Free operations resources

Calculators, checklists, and workflows for home-service owners

Use practical tools to measure office workload, inspect a handoff, compare support options, and document the work that should stop routing back to you.

Owner calculators

Put a number on the office work

Calculator

Owner-time cost calculator

Estimate the monthly value of time spent personally handling calls, scheduling, and follow-up.

Calculate owner-time cost →
Calculator

Missed-call revenue calculator

Model the value of missed opportunities using your calls, booking rate, close rate, and average job value.

Calculate missed-call impact →
Worksheet

Virtual assistant cost comparison

Compare monthly cost and included scope across dedicated support and other staffing options.

Open the comparison worksheet →
Scorecard

Answering-service vendor checklist

Use 20 questions to test what happens after a provider answers the phone.

Open the vendor scorecard →

See the model in practice

A plumbing owner handed off the daily operating board

Read how one assistant took ownership of scheduling, customer communication, recruiting coordination, review replies, and recurring project tracking.

Read the plumbing case study