Most shops have no idea how much their setup is costing them until someone pulls it apart. We review every setting, workflow, integration, and report in your account, then hand you a prioritized Fix-It Plan that shows you exactly what to tackle first, second, and third. This is how every engagement starts, and it costs you nothing.
Whether you just activated the account or have been limping along on a half-built setup for two years, we configure the entire foundation from scratch. Company profile, service types, tax rates, scheduling windows, notification preferences, and custom tags, all matched to how your crew runs jobs in the field today.
Your dispatchers should not be texting "on my way" forty times a day. We build the automated sequences that handle appointment reminders, follow-up messages, review requests, on-my-way notifications, and estimate nudges so your office team reclaims 10 to 15 hours a week they are currently burning on tasks the platform can handle.
Housecall Pro is only one piece of the stack. We connect it to QuickBooks so your books actually reconcile, wire it into Zapier so lead sources and marketing tools talk to each other, and configure the open API on MAX accounts for anything the native integrations cannot reach. One data entry, every system updated.
An incomplete price book is the single most expensive gap in most Housecall Pro accounts. Techs guess at pricing, estimates take too long, and margins shrink without anyone noticing. We build your full price book from the ground up, organized by service categories, materials, and flat-rate bundles specific to your trade so estimates go out in minutes instead of hours.
If you are pulling numbers into a spreadsheet to figure out how the business is doing, your reporting setup is broken. We build dashboards inside Housecall Pro and through connected tools that surface revenue by service line, job profitability, close rates, and technician performance without you ever opening Excel again.
Switching platforms is nerve-wracking because a sloppy migration means lost customers, orphaned job history, and a price book that has to be rebuilt from memory. We bring your records across from your old system, or clean up the mess from a rushed move you did yourself, and verify every line before it goes live.
A perfectly configured account is worthless if your crew will not open the app. We run role-specific training sessions for office staff and field techs separately, covering only the features that matter to each group. Dispatchers learn their workflow. Techs learn theirs. New hires get productive in days instead of fumbling through weeks of trial and error.
Housecall Pro pushes updates regularly, your team changes, and your service mix evolves. Without someone actively managing the account, the setup you paid to build slowly drifts out of alignment. We stay in your account month after month, adjusting automations, building new reports, onboarding new hires, and keeping everything tuned to how the business runs right now.
01
We look under the hood of your operations and find the broken pieces in your current setup.
02
We deliver a clear, no-nonsense roadmap of exactly what needs to be rebuilt, migrated, or automated.
03
You run your business; we sit behind the keyboard and rebuild your pricing, tags, integrations, and automated emails.
04
We train your team to use the new system, and we stick around to keep it running smoothly as your business scales.
Every trade quotes differently, dispatches differently, and gets paid differently. A one-size configuration leaves gaps that your team works around by hand every single day. We build every service, price book entry, workflow, and report around the way your specific trade operates.
HVAC
Plumbing
Electrical
Cleaning Services
Garage Door Repair
Pest Control
We specialize in taking the chaos out of growth. Our systems are built for trade businesses running 3 to 25 trucks, generating $500K to $5M in revenue, and running on Housecall Pro Essentials or MAX.
Every engagement starts with a free Deep-Dive Audit and a scoped Fix-It Plan, so you see the work and the cost before you commit.
We sit behind the keyboard and build it. You keep running the business while your account gets rebuilt in the background, with no gap in your ability to schedule or invoice.
An HVAC shop and a cleaning crew do not run the same way. Every configuration is built around how your trade actually quotes, dispatches, and gets paid.
The Deep-Dive Audit is free. You will see exactly what is costing you time and margin, and the order to fix it, before any paid work is scoped.
Book Your Free Account Audit
With the free Deep-Dive Audit. It reviews your full account, settings, price book, automations, QuickBooks sync, reporting, and field app, and hands you a prioritized Fix-It Plan before any paid work is quoted.
Either works. Some clients need one fix, like a price book or a QuickBooks repair. Others want a full rebuild and an ongoing retainer. The audit tells us, and you, exactly what the account needs.
The audit takes 1 to 2 business days. Most builds finish in 1 to 2 weeks depending on scope, and you get an exact timeline in your Fix-It Plan before work begins.
No. We work inside your account while your team keeps dispatching. Anything that goes live is switched on at a scheduled time with no gap in your ability to schedule or invoice.
MAX accounts are often the best fit. The plan includes advanced reporting, automations, and API access most businesses never configure. We make sure every feature you pay for is switched on and pulling its weight.
