A Spaid engineer embeds in your operation, pulls 6–12 months of FSM and call data, and uses AI to map every revenue leak before a single thing changes. The money is already in your data.
Revenue leakage isn’t one problem. It’s four or five small failures compounding across every shift, every handoff, every job type. Most operators can name the symptoms. Almost none have seen the dollar amount tied to each one.
Techs complete work that never makes it to the invoice. Deferred items get noted on paper but not in the FSM. Part swaps happen on-site with no record. Across 50 techs, this adds up to $80K–$150K/year in work performed but not billed.
$80K–$150K/year in unbilled work12–22% of inbound calls go unanswered during peak hours. Of those that do get answered, CSR booking rates vary 20–25 points between top and bottom reps. Same phone, same market, same leads — wildly different revenue capture — gaps only visible when FSM and telephony are connected.
$300–$800 per missed call in lost revenue35–50% of unsold estimates never receive a follow-up. Membership renewals slip between shifts. Dispatch handoff gaps and post-service communication failures cost more in lost re-booking than most operators realize until they run the numbers.
$150K–$350K/year in dropped follow-upsMost revenue leakage “solutions” add another report or another tool. The leaks continue because nobody connected the systems to see them in the first place.
You see the result but not the source. By the time margin shows up in the P&L, the money is already gone.
Your FSM shows what was invoiced. It doesn’t show what was skipped, dropped, or never offered.
Volume metrics without conversion context. You can see call count but not where revenue was lost in each conversation.
Address symptoms without root cause. Booking rates improve for two weeks and return to baseline.
Cross-references billed vs. actual scope across 6–12 months — surfaces unbilled work before we’ve changed a single process.
Transcribes and scores inbound calls by rep — surfaces booking rate gaps, missed objection handling, and follow-up drops with dollar amounts attached.
No manual handoff. Every unsold estimate, every membership renewal, every post-service touchpoint — automated from your existing workflow.
Not a monthly report — a daily flag when capture rate drops across field or back of house, before it compounds.
Four tools. One engineer on-site. The first 30 days are diagnostic — no changes, just numbers.
Pulls 6–12 months of job records, invoices, pricebook, and membership data from ServiceTitan, HCP, FieldEdge, or Jobber via API. Cross-references billed scope vs. work performed to surface unbilled patterns by tech, job type, and time of day. No spreadsheet. No manual export.
AI transcribes and scores inbound and outbound calls. Surfaces booking rate by rep, missed close attempts, objection patterns, and follow-up gaps — each tied to a dollar estimate. You see exactly where revenue is lost in every conversation.
Triggers follow-up sequences from FSM job status changes — estimate sent, job complete, membership offered but not closed. No manual handoff required. Sequences run from your existing FSM workflow so office staff don’t need a new tool.
Monitors booking rate, follow-up rate, GM per job, and call answer rate daily across both lanes. Flags variance before it hits the monthly P&L — including where callback cost compounds revenue leakage — gives you a 3–4 week window to address root cause before it becomes a trend.
Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don't identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.
After kickoff, we ask for about 30 minutes a week of your ops leader's time.
We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks, and scope the engagement. Full access happens only if you proceed to the audit.