Operator track
The Field Service Playbook
If you run an HVAC, plumbing, electrical, landscaping, or cleaning business, you are stuck between tools that cannot do the job and tools priced for shops ten times your size. This is a worked playbook, not a lecture. We build the whole thing for a real trades shop: scheduling and dispatch, quoting, invoicing, follow-ups, and review requests, on a stack that costs a fraction of what the big field service platforms charge. You keep what we build.
What you will be able to do
- A scheduling and dispatch flow that holds up for a small crew
- Quoting and invoicing that goes out the same day the work is done
- Follow-ups and review requests that run without you remembering them
- Assembling the whole stack for a fraction of what the incumbents charge
- 01The price umbrella over the trades
Why your options feel like toy or enterprise with nothing in between, and what that gap is actually made of.
About 4 min
- 02Scheduling and dispatch that holds up
The dispatch design that survives a Tuesday with two callouts and a no-show.
About 4 min
- 03Quote and invoice the same day
The single change with the fastest cash impact in a trades business, and why it usually fails.
About 4 min
- 04Follow-ups and reviews that run without you
The last mile of the playbook: the work that only happens if it happens automatically.
About 4 min