Operations Health Check
Operations Health Check for Trade Services
Dispatch and scheduling efficiency, technician productivity and training, service agreement management, and customer satisfaction.
What We Analyze
Built for how trade services firms actually work.
Processes We Assess
- Lead Generation & Call Booking
- Service Delivery & Sales
- Maintenance Agreements & Customer Retention
- Business Operations & Financial Management
Key Areas We Explore
- Call handling and appointment booking
- Dispatching and technician assignment
- On-site diagnosis and option presentation
- Maintenance agreement management
Metrics We Benchmark
- Average Ticket Size
- Booking Rate (Call Conversion)
- Technician Close Rate
- Revenue Per Technician
- Gross Profit Margin
Free Assessment
See where your operations stand.
Answer 10 to 15 targeted questions from an AI advisor who understands trade services operations. Get a confidential scorecard with your top findings in about 10 minutes.
Talk to Scott
Prefer to start with a conversation?
Book 30 minutes to talk through what you’re working on. No pitch — just a practical conversation about your operations.