Everything operators ask before booking the diagnostic.

If our Full-Operation Audit (Days 1–30) doesn't identify at least $200,000 in recoverable annual revenue — from margin drift, callbacks, CSR booking gaps, and follow-up failures across your field and back-of-house operations — we refund Phase 1 in full. You keep all audit deliverables regardless.

We refund Phase 1 entirely. You keep the full audit package — the GM variance map by tech and job type, callback root-cause analysis, CSR booking gap analysis, and quantified revenue recovery estimate — at no cost.

Revenue that is currently being lost to measurable, fixable operational gaps: the margin spread between your top and bottom-performing techs on identical job types, the fully-loaded cost of callbacks attributable to job execution failures, revenue lost to CSR booking rate gaps, and unsold estimates that were never followed up. All quantified from your actual FSM and call data — not industry benchmarks applied generically.

The guarantee applies to operators at $20M–$100M revenue with 40–120 techs on a modern FSM (ServiceTitan, Housecall Pro, FieldEdge, Jobber, or Service Fusion). In every engagement we've scoped to date, the audit has identified well above $200K in recoverable revenue — typically $600K–$1.4M for a 50-tech operation.

Monday: full-day ride-along with your top tech — watching job execution, pricing decisions, close technique.

Tuesday: call center observation — scoring live booking attempts, mapping how your best CSR converts vs. average.

Wednesday: sitting with dispatch and pulling 6–12 months of FSM and call data via API. Beginning pattern analysis.

Thursday: ride-along with an average-performing tech — documenting where execution diverges from Monday's ride-along.

Friday: 30-minute initial findings debrief with your ops leader. First patterns identified, preliminary margin gaps quantified.

By end of Week 1, the engineer knows your operation better than most consultants do after a month.

90 days.

Days 1–30: Full-Operation Audit — embed, observe, pull data, map and quantify every revenue leak.
Days 31–60: Build and Deploy — knowledge graph from top performers, margin guardrails, follow-up automation, onboarding systems for new techs and CSRs.
Days 61–90: Measure and Scale — drift detection goes live across both lanes, weekly scorecard against baseline, PE/board-ready reporting.

After kickoff, about 30 minutes per week of your ops leader's time. The engineer embeds with your team and works around your operation — not the other way around. Techs and CSRs keep doing their jobs exactly as they do today. The system works on top of their existing workflow, not alongside it.

At Day 30: GM variance map by tech and job type, callback root-cause analysis by tech and job type, CSR booking rate analysis by rep, follow-up drop-off audit, missed revenue quantification across both lanes, and a conservative EBITDA lift estimate. All quantified from your actual data — not benchmarks.

The drift detection system continues monitoring your operation after the engagement closes. The knowledge graph stays in place. We offer continuation engagements for operators who want ongoing measurement and optimization — typically structured as a monthly monitoring and adjustment layer. Details are scoped individually after the 90-day engagement.

ServiceTitan, Housecall Pro, FieldEdge, Jobber, and Service Fusion. The API connector reads job, invoice, dispatch, pricebook, and membership data without manual exports. Your team doesn't change how they use their FSM.

No. Everything runs on top of your existing FSM. Techs see job context inside their normal job card. CSRs don't get a new login. Dispatch doesn't change their workflow. The system surfaces inside the tools your team already uses — no parallel system, no new interface, no adoption problem.

No. Spaid is an intelligence and standardization layer on top of your existing FSM — not a replacement. Your team keeps using ServiceTitan, HCP, FieldEdge, or Jobber exactly as they do today. We read the data those systems generate, surface the patterns they don't show natively, and deploy standards back into the same workflow. See ServiceTitan + Spaid for a detailed breakdown of what this looks like in practice.

API read access to your FSM (job, invoice, dispatch, pricebook, and membership data) and, where available, your call recording system (CallRail, ServiceTitan Phones Pro, RingCentral, or similar). Full access is only requested after you've reviewed the audit scope and decided to proceed. The 45-minute diagnostic can be run from a recent sample export or partial data access.

API access is typically live within 24–72 hours of kickoff. No IT project. No vendor coordination. The engineer handles the setup directly with your FSM credentials.

For a typical 50-tech operator, measurable within 90 days of deployment:

Field: 3–5 point GM/job improvement, 25–35% callback rate reduction, 40% reduction in quote variance, 50% faster new tech ramp.
Back of house: 10–18 point CSR booking rate improvement, 40–60% reduction in missed/abandoned calls, 2–3× improvement in estimate follow-up rate, 15–20% increase in membership conversion.

All measured against the baseline established in the Phase 1 audit — not industry benchmarks.

Margin drift is the gap between what your top-quartile techs produce (GM per job) and what average performers produce on identical job types. For most $20M–$100M operators, this spread runs 8–14 gross margin points. On a 50-tech operation, it's worth $400K–$875K per year in recoverable annual margin. See the full explainer on margin drift.

Top-quartile operations run below 5% callback rate. Industry average is 8–14%. Your best techs are likely running 2–4%; your worst are running 18–22%. The company average hides the pattern. The meaningful metric is callback rate by tech × job type — which is where the root cause lives. See the callback rate guide for full benchmarks.

Top-quartile CSRs run 80–87% booking rate on answered calls. Industry average is 60–68%. The 15–25 point spread between your best and worst rep is typically worth $200K–$500K/year at a 50-tech operation's call volume. See the CSR booking rate page for full benchmarks and the fix.

Every metric tracked against the baseline established in the Phase 1 audit — not against industry benchmarks. GM per job by tech and job type, callback rate by tech and job type, CSR booking rate by rep, estimate follow-up rate, and new tech ramp time. Weekly drift detection monitors all metrics continuously after deployment. The only score that counts is your operation's numbers vs. your own baseline.

$20M–$100M+ revenue, 40–120 field techs, operating on a modern FSM. The engagement is designed for operators who are past the startup stage — you have real data, real performance variance, and a P&L that makes the math on $200K–$1M+ in recoverable revenue meaningful. Smaller operators may qualify; contact us to discuss.

HVAC, plumbing, electrical, restoration, roofing, garage door, and mixed-trade field service operations. The systems are consistent across verticals. The job-type-specific content — diagnostic paths, pricing standards, callback root causes — is adapted for each trade.

Yes. PE-backed platforms and portfolio company operators are a core segment. The PE-ready reporting layer produces weekly operational scorecards mapped to EBITDA impact, not activity metrics — built for board and LP visibility. See the PE Operations page for the full offering.

No. We work with ServiceTitan, Housecall Pro, FieldEdge, Jobber, and Service Fusion. The engagement is structured the same way regardless of FSM — the API connector is built for each platform. The only requirement is that you're on a modern FSM that has API access and has been running long enough to have 6–12 months of historical job data.

We are accepting 2–3 founding operators at 40% below standard rates. Founding operators are at $20M–$100M revenue, running 40–120 techs, on a modern FSM. Start with the 45-minute diagnostic — we'll look at a sample of your data, show you where the biggest leaks are, and scope the engagement. No commitment required to proceed past that call.