For plumbers, electricians, HVAC, handymen, general contractors, remodelers, roofers, mold remediation, insulation and every trade that runs on phone calls and trucks. Nothing changes for your crew, and we never change a job, an invoice or your books.
The sample is a fictional home service company. No signup, no email required.Each call is transcribed, summarized and scored on six skills: greeting, gathering information, finding the real problem, offering the solution, staying calm with no pressure, and confirming the next step. Weak calls come with the exact words to use next time.
Why it matters: One fumbled call can be a $9,000 remediation, a $4,000 panel upgrade or a $30,000 remodel. Coaching from your own calls fixes the habit in days.
Every person who answers the phone sees their own graded calls, day by day, and nobody else’s.
Why it matters: People improve fastest when they can hear their own calls and see their own scores.
Each evening, a plain-English review of the day’s calls: what went well, what was missed, and what to say tomorrow.
Why it matters: Coaching happens every day without the owner listening to a single recording.
Every missed caller gets an automatic text from your number within a minute. You see who was texted, who replied, and who still needs a call.
Why it matters: A homeowner with a burst pipe or a dead outlet calls the next company in minutes. A fast text keeps the job yours.
How fast new calls, texts and web forms get a response, and how that speed changes your close rate.
Why it matters: The first company to respond usually wins the job.
Calls that mention emergencies like "flooding," "sparking," "gas smell" or "no water," or where the caller sounds upset, rise to the top.
Why it matters: Emergencies and unhappy customers are where reputations are made or lost.
Each lead is matched to the paid job it turned into, if any, by phone number.
Why it matters: You see exactly which calls turned into money and which slipped away.
Contact volume by day, week or month, a rate-of-change chart, and your busiest day of the week.
Why it matters: Staff the phones for the days the phones actually ring.
Every quote with no change in 7+ days, biggest first, with who owns it.
Why it matters: Most lost jobs are not lost to price. They are lost to silence.
See whether anyone actually called the customer back after the estimate, and how follow-up changes close rates by salesperson.
Why it matters: Same leads, same prices: the person who follows up closes more.
30-day rankings for call takers and salespeople: booking rate, close rate and dollars sold.
Why it matters: Coach the people who need it and reward the ones who earn it.
Two jobs at the same address close together are flagged as a possible callback. You rule on each one: callback, new work, or dismiss.
Why it matters: Return trips cost truck time and goodwill. Patterns show where training or truck stock is missing.
Jobs led, hours, revenue and revenue per hour for each field worker, over 7, 30 or 90 days or a full year.
Why it matters: Know who drives revenue in the field, with numbers instead of hunches.
Paid jobs matched by phone number to the ad that produced them, as the last contact or anywhere in the customer’s history. Jobs that can’t be matched are shown as unmatched, never guessed.
Why it matters: Stop guessing whether your ad money comes back. See it, job by job.
Spend, clicks, calls, cost per lead, keywords, the actual search terms people typed, and wasted spend to block.
Why it matters: Most small advertisers pay for searches that never could have become a job.
A push notification on your phone the moment someone clicks your ad, hours before Google’s own reports show it.
Why it matters: You know the phone is about to ring, and whether today’s ads are working.
Your Nextdoor neighborhood ads get their own tracking number, so you see the calls they bring, which became paid jobs, and what each one cost.
Why it matters: Neighbors trust neighbors. Now you can prove whether Nextdoor pays.
Each tracked source (Google Ads, Maps listing, website, Nextdoor, trucks, yard signs, mailers, referrals, repeat customers) expands to its calls, answered or missed, which became paid jobs, and likely spam.
Why it matters: You stop paying for marketing that does not ring the phone.
Visitors, landing pages, engagement and conversion from Google Analytics, plus a mobile speed check of your landing page.
Why it matters: A slow mobile page quietly throws away the clicks you paid for.
How people find you in free Google search, plus your Google Business Profile calls, direction requests and views.
Why it matters: Free leads are the most profitable leads you get.
We ask ChatGPT, Claude, Gemini and Grok who the best company in your trade is in each city you serve, and show whether you are named and where.
