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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, a trade business owner, carrying a ladder with a phone on his shoulder while a customer and his crew both wait on him

Growing a Trade Business Past the Owner-Does-Everything Stage

You are the roofer, the receptionist, the estimator and the collections guy. Here are the four jobs to hand off first, and what each one costs you now.
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Cartoon of Mack on a ladder hanging a gutter while his phone rings out of reach and coins fall from his pocket

How Much Is a Missed Call Actually Costing Your Trade Business?

The real missed call cost for tree, HVAC, and plumbing pros. Do the math on lost jobs and see how to stop the leak without hiring staff.
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Cartoon of Mack on his tailgate at golden hour sending a friendly follow up text

How to Follow Up With Prospects So You Actually Book the Job

Real numbers from 209 contractor estimates: when quotes get opened, when people say yes, and the follow-up timing that turns a sent quote into a booked job.
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Cartoon of Mack in his truck cab answering a call with a big smile

How to Get HVAC Calls From Your Website and Google Listing

Learn how to get HVAC calls from your website and Google listing with speed-to-answer, local SEO fixes, and automated follow-up that books jobs.
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Cartoon of Mack beside a new heat pump holding a tablet with a clean website on it

HVAC Website Design: What the Best HVAC Sites Actually Do to Book More Jobs

HVAC website design that books jobs comes down to a few specific things. Here's what the best HVAC sites do differently to turn visitors into service calls.
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Cartoon of homeowners stepping out of a giant phone screen onto a path where Mack shakes their hand

How to Turn Website Visitors Into Booked Jobs (Not Just Leads)

Learn how to turn website visitors into leads and booked jobs for your service business. Real fixes contractors can make this week.
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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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