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Notes on running a better service business

Written for owners. Every post exists to answer a question someone actually asked us.

Automating Plan Renewals Without Annoying Anyone
Guide 10 min

Automating Plan Renewals Without Annoying Anyone

A practical guide to automating plan renewals without annoying anyone, with clear steps, checks, and operating advice for home service owners.

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What a Technician Should Do in the First Five Minutes on Site
Guide 12 min

What a Technician Should Do in the First Five Minutes on Site

Practical guide to what a technician should do in the first five minutes on site, with clear steps, checks, and examples for a home-service business.

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How to Write a Service Report the Customer Understands
Guide 11 min

How to Write a Service Report the Customer Understands

A practical guide to how to write a service report the customer understands, with clear steps, checks, and operating advice for home service technicians.

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Capturing Signatures and Approvals on Site
Guide 10 min

Capturing Signatures and Approvals on Site

A practical guide to capturing signatures and approvals on site, with clear steps, checks, and operating advice for home service service managers.

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What to Do When You Cannot Complete the Job Today
Guide 11 min

What to Do When You Cannot Complete the Job Today

A practical guide to what to do when you cannot complete the job today, with clear steps, checks, and operating advice for home service technicians.

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Job Photos: What to Document and Why
Guide 10 min

Job Photos: What to Document and Why

A practical guide to job photos, with clear steps, checks, and operating advice for home service technicians.

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How to Decide Who Goes to Which Job
Guide 11 min

How to Decide Who Goes to Which Job

A practical guide to how to decide who goes to which job, with clear steps, checks, and operating advice for home service dispatchers.

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Same-Day Service: Can You Offer It Profitably?
Guide 10 min

Same-Day Service: Can You Offer It Profitably?

A practical guide to same-day service, with clear steps, checks, and operating advice for home service owners.

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How to Handle Cancellations and Gaps in the Day
Guide 11 min

How to Handle Cancellations and Gaps in the Day

A practical guide to how to handle cancellations and gaps in the day, with clear steps, checks, and operating advice for home service dispatchers.

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Routing: How Much Is Drive Time Costing You?
Guide 8 min

Routing: How Much Is Drive Time Costing You?

A practical guide to routing for home service owners: how to match the right work to the right person without turning the day into a chain of exceptions.

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Solar Software: What a Small Company Actually Needs
Guide 9 min

Solar Software: What a Small Company Actually Needs

A practical guide to solar software for solar owners: how to choose the smallest reliable system that fixes the actual operating constraint.

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Solar Technician Pay: What the Market Looks Like
Guide 9 min

Solar Technician Pay: What the Market Looks Like

A practical guide to solar technician pay, with clear steps, checks, and operating advice for solar owners.

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Find out what your phone is costing you

A free audit reviews your call handling, forms and follow-up, then reports where enquiries are being lost.