The Field Kit

Take what you need. Use it this week.

Scripts, spreadsheets, checklists and small tools for service business owners, from things you can copy and paste today to automations you can hand to whoever builds yours. No signup, no email wall.

Non-technical

Read it, copy it, use it. No software changes.

Some setup

A spreadsheet or one setting. About half an hour.

Technical

Needs an automation tool, or someone comfortable in one.

12 items

Tool

The Missed-Lead Calculator

Put a dollar figure on the leads that slip through slow or missed follow-up.

Non-technical2 minutes

Open →

Script pack

The Estimate Rescue Pack

Follow-ups for days 1, 3, 7 and 14, plus three messages for estimates that went quiet.

Non-technical10 minutes

Open →

Tool

The Ready-to-Automate Checklist

Ten questions that tell you whether automation will help yet, or what to fix first.

Non-technical3 minutes

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Script pack

The Reviews Pack

Ask for reviews and referrals, and reply to reviews, including the bad ones.

Non-technical10 minutes

Open →

Script pack

The Customer Email Library

Before, during and after the job, plus care tips and seasonal reminders.

Non-technical20 minutes

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Worksheet

The Software Stack Map

A one-page worksheet that shows where your data gets retyped.

Non-technical20 minutes

Open →

Worksheet

The Owner KPI Cheat Sheet

The numbers worth watching in a business of 2 to 15 people, and how to calculate each.

Non-technical15 minutes

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Worksheet

The Job Documentation Checklist

What to capture before, during and after a job, so nothing is disputed later.

Non-technical10 minutes

Open →

Worksheet

The New-Tech Onboarding Checklist

A first-day to first-month plan for anyone joining your crew.

Non-technical15 minutes

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AI assistant

The Review-Reply Assistant

Paste in a review, get a calm, on-brand reply in your voice.

Non-technical5 minutes

Open →

AI assistant

The Estimate Follow-Up Assistant

Turn a few details about an open estimate into a message worth sending.

Non-technical5 minutes

Open →

AI assistant

The Explain-My-Numbers Assistant

Paste your weekly numbers, get a plain-English read and the right questions to ask.

Non-technical5 minutes

Open →