Private assessment overview

Understand the work before you decide.

The Missed-Call Recovery Assessment is a focused, human-led working session for independent HVAC, plumbing, and electrical contractors. It maps how inbound service calls, estimate requests, emergency calls, and after-hours response move through your office or dispatch team, then leaves you with a practical recommendation. Purchase the fixed-scope assessment now, or use the free Fit Check for a private first look.

No software, phone, CRM, or dispatch-system replacement · no commitment after the assessment · your team remains in control.

Not the right fit — you don't pay. If the assessment finds no concrete, checkable missed-call, lead-recovery, dispatch, or scheduling issue worth fixing after the live debrief, you don't pay a cent.

Before checkout

What happens in the working session.

This is a focused review for independent HVAC, plumbing, and electrical contractors—not an automatic phone, CRM, or dispatch-system change.

01 · Share simple context
You share high-level context about inbound calls, estimate requests, emergency coverage, and dispatch routines. No customer details are needed.
02 · Receive the written map
Within three business days after intake, receive written findings, a recovery map, and prioritized recommendations.
03 · Decide in a live debrief
Review the findings live with a specialist, ask questions, and decide whether any defined implementation should move forward.
Your team stays in control
The assessment supports—not replaces—your office, dispatch, or technician handoffs. There is no contract, subscription, or obligation to move into implementation.

Questions before booking

Clear answers before you decide.

Why do you charge for this when other companies offer free audits?
Free audits are typically a lead-generation tool — the findings are shaped to justify buying that company's product. Because you're paying directly for this assessment, there's no hidden incentive: the recommendations are based on what your contractor business actually needs, not on what we're trying to sell you next.
What exactly does the $750 buy me?
A specialist-led review of your inbound service-call path — a human traces missed and after-hours calls, estimate requests, immediate text-back, and scheduling or dispatch handoffs, then delivers written findings and a live debrief within three business days after intake. It's a fixed one-time fee with no contract or subscription after the assessment.
Can the assessment fee be applied to implementation?
Yes. The full $750 assessment fee is credited toward a defined implementation started within 30 days of your assessment debrief.
What if the assessment doesn't find anything worth fixing?
Then you don't pay. The guarantee is tied to a concrete, checkable outcome, not just whether you liked the session: if, after the live debrief, we agree the assessment found no missed-call, lead-recovery, dispatch, or scheduling issue worth fixing, we absorb our time and you owe nothing.
What should I do if I'm not ready to book the assessment?
When you're ready, the assessment is here — there's no rush and nothing you need to do until then. If you want a private first look, the Fit Check is a free 30-second diagnostic, not a sales step: it gives you an honest read on your missed-call and scheduling workflow whether or not you ever book the assessment. No follow-up sequence and no obligation.

Straightforward pricing

Clear costs, built around your current operation.

The assessment comes first because it shows which call path, dispatch handoffs, tools, and team routines actually need attention. That lets us scope setup clearly instead of guessing at a package before we understand your operation.

Start with clarity

Missed-Call Recovery Assessment

$750 one-time

A focused look at missed inbound service calls, immediate text-back, estimate requests, dispatch handoffs, and weekly lead visibility.

Build one path

Call Recovery Setup

From $2,500

One defined recovery workflow, configured around the phone, CRM, job-management tools, and team routines you already use.

Expand support

Full Recovery Rollout

Typically $4,000–$6,000

A broader rollout when more than one call path, dispatch handoff, tool, or team routine needs attention.

Stay supported

Ongoing Workflow Management

Optional, typically $750–$1,250/month

Practical monitoring, adjustments, and a simple weekly view of recovered and lost leads after launch.

Prices describe the work and support involved; they are not a promise of appointments, revenue, or any particular result.