How it works
Scorecard, assessment,
then the fix you choose.
Diagnosis before prescription. The scorecard gives you a rough idea. The assessment measures it in your own records. Then you decide what, if anything, to fix.
Three steps
You can stop after any of them.
1. The scorecard
Free, twelve questions, about three minutes. A rough dollar range and the two places to look first. Take it
2. The assessment
$497. Ninety minutes in your office and a read-only look at your numbers. A written report in about a week. Details
3. The fix you choose
Fixes priced in the report. Most run on the tools you already have. The fee comes off the first one. Or you do it yourself.
The assessment, step by step
About a week from the call to the report.
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First · 20 minutes
A short call
A few questions about your shop, and one number from your own system. If an assessment isn't worth it for you, I'll say so.
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Before the visit
Read-only exports
You send exports or screenshots from your CRM or field software, your phone system and QuickBooks. Nothing gets changed.
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Day 1 · 90 minutes
The interview
I come to your office. We walk through how calls, estimates, jobs and invoices really move, and what you've already tried.
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About a week
The report
Your current plan and a new one, each leak with the math shown, and the fixes you can pick from, with prices.
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Then
You decide
Pick a fix, do it yourself, or do nothing. The fee comes off the first fix you choose.
What's in the report
Five pages you can act on.
| Page | What it shows |
|---|---|
| Your current plan | How calls, estimates, jobs and invoices move today, and what you've already tried |
| A new plan | The same shop with the leaks closed, using the tools you already pay for |
| The leaks, in dollars | Each leak sized from your own records, with the math and the date of the data shown |
| The fixes | What each fix is, what it needs from you, how it's measured and what it costs, including doing it yourself |
| Doing nothing | What the next twelve months look like if nothing changes |
Why it works this way
I measure before I recommend anything.
Most shops already own software that could close these leaks. The gap is a clear picture of where the money goes, in your numbers, and a routine that keeps it from slipping again. That's why the assessment comes first and why it uses what you already have.
What I need from you
Ninety minutes, and read-only exports or screenshots from your CRM or field software, your phone system and QuickBooks.
What it costs
$497. The fee comes off the first fix you choose.
Where your data goes
Read-only, the least I need, kept private, and deleted after the report unless you hire me for a fix.
Where
I do the interview in your office, so assessments are for shops within about an hour of Austin.
The promises
Measured, conservative, and guaranteed.
Measured on your numbersThe report sizes each leak from your own records, conservatively, and shows the math. No industry averages passed off as your results.
A guarantee with a floorIf the assessment doesn't find at least $15,000 a year in recoverable value for a roofer, or $10,000 for an HVAC company, you get your fee back. Missing revenue and avoidable costs are shown separately.
Your data stays yoursRead-only exports only. I use the least data I need and delete it after the report unless you hire me for a fix.
Assessment questions
Before you book.
Why should I pay for an assessment?
Because a diagnosis is worth something on its own. You get a written report with each leak sized from your own records and the math shown, plus a plan you can run yourself if you want. And if it doesn't find at least $15,000 a year in recoverable value for a roofer, or $10,000 for an HVAC company, you get the fee back.
What counts as recoverable value?
The yearly money you can get back: revenue you're missing (jobs that didn't close, money not billed or not collected, margin on work you already do) plus costs you can avoid (free callbacks, wasted labor). Each cause counts once, at the low end, and only when the numbers come from your own records. The report shows revenue and costs on separate lines, so a cost saving never gets passed off as new sales.
What does it cost?
$497. The fee comes off the first fix you choose. The fixes are priced in your report, and you pick which ones, if any.
What do you need from me?
Ninety minutes of your time in your office, and read-only exports or screenshots from your CRM or field software, your phone system and QuickBooks. I'll send a short list of exactly what to pull. Nothing in your systems gets changed.
What if my numbers look fine?
Then the report says so, and you've spent $497 to know it. If it finds less than the guarantee floor, you get the fee back. I'd rather tell you there's nothing worth fixing than sell you something you don't need.
I'm on ServiceTitan. Can you still do this?
Yes. ServiceTitan doesn't allow outside companies to use your API key, so I work from the reports and exports you can already pull. Jobber, Housecall Pro, AccuLynx, JobNimbus and QuickBooks work the same way.
Which shops do you work with?
Roofing and HVAC companies doing about $1M a year or more, within about an hour of Austin, because I do the interview in person. If you're farther out, send a note anyway and I'll tell you if I can help.
What happens after the report?
We walk through it together. You pick a fix, do it yourself, or do nothing. Most fixes run on the tools you already have. One of them is the overnight crew that drafts your follow-ups and collection letters for your office to approve.
Find out where your shop leaks.
Twelve questions, about three minutes, and a rough dollar range for where your shop leaks. When you want it measured on your own numbers, book the assessment.
Take the 3-minute scorecardbill@lateshift.work · Austin, Texas · Usually replies same day