Custom Tailored GENTS ← All six examples
EXAMPLE — FICTIONAL COMPANY Plumbing & HVAC

Harbor Point Plumbing & Air

A small service company on Housecall Pro. Finished jobs wait to become invoices; the agreement book runs on memory.

Every company on these pages is fictional — a drawing, not a client. Nothing here is a result or a number. Your shop gets the same drawing, computed from your own answers.

Their shop, drawn

EXAMPLE — FICTIONAL COMPANY · Harbor Point Plumbing & Air
Your shop, drawn

Same shop in both views. Flip the switch to see what gets added underneath it.

your shopwhere hours leakwhat gets built firstalso buildable hereyou approve
You and the officerun every stage · nothing sends itself without youTHE PHONEan emergency call comes inbooked in Housecall ProTHE ESTIMATEthe quote gets writtensent, then chasedTHE TRUCK2–5 people roll outand do the jobTHE INVOICEthe bill gets writtenwhen the office gets to itTHE BOOKagreements come duepast customers get calledHOURS LEAKfinished jobs wait, invoices agethe audit counts the hoursBY HANDword of mouth and the ad billcalls answered, then forgottenBY HANDquotes typed up when there is timefollow-up when someone remembersBY HANDthe schedule is the whiteboardwho's free is a phone callBY HANDwho's due runs on memorypast customers never hear from youWHERE ALL OF THIS LIVES TODAYYour head · the office person's memory · a spreadsheet somewhereWhen either of you is out, the shop forgets. Nothing connects Housecall Pro to the books to the customer list.ALREADY YOURSHousecall Pro does estimate follow-ups.We won't sell you that. Turn it on.YOU APPROVEBUILD 1Agreement enginewho's due, who lapsedYOU APPROVEBUILD 2 · FIRSTInvoice closer+ chased in value orderBUILD 3Marketing scoreboarda report card on the billQUICK WINSearch + Google profilefound first, looks rightAGENTYOU APPROVELead-capture responderevery inquiry, a next stepAGENTYOU APPROVECustom quoting systemminutes, from your rulesAUTOMATIONYOU APPROVEQuote follow-upchased until it's answeredAUTOMATIONEstimate-to-job hand-offno re-typing into the jobAGENTYOU APPROVEScheduling assistantweek drafted, you approveAUTOMATIONCapacity viewwhen the next hire paysAUTOMATIONTruck + parts checklistthe morning list, draftedAUTOMATIONJob-cost numbersestimated vs actual, readAUTOMATIONOwed-money viewwho owes what, by valueAGENTYOU APPROVEHistory put to worklapsed, declined, dueAUTOMATIONCommand-center dashboardone live view, every nightTHE SECOND BRAIN · lives on your accounts, under your keysevery build reads and writes this · shared with you and the officeMEMORYevery customer, quote and jobwho lapsed, what was promised, whya decision made once stays madewhat the shop knowsSKILLShow you quote, invoice and renew,your pricing rules, your wordingwritten down once, run the same every timehow the shop does thingsCONNECTIONSHousecall Pro · your phone and emailas a collaborator you canrevoke in one clickwhat the shop is plugged into

Today. A job moves left to right the way it does in every shop your size. The orange pills are where your answers say hours leak. Everything the shop knows lives in people's heads.

orange = where hours leak · grey = how that stage runs by hand · filled blue = what gets built first · outlined blue = what else could be built there · green = it passes you before it sends

Three things that would run on their second brain

An agent reads, decides and drafts — and anything it sends passes the owner first. An automation moves and computes, on a schedule, and sends nothing.

AGENTInvoice closer

Watches for jobs marked done with no invoice behind them, assembles the invoice from the job, and chases what's owed in value order. Every send passes the owner first.

under THE INVOICEYOU APPROVE · before it sends
AGENTAgreement engine

Keeps the service-agreement book: who is due, who lapsed, what was promised. Drafts the renewal note; the office approves the batch.

under THE BOOKYOU APPROVE · before it sends
AUTOMATIONMarketing scoreboard

Grades the marketing retainer against the calls that actually came in and the jobs they became. A report card on the bill, every month, computed.

under THE PHONEreads and computes · sends nothing
Start my questionnaire → starts at your industry · ~1 min · free · your shop, drawn from your answers
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