Trades Smart sets up and cleans up the field software trade companies already pay for, like ServiceTitan, Housecall Pro and Jobber, and coaches the office and field team to use it properly, so the numbers coming out of it can be trusted and nobody works around it.
Most shops use a fraction of what they pay for
The software usually isn't the problem. It was set up in a rush, years ago, by someone who has since left. Job types don't match the work, campaigns aren't tracked, memberships are half configured, and the office keeps a spreadsheet on the side because nobody trusts the reports. Every report and automation built on top inherits that mess.
What's included
- Setup and cleanup: job types, business units, campaigns and call tracking, tags, memberships and recurring services, forms and checklists, user roles and permissions.
- Workflows that match how you work: booking, dispatch, estimates, invoicing and follow-up set up so the right thing is the easy thing.
- Coaching for the office and field: CSRs, dispatchers, managers and techs shown how to use the software for their part of the job, on your own jobs, not a generic class.
- New features and changes: when the software adds something worth using, or your process changes, we set it up and show your team.
- Moving to a new CRM, if you're switching, with the setup done right from day one.
How it fits
CRM setup and coaching is a monthly add-on to the Trades Smart membership. Clean setup is what makes the reporting and automations trustworthy, so it's often the first add-on worth choosing. Cancel with 30 days' notice.
Common questions
Do you work with ServiceTitan, Housecall Pro and Jobber?
Yes. We set up and coach on the field software you already run, and help with the move if you are switching.
Our CRM is a mess. Do we need to start over?
Almost never. Most of the value comes from cleaning up job types, campaigns and memberships and training the team, without migrating anything.
Is this the same as the reporting?
No, but they work together. Reporting shows you the numbers. CRM setup makes sure the numbers going in are right, and coaching makes sure your team keeps them right.
Find out what's leaking.
A free consultation on a call, no pitch. We talk through your booking rate, what's sitting unsold in your CRM and whether your pricebook is helping or hurting, and I'll tell you whether there's anything worth doing.