Your Home Services Business Doesn’t Have an Ops Problem.

It Has a YOU Problem.

If dispatch, scheduling, approvals, or problem-solving still run through you, your business isn’t scalable, it’s fragile. This 45-minute Ops Review shows whether that’s fixable before it costs you more time, margin, or sanity.

Built for HVAC, plumbing, electrical, roofing, and restoration companies with real operational complexity not solo operators.

If we can’t identify 3 measurable quick wins, we’ll tell you not to move forward.

The Business Isn’t Breaking. It’s Quietly Trapping You.

Most home service businesses don’t fail loudly, they stall.

At first, you step in to help.

Then you become the dispatcher of last resort.

Then time off feels risky instead of earned.

Then every decision routes through you.

Nothing is “on fire” but nothing runs without you either.

That’s a ceiling not a growth phase.


This is why The Ops Health Check exists to answer one question:

Can this business run without you or is it only working because you’re still holding it together?

What the Ops Health Check Actually Delivers

A focused, execution-driven operations audit designed specifically for home service businesses not generic consulting.

You See Where You’re Still the Bottleneck

We identify exactly where decisions, approvals, and fire drills still depend on you and why they haven’t been pushed down yet.

You Get Visibility Without Babysitting

We install KPIs and dashboards that tell you what matters without chasing updates, logging into five tools, or guessing.

One Real Operational Fix Goes Live

By Week 2, something tangible changes and that could be a workflow, handoff, or decision rule so you feel relief before committing to anything longer-term.

This is execution, not advice. If nothing changes, you don’t continue.

What Changes When the Business Stops Running Through You?

Before: The Business Runs You

  1. Dispatch and scheduling escalate to you

  2. Decisions stall when you’re unavailable

  3. KPIs exist but don’t drive behavior

  4. Time off creates anxiety, not rest

After: The Business Runs on a System

  • Dispatch runs without escalation

  • Decisions follow clear rules, not gut checks

  • Metrics tell you when to step in & when not to

  • Know exactly what happens when you’re gone

Questions Home Service Owners Ask Before Booking

What exactly is the Home Services Ops Health Check?

This isn’t a consulting assessment or a report you skim and ignore. It’s a short execution sprint designed to answer one uncomfortable question fast:

Can this business actually run without you or does it only work because you’re still involved in everything?

We map where execution is breaking (dispatch, scheduling, callbacks, closeout), install real KPI visibility, and implement at least one operational fix by Week 2.

You don’t leave with advice. You leave knowing whether control is realistically transferable or not.

Is this just an audit, or do you actually implement changes?

Audits tell you what’s wrong. They don’t change how the business behaves.

This includes implementation. If nothing meaningful shifts by Week 2, you shouldn’t continue.

The point isn’t diagnosis. It’s to prove whether execution can move without you pushing it every day. If it can’t, we say so.

Will this disrupt my team or cause resistance?

No, because we don’t “reorganize” people or dump new process on them. Most resistance comes from confusion:

- Who decides?

- What matters?

- When does something escalate?


We clarify ownership, decision rights, and cadence so the team stops waiting on you. Most teams don’t resist this. They feel relief.

What if we already use ServiceTitan, Jobber, or other software?

Perfect! Tools aren’t the issue. Most owners already paid for good software. They just don’t trust the data or the workflows inside it.


We work inside your existing systems to make them usable:

• Dashboards you actually look at

• Workflows people actually follow

• Metrics that drive decisions instead of noise


New tools don’t fix execution. Clear rules do.

Do I have to continue into a long-term engagement after this?

No. This stands on its own.

At the end, we give a clear recommendation: continue with fractional ops support or stop.


You decide based on traction, not pressure. If nothing meaningful changes, there’s no reason to keep going.

Who is this NOT a fit for?

This isn’t for owners who:

• Want advice without execution

• Won’t give access to systems or people

• Are looking for cheap labor or someone to “help out”


It’s for home service businesses with real operational complexity who want control back not more noise.

What happens during the 45-minute Ops Review call?

We identify where execution is stalling, why decisions still route through you, and what the first fix would be.


If there’s no clear path to real improvement, we’ll tell you not to proceed.


This call isn’t about selling. It’s about clarity.

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