Answer
Calls and an after-hours plan
We map how every call gets answered, logged and booked, including nights and weekends.
- Call routing rules
- One place for calls, web forms and texts
- Simple call scripts for whoever answers the phone
Home services · Virtual, nationwide
Your crews are busy. Is your office keeping up?
The first cold snap exposes every gap between the phone, the truck and the invoice. Upfront Consulting with Tiff & Reco LLC is a new virtual firm that helps you close them.
- Fixed prices
- Straight answers
- No surprise invoices
Sound familiar?
Where service companies lose calls, jobs and cash
HVAC, plumbing, electrical, roofing, remodeling, landscaping or pest control: if a few of these hit home, it doesn't mean you run a bad shop. It means the work grew faster than the system behind it.
- The phone rings after hours, goes to voicemail, and by morning they've called someone else.
- Estimates go out, and nobody follows up until the customer has hired another company.
- Dispatch lives in one person's head, a whiteboard and a long string of texts.
- The job is done, but the paperwork rides in the truck for days. Then the invoice sits unpaid and nobody chases it.
- Maintenance agreements run out because nobody called to renew them.
- Your best tech knows every customer's equipment by heart, and none of it is written down.
Each of these is a broken handoff: phone to schedule, truck to office, invoice to bank. Fixing handoffs is what we do.
What we do
We fix the handoffs from first ring to paid invoice
Take one piece or all of it. We work with the phones, field-service software and accounting tools you already have whenever we can.
Follow up
Estimates and dispatch
We set clear rules for following up on open estimates and for how a call becomes a job on a tech's schedule.
- Estimate follow-up reminders
- Dispatch and scheduling rules
- A clean handoff from sale to install
Get paid
Job closeout, billing and collections
We build a short closeout checklist your techs can finish on site, and simple steps that help the office bill sooner.
- Closeout checklists for techs
- Same-day invoicing steps
- A reminder schedule for unpaid invoices
Document
What your best tech knows, written down
We turn know-how from a few heads into checklists new hires can learn from. The technical steps come from your own licensed techs. We organize them and write them down.
- Job checklists by service type
- Onboarding for techs, office staff and dispatchers
- Written procedures for the office
Keep customers
Maintenance agreements and repeat work
Maintenance agreements are meant to bring customers back each season, but only if someone renews them. We set up the list, the reminders and the follow-up.
- A list of who's due, and when
- Renewal reminders and call scripts
- Seasonal tune-up campaigns
- Review requests and your Google Business Profile
How we start
Start with a free call. Know every price up front.
Every paid engagement gets a written scope and a fixed price before work begins. You keep the Checkup roadmap whether or not you hire us for more.
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Free · 20 minutes · video or phone
Discovery Call
Tell us where calls, estimates or invoices get stuck. We'll ask a few questions, then tell you plainly if we can help.
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$750 · fixed price
Operations Checkup
A 2-hour working session, by video or on-site at your shop. On-site travel is billed at cost, with your approval first. We follow your work from the first ring to the paid invoice. You get a written report of gaps and quick wins and a prioritized 90-day roadmap. The fee is credited toward any project booked within 30 days.
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From $3,500 · fixed-price projects
Build & Integrate
We set up the systems, write the checklists and train your office and techs, on a scope you approve first.
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From $2,000/month · optional
Fractional Operations Partner
Ongoing operations help through every busy season, without a full-time salary.
Questions
Questions from service company owners
- Do we have to switch to new software?
- Usually not. We don't sell software, and we work with the field-service, phone and accounting tools you already use whenever we can. If something truly doesn't fit, we'll tell you and you decide.
- We're in the middle of busy season. Is this a bad time?
- Busy season is when the gaps are easiest to see. The first call is only 20 minutes, and we'll do our best to find a time that fits around your crews.
- You're a new firm. Why should we trust you?
- We're a new firm, and we'll always tell you that up front. Tiffany built phone systems and call center dialers, and built and ran call centers and accounts receivable teams. Reco is a former yacht captain, responsible for the safety of everyone on board and the guest experience. We don't promise results. We promise a fixed price, a written scope and a roadmap you keep.
- Do you work with companies anywhere in the U.S.?
- Yes. We're a virtual company, and we work by video with home service companies nationwide. When a visit helps, we come to you. Travel is billed at cost, with your approval first.
Get started
Let's find where your handoffs break
Book a free 20-minute discovery call. You'll leave with at least one fix you can make this week, whether or not you hire us.
- Book a call
- Send us a note below or email us to pick a time
- Call or text
- (321) 222-0112
- Follow us
- Where we work
- Virtual, by video · on-site anywhere when needed
- Serving
- Businesses nationwide
Send us a note
Tell us a little about your business. Reco or Tiffany will get back to you to set up your free 20-minute call.