You lost that job because the other guy quoted it Tuesday and you quoted it Thursday.

What I actually build for trades businesses

These aren’t hypotheticals. These are the ones that come up over and over, and most of them I run in my own company.

A quote from a voice memo

You walk the job, you talk into your phone for ninety seconds like you’re telling your buddy what you saw, and you get back a formatted quote in your template, in your pricing, in the way you talk to customers. You read it, fix whatever’s wrong, send it.

This is the one that changes your week. Most guys are writing quotes at nine at night at the kitchen table. This moves it to the truck, in the driveway, before you pull off.

Follow-ups that happen whether you remember or not

Every quote you sent that went quiet, drafted into a follow-up that doesn’t sound like a robot and doesn’t sound desperate. Sitting in your drafts every morning waiting for you to glance at them and hit send.

You already know the number of jobs you’ve lost purely because nobody followed up. That’s the whole pitch.

Turning job notes into something a customer can read

Your crew’s notes are for your crew. What the homeowner or the property manager needs is a clean summary of what you did and why the change order happened. Same information, translated, in about twenty seconds.

The answers you type forty times a month

Do you haul appliances. Do you take freon units. How fast can you get out here. Are you insured. What’s your minimum. You’ve typed these until your thumbs hurt. They get drafted now, in your voice, and you just check them.

Monday morning recap

What came in last week, what went out, what’s sitting unanswered, which quotes are still open. Pulled from your actual inbox and calendar, not from a spreadsheet somebody has to maintain.

Things guys in the trades ask me

My crew isn’t going to use this.

Probably some of them won’t, and that’s fine. In every shop there are one or two people who pick it up immediately and end up using it constantly, and everybody else uses one thing occasionally. That’s a win, not a failure.

What I do about it is build things for specific people’s specific jobs, at their desk, with them typing. Nobody sits through a lecture. And I say out loud, in front of everybody, that this isn’t about cutting anyone, because that’s what they’re actually wondering.

I’m not a computer guy.

Neither am I, and that’s sort of the point. You talk to it like you’d talk to a new hire who’s sharp but doesn’t know your business yet. My job on the day is loading in everything about how you work so you don’t have to explain it every time.

If you can text, you can do this.

Is it going to email my customers something stupid?

It can’t send email. That function isn’t available to it. Everything it writes lands in your drafts and sits there until you read it and hit send yourself. Full explanation here.

I already use ServiceTitan / Jobber / Housecall Pro.

Good, keep using it. That’s where your jobs and invoicing live and I’m not replacing it. What I’m doing is the writing and thinking layer around it, which is the part those tools don’t really touch. They hold your data. This helps you deal with people.

What’s this cost?

$3,500 for the day, your whole crew included, paid in thirds. It’s on the pricing page because I’m not going to make you sit through a call to find out, and exactly what you get is published too.