Customer portals: letting clients pay, approve and book online
What a customer portal does for a home-service business, which features customers actually use, how to keep sign-in painless, and how to get customers to use it instead of calling.
Blog
Practical advice on quoting, pricing, memberships and getting paid, for owners of home-service businesses.
What a customer portal does for a home-service business, which features customers actually use, how to keep sign-in painless, and how to get customers to use it instead of calling.
A practical guide to launching an auto detailing business, from choosing mobile or a shop to building packages, pricing by vehicle size and condition, and earning repeat maintenance washes.
A plain-English guide to job costing for service contractors, with a worked example, the loaded labor rate, and what to do once you see which jobs lose money.
A practical guide to building a membership plan your customers value and your business can rely on, with a worked pricing example.
How to measure a roof in squares, adjust for pitch and waste, build a complete materials list, and price labor, disposal and margin on a shingle replacement.
What a home-service business needs to know before texting customers, from getting consent and honoring STOP to registering for A2P 10DLC so carriers don't block your messages.
A step-by-step way to handle a complaint, decide who pays for a callback, fix the root cause, and turn an unhappy customer into a loyal one.
How to move inspection, maintenance and test reports from clipboards and Word files to a phone-based system, with templates, photo findings, branded PDFs and release rules that protect your payment.
What to record in a daily log on a remodel or small construction job, who should write it, and how a five-minute habit protects your schedule, your change orders and your client relationship.
Who to offer a maintenance plan to, what techs and office staff should actually say, how to answer the common objections, and how to track whether your team is selling them.
For tradespeople ready to run whole projects, a guide to licensing, contracts, subcontractors, estimating, payment schedules, change orders and keeping clients informed through a multi-week job.
Markup is profit as a share of cost; margin is profit as a share of price. Here is how to convert between them and price jobs that hit the margin you need.