1. Baseline
We document how leads arrive, who prepares estimates, where prices come from, and when follow-up stops.
For owner-operated home-service shops
Recover the quotes your shop is losing.
We find the gaps between a new lead, an approved estimate, and customer follow-up. Then we install an owner-controlled workflow that uses your price book and records the result.
Quote Leakage Audit
$500
Baseline, process map, leakage report, and setup recommendation.
30-day setup
$2,500
Audit credited. Quote, approval, follow-up, and measurement configured.
Thirty-day implementation
A working quote recovery system
2. Install
We configure your price book, quote review, customer link, follow-up stages, and missed-call response where the provider setup permits it.
3. Measure
You review response time, pending estimates, customer decisions, win rate, won revenue, and loss reasons in one owner view.
Clear scope
The sprint improves the leads and estimates you already have. It does not provide advertising, dispatch, invoicing, payments, job costing, construction takeoff, or a replacement for a full field-service platform.
A good fit
- You send at least 20 estimates in a typical month.
- The owner still reviews pricing or follows up on stalled work.
- Your team can share recent quote timing and outcomes.
Questions from shop owners
Does the audit include implementation?
The $500 audit maps your current process, baseline, and leakage points. If you proceed, we credit that fee toward the $2,500 setup.
Do I have to replace my field-service software?
No. TradesOS focuses on owner-controlled estimating, follow-up, missed-call response, reviews, and SOPs. It does not replace scheduling, dispatch, invoicing, payments, or full field-service management.
Does AI set my prices?
No. The quote copilot proposes line items. TradesOS resolves prices from your approved price book, and you approve every customer-facing estimate.
What happens after setup?
You can continue on the existing $199 or $349 monthly TradesOS plan. We confirm the right plan during the audit.
Quote Leakage Audit
Tell us how your shop quotes today
We will confirm fit by email before requesting payment or data access.