Field notes
Out in the field
Most of what goes wrong in the office started in the truck, and most of it is fixable. These posts cover what techs need before the stop, at the stop, and after it, so jobs close clean and stay closed.
Every post on this
Keeping customers in the loopThe last hour before a garage door installation
Follow a shifting garage door schedule from late service call to ready homeowner, and see which updates prevent confusion before arrival.
Sep 16, 2026 · 9 min read
Dispatch and the boardThe first 30 minutes after a commercial sewer camera call hits the board
Follow a plumbing team through the first 30 minutes after a priority commercial camera call disrupts a busy residential service board.
Sep 16, 2026 · 8 min read
Dispatch and the boardBoosting Technician Productivity with Smarter Scheduling
Your schedule might look full, but is the day actually built to flow? Smart scheduling automation closes the gaps that silently drain technician productivity.
Jan 22, 2026 · 4 min read
Tools for this
Free calculators and handouts, plus the products we built for this part of the business.
Free calculatorWhat callbacks cost you
The labor, parts and paying work you lose every time a crew goes back to fix a job.
Open the calculator
Printable handoutA new tech's first week
Day-by-day checklist for onboarding a technician, plus what to have ready before day one.
Open the handout
For the Service TechnicianService BriefA daily route page with full context.5 min back · 15¢ per job
For the Service TechnicianService CoachA diagnostic guide that recommends the fix.10 min back · 30¢ per equipment
For the Service ManagerField CloseA review board that pre-sorts the field day.4 min back · 13¢ per job
For the Office ManagerJob SealAudits every closed job and flags what is missing.12 min back · 12¢ per job
Rather talk it through?
Book a 30-minute call and we’ll walk through your phones, your board, or your numbers with you, live.
More topics
“Why does the phone ring all day and still miss the calls that matter?”
The phones
5 postsOpen“Where's my tech?”
Keeping customers in the loop
11 postsOpen“What happens to the rest of the day when one job runs long?”
Dispatch and the board
13 postsOpen“Why did they go with the other guy?”
Winning and keeping customers
3 postsOpen“Where did the margin go?”
Money and the numbers
10 postsOpen“How do you find good techs, and keep them?”
Your people
4 postsOpen“What is all this AI stuff, and should I care?”
AI, explained
13 postsOpen“Where is the industry headed, and where does my shop fit?”
The trades business
11 postsOpen