STRATA inside Licensed Trade Contractors
STRATA inside licensed trade contractors. The five things costing you that cost owner-operators recoverable revenue every month.
Tools we work with: ServiceTitan, Housecall Pro, Jobber, JobNimbus, AccuLynx
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Missed inbound calls after hours and during dispatch peaks
The homeowner calls at 5:48 p.m. on a Friday. The office phone is at capacity, the answering service charges per minute and converts at 11 percent, and the next caller goes to voicemail. By Monday the job is booked elsewhere. The leakage is measurable in the call log against the booking log.
- 02
Estimate follow-up that was on the plan and never executed
The estimate was written Tuesday. The 48-hour follow-up was on the plan. By Friday the estimator is on three new estimates and the original one is cold. Industry conversion on properly sequenced estimate follow-up sits multiples above unsequenced; the recovery is calculable from your historical conversion data.
- 03
Lost estimates from incomplete or non-standard intake
Two of seven inbound web requests do not collect address, scope, or photo. The estimator chases the customer for missing detail and the lead aging window closes. Document Processing closes the intake gap without changing the customer-facing experience.
- 04
Dormant customer database with no reactivation sequence
Twelve to thirty-six months of past-job customers sit in the CRM with no scheduled outreach. Maintenance contracts, repeat-job recovery, and referral asks are all on the strategic plan and inconsistent in execution.
- 05
Internal reporting compiled by hand at week end
Production by crew, conversion by lead source, average ticket by job type. The owner pulls it Sunday night from the field-management software and the office spreadsheet. Internal Reporting eliminates this without ripping the field-management system out.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your licensed trade contractors operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
ServiceTitan, Housecall Pro, Jobber, JobNimbus, and AccuLynx are supported right now. If your platform is not on this list, ask on the audit call; we may already have integration patterns in flight.
Layer 1 is operationally meaningful at four trucks if your monthly inbound is above one hundred calls. Layer 2 and beyond is sized against an eight-truck minimum. The audit math says yes or no against your specific numbers.
No. The integration sits between the inbound channels and your existing field-management system. Staff continues to work where they do today.
First reactivation sequence configures in week one and starts firing in week two. Visible booking lift typically inside the first thirty days for shops with a thousand or more past customers.
A customer export from your field-management system (sanitized of PII if you prefer), a recent month of call-log data, and an estimate conversion sample. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Licensed Trade Contractors
Your recoverable revenue is a specific number.
We calculate it from your licensed trade contractors data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.