Why it matters: More homeowners now ask an AI instead of searching. You need to be the answer.
Email campaigns to realtors, property managers, builders and insurance agents, with every reply matched to the paid jobs it became.
Why it matters: Partner referrals are steady work. Now you see which outreach actually pays.
One screen from ad spend, to leads, to jobs won, to revenue, to company profit.
Why it matters: The whole business on one page, with every link between the numbers real, not guessed.
Your Profit and Loss from QuickBooks Online, with the transactions behind every category, by job type, with revenue per technician and a one-year view.
Why it matters: Revenue is vanity; net profit is what you keep.
Every insurance bill and every truck, fuel and vehicle cost, grouped, with a monthly average.
Why it matters: For most contractors these are the two costs that creep up fastest.
Who owes you, how much, and for how long.
Why it matters: Money you have earned but not collected is the cheapest money to get.
See the effect on monthly profit before you decide: raise prices, add a truck and crew, hire a dispatcher, offer financing, add a service line, open a second location, spend more on ads, give a raise, or cut a cost.
Why it matters: Big decisions, run through your own numbers first.
Every paid job on a map, so you see where your work and your best customers are.
Why it matters: Aim your ads, mailers and door hangers where the money already is.
The last 90 days against the prior 90 days and the same 90 days last year, for calls, leads, jobs, revenue, average job and close rate. Anything down against both is flagged.
Why it matters: Spot a slide early, before it shows up in the bank account.
One colored gauge per area of the business, red to green, with a score under each needle.
Why it matters: Ten seconds tells you where to look today.
Customers whose annual service, inspection or maintenance was about a year ago, with nothing booked since.
Why it matters: Repeat customers are your cheapest jobs. Calling them fills slow weeks.
Customers spending the most on repairs to keep something old running, ranked by repair spend.
Why it matters: Those customers are your warmest replacement and upgrade leads.
Booked capacity for the next 4 weeks, plus freeze, heat-wave and storm alerts from the National Weather Service.
Why it matters: Fill an empty week while there is still time, and staff up before the freeze bursts pipes or the storm floods basements.
New reviews, your rating over the year, unanswered reviews flagged, and which workers customers mention by name.
Why it matters: Future customers read the unhappy reviews first.
"Who sold the most this month?" "Who owes us money?" Plain English, answered from your own numbers, on every page.
Why it matters: No report building, no waiting.
One button reviews the whole business for the last 90 days and gives you a ranked list of the changes that would make the most money.
Why it matters: Like a business consultant who has read every number you have.
What went well, what did not, and what to do about it, written in plain English from the week’s ads, website and calls.
Why it matters: Five minutes on Monday and you are caught up.
A to-do list ranked by dollars at stake, and a nightly summary by email.
Why it matters: You start the week knowing exactly where to spend your time.
The owner, office manager and marketing helper each see only what they need. Customer names and money stay hidden from roles that do not need them.
Why it matters: Share the dashboard without sharing the books.
A log of which team members use which pages, and a private notes page only the owner can see.
Why it matters: You know whether the team is actually using the tools you pay for.
Month to month. No contract. Cancel any time.
$750 setup, fully refundable. We connect and verify every source with you. If you're not happy within the first 30 days, we refund the setup fee in full.
Call recording and transcripts run through CallRail, and automatic posting through Buffer. Each bills you directly for its own service. We'll help you pick the right plan for your call volume.
Talk to RichardClick around the Summit Home Services sample, take the guided tour with Teri, or talk to Richard about your own business.
Social media
Social posts written for you
Snap a job photo. AI drafts the caption in your company’s voice. You edit or approve with one tap.
Why it matters: Steady posting builds trust before a homeowner ever calls.
Posting on autopilot
Approved posts go out on schedule to Facebook, Instagram and your Google Business Profile, week after week.
Why it matters: Consistency wins on social media, and nobody has to remember to post.
A photo library your crew fills
Before-and-after, job site and crew photos land in one library. Drag a better photo onto any queued post and it keeps its time, channel and caption.
Why it matters: Your best work becomes your best advertising.