Trade Operations Assessment
Field Margin Ops helps HVAC and plumbing companies find the profit leaks in their operation and put systems in place that recover them — using software and AI where it makes sense, and just better process where it doesn't.
The Problem
Most shops aren't losing money to bad technicians or bad customers. They're losing it to process gaps that compound daily — and that nobody has time to fix because everyone is too busy running calls.
Every missed call is a job that went to a competitor. Most shops have no reliable system to capture and recover that lost opportunity.
Unsold estimates rarely close themselves. Without a consistent follow-up process, quotes expire and revenue walks out the door quietly.
Most shops are paying for powerful field service software and using a fraction of what it can do. The unused features are often the ones that would fix the problems above.
Recurring revenue through Service Agreements is one of the highest-margin opportunities in the trades. Most shops leave a significant portion of that on the table every year.
"The report doesn't tell you what to buy. It tells you where the money is going — and which problems are actually worth fixing first."
Most consulting engagements end with a list of recommendations and a bill. The Trade Operations Assessment ends with a prioritized, financially modeled roadmap — and a guarantee that the opportunity identified is at least 10× what you paid. If it isn't, you get a full refund. You keep the report.
The Offer
A structured diagnostic. One discovery call, one report, one walkthrough. Delivered in seven days.
PHASE 01
A structured conversation covering every corner of the operation — revenue, workflow, sales process, software, and where the business is headed. The owner talks. Notes are taken on what's said and what isn't.
PHASE 02
A written assessment delivered within 72 hours. Every finding is backed by what was said and what the data shows — with a clear picture of where margin is leaking and what it's worth to fix it.
PHASE 03
A dedicated call to walk through every finding. The client leaves with a clear set of priorities and a practical path forward. Follow-up support is included to make sure nothing gets lost after the call.
The report either finds the money or it's free. If the assessment doesn't identify at least 10 times its cost in recoverable profit opportunity, Field Margin Ops refunds the full fee within 7 days. No questions asked. The report stays either way.
Most engagements uncover $50,000–$200,000 or more in opportunity. The guarantee exists for one reason: if the work doesn't deliver real value, the client shouldn't pay for it.
Who It's For
Residential and light commercial service businesses. Both trades, or either. Not general contractors or new-construction-only shops.
Below $2M, the margin recovery opportunity typically doesn't justify the engagement. For shops doing $2M and above, there's almost always meaningful money to find.
You make the decisions. You're in the business, not watching it from a distance. You'll feel the problems we're talking about personally.
Using Housecall Pro, ServiceTitan, FieldEdge, or Service Fusion — or actively evaluating one. Not looking to build software from scratch.
A real business, built by an owner who's hands-on. Something isn't working the way it should, and outside eyes that actually understand trades operations can make the difference.
The sharper the data, the sharper the report. You'll sign a confidentiality agreement. You control what you share. We work with whatever you provide.
Sub-$1M revenue shops, companies in active litigation, owners who want a lead generation agency, or anyone looking for software development. Field Margin Ops will refer to someone better suited if it's not a match.
About
Kris has spent almost 2 decades inside HVAC distribution and manufacturing, specifically working with contractors, service managers, and owners across sales, operations, and B2B relationships throughout the Southeast.
He's seen what separates shops that hit 12–15% net from shops stuck at 5–7%. It's rarely a personnel problem or a market problem. It's almost always a systems and process problem that nobody has had the time or outside perspective to address.
Field Margin Ops exists to close that gap. Trades-specific. Practically focused. Built to give you a report you actually act on — not a slide deck that collects dust.
Get Started
The discovery call is 60 minutes. The report comes back in 72 hours. If the opportunity isn't there, you don't pay for it.