Nobel, Ontario · Since 2015
You built the business. Now it runs you.
I find and set up the right processes and tools for your field service business, then stay on to keep it on track. I work with plumbing, electrical, HVAC, landscaping, cleaning and other shops with crews on the road and an owner stretched thin.
Is this you?
- It's 8 PM, the kids are in bed, and you're at the kitchen table doing invoices.
- A customer called twice about a quote, and nobody called them back.
- The schedule lives in your texts, so every change means another round of calls.
- A crew showed up and the customer wasn't home, or the crew went to the wrong job.
- Job forms are on paper in the truck, so finding one when a client asks takes half a day.
- You bought software like Jobber or monday CRM, but it never got set up properly and the team went back to the old way.
- The busy season was good, but cash still runs tight through the slow months.
- Every decision still lands on you, which is why a week away never seems to happen.
If a few of these sound familiar, book a call and tell me what's going on. I'll tell you straight whether I can help, and if I can't, I'll say so.
How it works
Three steps, and you always know the price before we start.
- 1
Free call.
Book a 30-minute Discovery Call and tell me what's eating your week. I'll tell you straight whether I can help. Cost: free.
- 2
Audit.
I look at how your business actually runs and give you a written plan. The Operations Audit ($1,500) looks at one problem area and can be done by video, which suits smaller shops. The On-Site Operations Audit ($2,500, plus travel billed based on location) is on-site and covers the whole operation. Half the fee comes off your first month of support if you sign within 30 days.
- 3
Setup, then monthly support.
I set up the tools and processes from the plan (Software Setup (Essentials), $1,800, or Field Service Software Setup (Complete), $3,500), then stay on with a monthly plan from $300/month so it doesn't slide back.
Monthly support plans
Monthly Support
$300/month
Up to 2 hours a month. I keep your tools running and answer your team's questions.
Fractional Operations Advisor
$1,500/month
Up to 10 hours a month, including a 45-minute weekly call, and I'm on call when a question comes up.
Fractional Operations Manager
$3,500/month
About 30 hours a month, including two on-site days and a 45-minute weekly call. I run the weekly routine with you.
Prices are in CAD, plus HST if applicable. The Advisor and Manager plans run for three months to start, then month to month. Unused hours don't roll over, and extra time is billed at the Hourly Consulting rate. Full details are on the Services page.
Or do it all in one: The 90-Day Operations Overhaul
Get your evenings back in 90 days.
If you'd rather not piece it together, this program covers all three steps in one: the On-Site Operations Audit, the full setup and three months of Fractional Operations Manager help, on-site. I do the setup work myself, so you're not left with another login and a set of how-to videos.
What you get
- Weeks 1 to 3, the On-Site Operations Audit: two on-site days, interviews with you and your crew, a review of your tools and paperwork, and a written plan.
- Days 1 to 30, first wins: the aim is your schedule in one place and invoices going out from the job, not the kitchen table.
- Days 30 to 60, the full setup: a scheduling and job tool and a CRM, your data brought in, automations that save you entry work, and training for your team.
- Days 60 to 90, a weekly routine: a weekly meeting rhythm, a simple scoreboard and checklists for how things get done.
- Throughout: a 45-minute weekly call and two on-site days a month.
- After day 90: carry on with a monthly plan, or run it yourself.
$12,000, paid as three monthly payments of $4,000, plus HST. That's less than the $16,500 the parts cost when bought separately. Travel is billed based on location.
Who it's for
A good fit
Owner-led field service shops with crews on the road and an owner stretched thin, such as plumbing, electrical, HVAC, landscaping, cleaning, pest control and property maintenance businesses. Smaller and larger shops are welcome too, and the free call is where we find out whether it fits.
A fair question
Why pay me when the software company onboards you for free?
Most field service software comes with free onboarding, and you should use it. It shows you how the software works, but it doesn't know your crews, your prices or how your jobs actually run, and nobody from the software company is coming to your shop to sit with the crew. I set the tool up around your business, bring in your old data, tie it to your email and your books, and stay until the team is using it, which is where most setups fall apart.
Why work with me
I've done the work I'm offering to help with.
I started as a boots-on-the-ground technician working in the field every day and worked my way up through operational leadership roles, so I know what it takes to keep crews, schedules, budgets and vendors on track week after week. Along the way I brought in the scheduling, job-form and documentation software those crews ran on, and I learned which tools crews actually use and which ones they quietly stop opening.
I'm a former CAF infantry officer. I've managed accounts for large national brands at a Toronto marketing agency, and I've managed teams for large automotive brand activations, including the lead capture programs behind them. I've also run my own Canadian online store since 2015, so I've handled buying, pricing, inventory and the books myself. When you work with me, you deal with me directly, not an account manager.
My own store
Civil Safety is a Canadian, veteran-owned online store that I've run end-to-end through my company since 2015. Running it every day is how I know what it takes to keep stock, suppliers, the books and customers in step, and it's where I test the systems I set up for clients before anyone else sees them.
Free checklist
The Field Service Owner's Hours-Back Checklist
It's a one-page check of the places a field service week usually leaks time, from callbacks and scheduling to invoicing and job forms. Work through it in 15 minutes and you'll know where your first few hours are hiding, whether or not you ever call me.
Tell me what's keeping you up at night.
The call takes 30 minutes and costs nothing. Come with the problem, not a plan, and we'll work out together whether I'm the right person to help.