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 builtyou approve
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.
the leaks it named in orange, what gets added in blue, the owner still on top approving
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