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Field Notes

Guides for growing your trade.

No-fluff playbooks on getting found, getting called, and getting booked, straight from the team that does it for established operators every day. Read it, or have us run it.

PlaybooksCase NotesSOPsField Reports
Cartoon of Mack lying under a kitchen sink tightening a P-trap while his phone on the floor answers a lead on its own

Plumbing Automation: How to Stop Losing Leads While You Are on the Job

Plumbing automation answers missed calls, forms and quotes while you work. How it runs step by step, with real numbers on response time and quotes.
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Cartoon of Mack grinning at his phone in the cab of his truck while a chat bubble with a blue check mark rises from the screen

ChatGPT Business Verification and Ads: What Contractors Should Do Now

ChatGPT now lets businesses claim a listing and get a blue check, and it sells ads. Here is how to get verified and whether a trade business should buy the ads.
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Cartoon of Mack pouring tiny houses into a funnel that delivers a signed clipboard to a homeowner

Roofing Sales Funnel: How to Turn Website Visitors Into Signed Contracts

A roofing sales funnel has five stages. Here is where roofers lose jobs between the first call and the signature, with real quote numbers and the fix.
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Cartoon of Mack waving from his truck as the homeowner waves back from a finished porch

Customer Follow Up After the Job: Where Trade Businesses Lose Repeat Work

Real numbers from a Connecticut landscaping company: the four customer follow ups after the job that keep reviews, payments and repeat work coming in.
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Cartoon of a friendly little robot handing Mack his phone while he loads his truck

AI Lead Generation for Contractors: What It Actually Does and When It Pays

AI lead generation for contractors is two different products. Real numbers show where trade leads leak and how an AI system catches the ones you already earn.
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Cartoon of Mack checking Google on his phone beside his work truck while a glowing answer card floats above the screen

Google AI Overviews: What They Mean for Contractors in 2026

Google's AI answer now shows on 61% of searches and takes about 43% of the clicks. Here is what a 190 million keyword study means for local trade businesses.
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Done Reading?

You can read it, or have us run it.

These guides are the same systems we build and run for established operators every day. Put in the reps yourself, or hand us the field and get back to running the crew. One partner per trade, per market, if yours is still open.

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