Everything you need to know before your strategy call

Most engagements are live within 7 to 14 business days. The first week is spent documenting your call scripts, scheduling rules, escalation paths, and software access. Larger or multi-function engagements may take longer, and we confirm a precise timeline during onboarding.

Onboarding has four stages: a discovery session to map your current workflows, a documentation phase where we build your playbook, a software and access setup phase, and a supervised go-live where your account lead monitors live interactions before full handoff. You have a single point of contact throughout.

No. Our team works inside the tools you already use, including ServiceTitan, Housecall Pro, FieldEdge, McLeod, Samsara, Motive, and most major CRMs and dispatch platforms. We adapt to your stack rather than asking you to adapt to ours.

Expect a few hours of focused time during the first week, mostly in the discovery session and a review of the playbook we draft for you. After go-live, your involvement drops to a short weekly or monthly check-in depending on the engagement.

Yes. After-hours, weekend, and holiday coverage is one of the most common reasons HVAC operators come to us. We capture emergency calls, qualify urgency, book appointments, and escalate true emergencies according to the rules you set, so revenue does not walk to a competitor overnight.

Yes. Agents assigned to HVAC accounts are trained on industry terminology, common system types, seasonal demand patterns, and how to triage a no-heat or no-cool call versus routine maintenance. Your playbook captures the specifics of your service area and offerings.

Yes. With access to your field service platform, our team books appointments into your live calendar, respects technician availability and skill sets, and follows your zoning and capacity rules so your board stays clean.

Yes. We can promote membership plans on inbound calls, schedule recurring maintenance visits, and follow up on lapsed members, all according to the scripts and offers you approve.

Yes. We provide managed dispatch coordination including load assignment support, check calls, driver communication, and exception handling. We work within your TMS and follow your dispatch rules. We function as an extension of your dispatch desk, not a replacement for your authority over the fleet.

Yes. Our recruitment solutions cover sourcing, candidate outreach, screening, qualification against your criteria, and interview scheduling. We keep your pipeline full so empty seats do not idle your trucks.

Yes. Back-office support can include document collection, rate confirmations, proof-of-delivery follow-up, data entry, and other administrative work that pulls your team away from moving freight.

Yes. Dispatch coordination engagements include operational dashboards and reporting so owners and fleet managers can see status, exceptions, and performance without chasing updates.

Every account is led by a dedicated account lead who is accountable for your results, supported by trained agents assigned to your account. You are not routed to a different person every time. Continuity is a core part of how we maintain quality.

Quality is maintained through a documented playbook, call monitoring and scoring, regular coaching, and performance reporting tied to the metrics that matter to you. Your account lead reviews performance with you on a recurring basis.

Our team answers in your company name, uses your scripts, and follows your tone and standards. The goal is a seamless experience that feels like a natural extension of your business.

Coverage is built with redundancy. Because your playbook is documented and shared across your assigned team, another trained agent can step in without a drop in quality or continuity.

You receive performance reporting on a cadence we agree on, plus a direct line to your account lead. Many clients add a short recurring check-in to review trends, adjust scripts, and plan for seasonal demand.

Escalation rules are defined during onboarding. You decide what qualifies as an emergency, who gets contacted, and how fast. Our team follows those rules precisely and documents every escalation.

Reporting is tailored to your goals and typically includes call volume, answer rate, appointments booked, conversion, response times, and other indicators tied to revenue. We focus on metrics you can act on, not vanity numbers.

Absolutely. Your playbook is a living document. As your offers, pricing, or service area change, we update scripts and rules so the experience stays current.

Coverage is flexible and scoped to your needs, from business-hours overflow to evenings, weekends, and around-the-clock support. We design the schedule around your call patterns and the revenue you are trying to protect.

Yes. Seasonal demand is one of the strongest reasons to use a support partner. We scale coverage up for peak heating and cooling seasons or freight surges and scale back when demand cools, so you are not over-staffed in the off-season.

Yes. Many clients start with overflow, where we catch calls your in-house team cannot get to, then expand once they see the captured revenue. You are not required to hand off your entire operation.

Pricing is based on the functions you need, your call or load volume, and your coverage hours. Published ranges start from $1,400 monthly for operational support and scale from there. Your exact figure is confirmed on your strategy call. Please treat all published figures as starting ranges rather than quotes.

There are no long-term lock-in contracts. We earn the relationship month to month by delivering results. Specific terms are confirmed in your agreement.

The core idea is simple: a single recovered job or a single retained customer can offset a meaningful portion of the monthly investment. The calculators on our HVAC and trucking pages let you estimate potential recovery using your own numbers. Those are estimates for planning, not guarantees, and actual results vary by business.

Generic call centers take messages. We are an operational support partner. We book jobs, coordinate dispatch, recruit drivers, and work inside your systems with a dedicated account lead accountable for outcomes. The relationship is built around your revenue, not call minutes.

Whether an onboarding fee applies depends on the complexity and scope of your engagement. This is confirmed transparently during your strategy call before anything begins. We do not surprise clients with hidden costs.

Our solutions are designed for established HVAC and trucking companies, typically those with more than 20 vehicles or trucks and revenue above $1M. Smaller operators are welcome to schedule a call so we can be honest about whether we are the right fit at your stage.

We handle your data under the access controls and confidentiality terms set in your agreement, using only the systems and permissions you grant. Specific data-handling and security practices are reviewed during onboarding so you know exactly how your information is treated.

Yes. Many clients begin with a single function and expand into dispatch, recruiting, or a dedicated growth team as they grow. The model is built to scale up or down with your operation.

That is exactly what the strategy call is for. We map your current bottlenecks, identify where revenue is leaking, and recommend the smallest engagement that solves the biggest problem. There is no obligation.