missed call is a $300–$800 job that goes to your competitor. During peak season, that's $40K–$100K/month in lost revenue you never see.
$300–$800 per missed call in lost revenueYour best CSR books 85% of calls. Your average books 60%. Same phone, same leads, same zip code — 25 points of variance with no coaching system, no call scoring, no standard.
15–25 pts of booking rate spread35–50% of unsold estimates never get a follow-up call. Membership renewals slip. Post-service communication is inconsistent. These aren't tech problems — they're revenue left on the table by broken handoffs.
$150K–$350K/year in dropped follow-upsEvery operator has tried remote tools, training programs, and consultants who fly in for a week. They often fail for the same reason: they build from exported data and assumptions, not from observed reality. Our engineers embed in your operation and build from the inside out.
Vendor gets a Zoom walkthrough of your FSM setup, builds from screenshots and exports.
Off-the-shelf training content that doesn't reflect how your best tech diagnoses a failed unit.
Reports that show what happened but can't explain why — because nobody watched it happen.
Recommendations in a binder. No measurement loop. No one to adjust when reality doesn't match the plan.
Another login, another app, another thing dispatch has to remember. Adoption dies in week 3.
Our engineer sits with your dispatcher, watches job assignment logic, sees which techs get which calls and why.
We ride along with your best tech and your best CSR. The system is built from their actual decision-making, not generic best practices.
We see the tech who prices low because he's rushing. The CSR who loses bookings because she doesn't ask for the appointment. The patterns behind the numbers.
Same person who did the audit builds the system, deploys it, measures it, and adjusts it. No handoff. No translation layer.
Everything runs on top of your FSM and your existing call system. Your techs and CSRs keep doing their jobs. The system works around them.
This is what your team experiences on day one — not a kickoff deck.
Full day in the truck. Watching diagnostics, pricing decisions, customer interactions, close technique.
Listening to live calls. Scoring booking attempts. Mapping how your best CSR converts vs. average. Noting follow-up gaps.
Sitting with dispatch. Watching job assignment. Pulling 6–12 months of FSM data. Beginning pattern analysis.
Same job types, different tech. Documenting where the diagnostic path, pricing, and close diverge from Monday's ride-along.
30-minute readout with your ops leader. First patterns identified. Preliminary margin gaps quantified. Week 2 plan locked.
By the end of Week 1, our engineer knows your operation better than most consultants do after a month — because they were in the truck, on the phones, and in dispatch, not on a Zoom call reviewing a spreadsheet.
We don't just optimize techs. We map and standardize every revenue-critical handoff in your operation — because the call center and the truck are the same P&L.
Every call, booking, follow-up, and membership touchpoint — standardized and measured.
Every diagnosis, quote, close, and attach — consistent across every tech and branch.
Not consulting. Not software. A forward-deployed ops engineering system that maps your entire operation — front office, dispatch, field, and follow-up — then deploys standards that stick.
Our engineer embeds with your team, pulls data, rides along, listens to calls, and maps every revenue leak.
Top-performer knowledge becomes a system — field and back of house — with guardrails and standards.
Drift detection goes live across the full operation. Every metric tracked against baseline.
Built from your actual data — ride-alongs, call recordings, FSM history, top-performer interviews. It codifies how your best techs diagnose and close, and how your best CSRs book and convert. Gets smarter with every interaction.
Every engagement produces a quantified EBITDA lift estimate within 30 days. No other vendor commits to this because they haven't been in your operation long enough to know the real numbers.
Continuous measurement across both lanes. Which techs are drifting on margin. Which CSRs are dropping booking rate. Which follow-ups are falling through. Flagged daily, before it hits the P&L.
We pull from your dispatch, invoice, pricebook, call tracking, and membership data via API. No manual entry. No parallel system. No new logins. The system works on data your team already generates.
| Status Quo | Consulting | Point AI Tools | Spaid | |
|---|---|---|---|---|
| Scope | Siloed: field or phones, never both | Whatever they specialize in | Single function | Full operation: front office → dispatch → field → follow-up |
| Knowledge | Tribal, in people's heads | In a binder, on a shelf | Generic, not yours | Living graph from your data, your people |
| Measurement | Monthly P&L (too late) | Before/after snapshot | Usage metrics only | Weekly drift detection, real-time guardrails |
| Stickiness | Depends on key people | Leaves when project ends | Adoption fragile | System stays, measures itself, improves |
| Time to value | N/A | 6–12 months, maybe | Unclear | Full-operation audit in 30 days, deployed in 60 |
Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don't identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.
After kickoff, we ask for about 30 minutes a week of your ops leader's time.
We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks, and scope the engagement. Full access happens only if you proceed to the audit. If the numbers make sense, we start within 14 days.