$997 Flat Fee

Find Out Exactly Where Your HVAC or Plumbing Business Is Losing Jobs

Before you spend more on ads, software, or automation — find out where your current leads are falling through the cracks.

The Booked Jobs Assessment reviews the full journey from inquiry to booked job, identifies the top 3 revenue leaks, and delivers a prioritized 30-day action plan.

Take the Free Lead Loss Check

Is This For You?

If any of these sound familiar, the Booked Jobs Assessment was built for your business:

You miss calls during busy periods or after hours

Leads wait more than 5 minutes for a response

Estimates go out but follow-up is inconsistent

Your dispatcher is overwhelmed and multitasking

You know jobs are slipping through the cracks

Your after-hours setup sends callers to voicemail

What Problems Does It Identify?

The assessment examines every stage of the journey from first inquiry to booked job:

Inbound call handling during business hours

Missed call recovery process

After-hours inquiry handling

Web lead capture and response

Estimate follow-up timing and consistency

Scheduling and appointment communication

Booking friction and drop-off points

Dispatcher and office staff workload

Customer communication gaps

What You Receive

Customer-journey review from inquiry to booked job
Review of inbound calls, missed calls, after-hours inquiries, and web leads
Review of estimate follow-up, scheduling communication, and booking friction
Top 3 revenue leaks identified
Likely business impact estimate (where sufficient data is available)
Prioritized 30-day action plan
Relevant workflow and tool recommendations (only when they fit)
Decision call: hire us to build, or receive a clear handoff

What It Does Not Include

Not a full workflow build or ongoing management.
Not a complicated technology installation.
Not a disguised pitch for a bigger engagement.
Not an assumption that AI is the answer to every problem.
Not a recommendation based on our profit instead of your fit.

78%

of voicemail callers call a competitor

BIA/Kelsey

35%

of calls missed during peak season

ServiceTitan Industry Data

60%

of estimates never followed up

Industry Benchmarks

Three Steps to More Booked Jobs

Free Lead Loss Check

A brief 15-minute call. We determine whether there is likely a lead-to-booking issue worth investigating.

Booked Jobs Assessment

A thorough review of the inquiry-to-booked-job journey. You receive the top 3 revenue leaks and a prioritized 30-day action plan. $997 flat.

Build & Optimize

Implement the highest-priority workflows. Ongoing monitoring keeps them running and improving.

The Booked Jobs Assessment Guarantee

I guarantee I will identify the biggest gaps where your business is losing calls, leads, follow-up opportunities, or booking efficiency — and deliver a clear, prioritized action plan. If I cannot do that, I will refund the assessment fee.

Frequently Asked Questions

You receive a decision call where you can either hire Rough Work Automations to build the recommended workflows, or receive a clear handoff so your team or vendor can implement the plan. There is no obligation to proceed.

No. The Booked Jobs Assessment is a standalone service. After the assessment, you choose: we build it, or you get a clear handoff. No pressure either way.

The assessment is typically completed within one week from kickoff to delivery of the final action plan and decision call.

No. The free Lead Loss Check is a brief 15-minute call to determine whether there is likely a lead-to-booking issue worth investigating. It is not a pitch.

If the assessment cannot identify meaningful gaps where your business is losing calls, leads, or booking efficiency, the assessment fee will be refunded. That is the Booked Jobs Assessment Guarantee.

Homeowner using a tablet to control a smart home climate system in a warmly lit living room

Ready to Find Where Jobs Are Falling Through the Cracks?

Take the free Lead Loss Check. No sales call required.

Take the Free Lead Loss Check