Automations that worked at launch misfire as job types and staff change, and nobody notices until a customer complains. New hires never see the workflows or price book that already exist. Costs rise while pricing stays flat, quietly eating margin on every job. New features ship on the MAX plan you already pay for and never get turned on, while your account manager only answers when asked.
We adjust your flat-rate pricing, update vendor material costs, and add seasonal service offerings so your margins remain protected.
We merge duplicate clients, standardize address formats for the dispatch map, and archive dead leads to keep the system fast and accurate.
We monitor the QuickBooks error log daily, manually resolving failed invoice pushes and tax code mapping errors.
We onboard new hires with the correct permissions and revoke access for departed employees the same day they leave.
01
Every retainer starts with a Deep-Dive Audit and Fix-It Plan, so month one begins from a known state, not a guess.
02
Automations, the price book, new features, and reporting get checked against a set schedule every month.
03
Anything found gets corrected inside your account, not just flagged in a report you have to action yourself.
04
New hires or new service lines get folded in once you tell us, matching the account to how the business runs now.
Start with a free Deep-Dive Audit. You'll receive a custom Fix-It Plan before any work begins, ensuring our monthly maintenance starts from a clear, actionable list.
Book Your Free Account Audit
MAX gets the most value, since the account manager and KPI dashboards live there. Essentials accounts still benefit from automation and price book upkeep.
No long-term contract is required. Scope, cadence, and price get set during the Fix-It Plan, based on your account size and how much attention it actually needs.
Usually yes. Value shows up over the following months, since accounts still drift as staff, costs, and features change. The audit will say honestly if there is little to gain.
Nothing breaks immediately; this is maintenance, not a fragile dependency. Everything keeps running on its last configuration. The risk is the same slow drift building again.
Retainer pricing is based on account size, MAX vs. Essentials, and how much monthly attention your account needs, so it's quoted as part of your Fix-It Plan, not listed as a flat rate.
