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Free stack audit

See what your software is really doing for the business

Most service businesses pay for more software than they use, and the office fills the gaps by retyping. Tell us what you run and we’ll show you what’s connected, what’s duplicated, and what you can cancel.

Request my stack auditFindings in two business days · No pitch attached
What you get
01A one-page map of every tool you pay for
02Where the same customer gets typed twice
03Which features you pay for but haven’t set up
04What you could cancel or consolidate this month
The common problem

When systems don’t talk, the office becomes the integration

Every place a person copies a customer from one tool to another is a place for a mistake to start.

What we usually find

The CRM, dispatch board, accounting and phones each keep their own copy of the customer, and the office keeps them roughly in sync by hand.

What we recommend

Each system owns one job and they all read the same record, so a booked job creates the invoice and the payment updates the CRM on its own.

CRM
DISPATCH
ACCOUNTING
PHONES
MARKETING
THE OFFICE
RETYPED
RETYPED
COPIED BY HAND, BETWEEN EVERY SYSTEM
What we check

Four checks, done by hand

Every tool and login

We list what you pay for, who uses it, and what it’s supposed to do.

Double entry

We trace a job from first call to paid invoice and mark every place someone retypes it.

Unused features

We note the modules and settings you already pay for that nobody has configured.

What to cut

We flag overlapping tools and subscriptions that could go.

How it works

Three steps, no sales call

01 · List what you run

Tell us the tools you use. Rough is fine: “ServiceTitan, QuickBooks, a spreadsheet for estimates.”

02 · We map it

We draw how a job and its money actually move through those tools.

03 · You get the map

A one-page picture of the stack with the gaps and the quick wins marked.

Free stack audit

Find out what your software is really doing

List what you run. We'll show you what's connected, what's being typed twice, and what you can cancel this month.How this check works →
Takes us two business days. No pitch attached. * Required.
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Questions

Straight answers

Do you need logins?

No. We start from what you tell us. If you want a deeper look later, we’ll ask for read-only access.