What a manual audit actually looks like.
Before we build anything, we spend two weeks inside your business — shadowing every call, mapping every workflow, and quantifying every gap. This is a redacted example of what we deliver. Names and specifics are real-world stand-ins; the structure is exactly what you'd get.
Chapter 01
The Audit
$2.4M/yr revenue · 9-tech field operation · Founded 2014
Two weeks on-site with the Coastal Comfort team. Every inbound call logged, every dispatch decision shadowed, every follow-up gap measured. The operation is running on instinct and tribal knowledge— the owner knows every customer, the dispatcher knows every tech's quirks, and the CSR is doing the job of three people. That works until it doesn't.
- MWMarcus WebbOwner · Executive
- DRDiane ReyesOffice Mgr · Dispatch
- SKSandra KimCSR · Scheduling
- CMCarlos MendezLead Tech · Field
- JBJaylen BrownTech · Field
- PLPatricia LinBookkeeper · Finance
- ServiceTitan
Primary field management platform. Scheduling, dispatch, invoicing, memberships.
In use — underutilized - Phone System (Google Voice)
Inbound/outbound calls. No CRM integration. No call recording review process. Voicemail only after 5pm.
Action needed - Estimate Pipeline
No dedicated tool. Sandra tracks open estimates in a personal spreadsheet. Zero automation on follow-up.
Critical gap - Customer Communication
Appointment reminders sent manually via text. No automated confirmations, no pre-job notifications, no review requests.
Action needed - QuickBooks Online
Invoicing and bookkeeping. Manual sync with ServiceTitan. Patricia reconciles weekly.
Partial integration
Let's find where your $487K is hiding.
Every trade business has a number like this — calls going unanswered, estimates going cold, agreements lapsing silently. We find it, measure it, and build the systems that capture it.