For home and field services
The system your service business runs on.
We connect your field tool, your CRM, your books, and your lead sources into one system, so the office stops re-entering everything and no call slips while your crews are on a job. Then we run it as you add trucks.
01 / Where it breaks
Four places a service business leaks.
Your office re-enters everything.
A job lives in your field software, your CRM, your spreadsheets, and your books, and someone keys it into all of them by hand.
Calls slip when the crew's out.
A missed call is a booked job that went to the competitor who picked up.
You can't see which leads pay.
Modernize, Angi, Google, referrals, the leads come from everywhere, but you can't tell which source brings the jobs worth having.
Growth breaks the office.
More trucks and more jobs, and the manual scheduling and follow up can't keep up, so things fall through and the repeat business dries up.
It's the same business underneath, whether you run two trucks or twenty. The leak is the system.
02 / The stack
One connected system, built on the tools you already run.
This is the engine a service business runs on, from the first call to the paid invoice.
Capture and speed to lead.
Call tracking, missed call text back, web forms, and source tagging, all wired into the CRM so every lead gets an instant reply.
The CRM, your source of truth.
GoHighLevel or your field tool, every lead and job in one place you can trust.
Book and dispatch.
Online booking, scheduling, job assignment, and tech notifications, connected to your field tool (ex: Jobber, ServiceTitan, Housecall Pro, or BookingKoala).
Follow up and reviews.
Follow up, review requests, reactivation, and rehash, fired automatically so the repeat business runs on its own.
Money and invoicing.
Invoices and payments synced to QuickBooks, so the books match the work without anyone retyping it.
Reporting.
One dashboard with revenue, money owed, jobs by lead source, and your true margin per job.
02B / Your stack
We work with the tools you already run.
Your field software, your accounting, and your phones, connected so a job is entered once and flows everywhere it needs to. Here is what we plug into.
Field service software
Jobber, ServiceTitan, Housecall Pro, FieldEdge, Service Fusion, FieldPulse, Workiz, JobNimbus, mHelpDesk, Kickserv, BookingKoala
Accounting
QuickBooks Online, QuickBooks Desktop, Sage Intacct
Call tracking
CallRail
Job photos and docs
CompanyCam
CRM
GoHighLevel, HubSpot
Payments
Stripe
Automation
Make, n8n, Zapier
Don't see yours? If it has an API, we can connect it. We've wired up plenty that the software companies said could not talk to each other.
03 / Where most service businesses start
How to engage.
Each phase of The Forte Method, as a fixed scope, fixed price, fixed timeline engagement.
Growth Systems Audit
We find where your business is leaking jobs and what it's costing, from missed calls to the hours your office loses retyping data. A written diagnostic, prioritized, with a fixed price on every fix. It credits toward your first build.
Core Systems Build
We pull your scattered tools into one system, then wire it end to end and test it on real jobs before handoff. Most builds ship in 7 to 21 days.
Embedded Growth Systems Partner
The engineering brain at the table once it's live. We keep it running, harden it as you grow, add what's next, and report the result in dollars every month.
Starting here gets you there. The audit shows the leaks, the build closes them, and the partnership keeps it standing as you add trucks.
04 / How it works
The same four steps, every engagement.
The same system, built for your service business.
Diagnose.
We map your tools end to end and hand you a prioritized diagnostic.
Architect.
We design before we write code. The architecture decides whether the build survives a busy season.
Build.
Built to the architecture, fixed scope, tested on real jobs before handoff.
Operate.
Documented, monitored, hardened, and handed off clean. The Partnership picks up where the build ends.
05 / Service businesses we've built
Same system, real operations.
Flint Hills Moving.
We replaced three legacy systems, a custom calculator, an aging CRM, a Microsoft Access database, and the spreadsheets in between, with one custom app. The triple data entry stopped, and the pricing and the contracts now run in one place, even offline in the truck.
Daleen Restoration.
We built one dashboard pulling QuickBooks, their project software, their costing sheet, and their lead sources together, so the owner finally sees revenue, money owed, pipeline, and true margins in one place. Customer follow up runs on its own over text and email.
THE 11R SHOP.
A mobile tire service running on a full dispatch system we built, job intake, payment, technician dispatch with GPS, and a receipt at the end, wired across their tools into one flow.
Hear it from a client (different industry, same standard).
This one's from a coaching client. We included it because what they're describing, work that's scoped tight and built to hold, is the same thing we bring to a service business.
"He stood out from the pack real quickly. We'll use him for any job we ever have."
Matt Juels, COO, Six Months to Speech
More from clients.
"Seth is my go to for all of my automation projects now. His process in defining the project scope ahead of time ensures that I get everything I need and we're on the same page throughout."
Product sync automation
"Extremely knowledgeable and patient. He thought outside the box to offer solutions we did not consider. Highly recommend and we will use him again."
Review system development
"Seth is an amazing rare breed. He is not just focused on what is asked of him, he scopes the need to make sure the work meets your need to the maximum level. Brilliant Developer and the kind of man you wished was your neighbor."
Web development
"If you need an automation specialist, stop looking right now and hire Seth. He will blow your mind with his knowledge and his ability to take your idea and not only understand what you want to achieve but also build on it."
Automation
06 / Common questions
What service owners ask before booking.
We already use Jobber or ServiceTitan. Do we replace it?
No. We build around your field tool and connect it. We only replace what's costing you.
We lose calls when we're on jobs. Can you fix that?
Yes. Missed call text back and instant follow up are usually the first thing the audit flags.
Our office retypes everything across systems. Can that stop?
That's the most common build we do. One source of truth, the rest wired to it.
Do we own it?
Yes, all of it. The accounts, the build, the documentation, and the credentials are yours to keep.
Can you handle our lead gen too?
We own the systems the leads land on, the tracking, and the follow up. We work alongside whoever runs your ads.