BUILT AROUND YOUR OPERATIONS
Integration and operations consulting for home-service contractors.
We design, build, and maintain the connections between your website, phones, and field service software, in systems you own.
From implementation to the everyday work.
The handoffs,
connected.
Website
Forms & booking requests
Phones
Calls & office intake
THE CONNECTION
Your integration workflow
Map fields. Route records. Handle exceptions.
Field service software
The right record. A clear next action.
FOCUSED ON HOME SERVICES
- HVAC
- Plumbing
- Electrical
- Roofing
OUR EXPERTISE
The connections.
And the work
around them.
Five focused services, from the first field map to the playbook your office uses every day.
See all servicesCustom Integrations
Connect client-owned systems with documented field mapping, testing, handoff, and ongoing maintenance.
Booking & Lead Intake
Capture inquiries, assign follow-up, and define booking steps around your office’s staffing.
Reporting & Data Hygiene
Audit records, define measures, and build dashboards with traceable calculations.
Workflow Automation
Automate supported handoffs with clear rules, exception alerts, and recovery steps.
CSR & Office Training
Equip office staff with practical procedures, task exercises, and escalation checklists.
HOW WE WORK
A defined path.
From scope to handover.
Clear decisions at each step.
Useful deliverables your team can keep.
Map & scope.
Understand the workflow, confirm supported access, and agree on the outcome before the build.
Build & validate.
Implement the connection. Test the normal path, missing information, duplicate events, and failed transfers.
Hand over & maintain.
Document the process, train the office, and define responsibility for exceptions and ongoing support.
OUR INTEGRATION MODEL
Your systems.
Your control.
You retain control of your environments, users, client-owned applications, and credentials. We work as a contractor authorized by your business, within the vendor-permitted access model.
Explore the ownership modelPLATFORM-AGNOSTIC
BY DESIGN
Discovery can include field service management platforms including ServiceTitan, Housecall Pro, Jobber, and FieldEdge. Access methods, supported actions, and approval requirements vary by vendor and account.
THE OPERATIONS NOTEBOOK
Practical notes.
Better-informed decisions.
Registering a custom app in your FSM developer portal: an owner’s checklist
4 min readRead the guide Workflow planningBooking form to dispatch: mapping the handoffs that lose leads
4 min readRead the guide Integration decisionsMiddleware vs. custom API integration: choosing a maintainable workflow
4 min readRead the guideSTART WITH ONE WORKFLOW
What needs to
work better?
Tell us where the handoff breaks down
and what your office needs to happen next.