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Customer stories

Three shops, three very different days

A four-truck plumber, a nine-tech HVAC fleet and a two-person electrical outfit don't have the same problems — so here's what each one actually changed, with the numbers they track themselves.

Studio portrait of Dale Brubaker, owner of Brubaker Plumbing & Drain, in a white shirt and glasses

Brubaker Plumbing & Drain

Dale Brubaker, Owner

  • Plumbing
  • Dayton, OH
  • 4 techs + Dale
  • Plan: Crew
“Tuesday night was invoice night for eleven years. A stack of carbons on the kitchen table, a beer, three hours. Now the invoice is sent before my guy backs out of the driveway.”

Brubaker Plumbing ran on paper carbons in van dashboards and a spiral binder by the office phone. Invoices went out in a Tuesday-night batch — when Dale wasn't too tired — and then waited on checks. Average time to get paid: 23 days.

The switch took a week: FieldOps imported the customer list from Dale's spreadsheet, and his price book from the laminated sheet in each van. Techs now close a job on their phone, the invoice auto-fills from the job's line items, and repeat customers keep a card on file.

The office night didn't just shrink — it mostly disappeared. What's left is 90 minutes of review on Monday morning: unpaid invoices (the app has already nudged them twice, politely), unsold estimates, and the week's board.

A plumber leans into a kitchen cabinet, tightening the P-trap under the sink with pliers
A Brubaker tech finishing a P-trap repair — the invoice went out before the van left.
average time from invoice to money in the bank
23 → 4 days
invoices — previously a weekly Tuesday-night batch
Same-day
weekly office time, now Monday mornings only
9 hrs → 90 min
Studio portrait of Marcus Osei, owner of Osei Heating & Air, smiling in a navy blazer

Osei Heating & Air

Marcus Osei, Owner

  • HVAC
  • Charlotte, NC
  • 9 techs, 2 office staff
  • Plan: Pro (started on Crew)
“The whiteboard worked at four trucks. At six it was a daily argument, and the person who lost was whoever answered the phone. The board ended the arguments — everyone can see why the schedule is what it is.”

Osei Heating & Air grew from four trucks to nine in three summers, and the office whiteboard didn't survive the trip. Double-bookings peaked in June: two techs sent to the same address twice in one week, while a no-cool call sat unanswered on voicemail.

Marcus started on Crew — his own advice: "don't buy Pro until the problems Pro solves actually hurt." At six techs they did. Route optimization now sequences 40-plus jobs every morning, cutting roughly 40 minutes of windshield time per tech per day in Charlotte traffic.

The sleeper feature was missed-call text-back. Summer no-cool season means the office phone rings past capacity; every missed call now gets an instant text with a booking link. Marcus counts about six extra booked jobs a month he used to lose to whoever answered first.

A row of air-conditioning condenser units mounted along a building's rooftop wall under a clear sky
Rooftop units on Osei's commercial maintenance route — scheduled automatically each quarter.
less drive time per tech, per day, from route optimization
~40 min
booked from missed-call text-back during peak season
6 jobs/mo
upgraded at 6 techs — when job costing started to matter
Crew → Pro
Studio portrait of Grace Yoon, owner of Yoon Electric, arms crossed in a bright blue blazer

Yoon Electric

Grace Yoon, Owner & master electrician

  • Electrical
  • Tacoma, WA
  • Grace + 1 apprentice
  • Plan: Crew
“I used to quote one number and defend it. Now I quote three options and the customer picks the middle or the top one more often than you'd believe. Same work, same honesty — better ticket.”

Yoon Electric is deliberately small: Grace, one apprentice, one van, and a reputation that keeps the calendar full. Her problem was never demand — it was the unpaid hours around the work. Quotes written at the kitchen table after dinner. No-shows that burned half a morning.

Option quotes changed the economics. A panel upgrade now goes out as good-better-best — code-minimum, the sensible middle, and the whole-home surge-and-capacity version. Her average ticket is up 18% since switching, with zero change in how she sells.

Reminder texts did the rest: confirmations at booking, a nudge the day before, an on-my-way text with her photo. No-shows went from about three a week to nearly none. Grace is on Crew and plans to stay there: "Pro is for fleets. There are two of us and a very good dog."

An electrician's hands hold a multimeter against a panel of breakers and color-coded wiring
Panel diagnostics at a Tacoma remodel — quoted with three options before Grace left the site.
average ticket since switching to good-better-best quotes
+18%
no-shows after automatic reminder and on-my-way texts
3/wk → ~0
her all-in cost on Crew — 'Pro is for fleets, not for two of us'
$98/mo
A lawn-care operator rides a zero-turn mower across a wide suburban lawn on a sunny day

Beyond the big three

If it runs trucks and books jobs, it fits

We build for plumbing, HVAC and electrical first — but lawn care, garage doors, appliance repair, locksmiths and 20-odd other trades run on the same bones: a schedule, a crew, a quote, an invoice. If that's your day, the demo will feel familiar fast.

Book a demo for your trade

Want numbers like these?

Start where Dale, Marcus and Grace did — the calculator, then a 25-minute demo with your real week.

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