For service businesses still run from a phone and a spreadsheet

Stop running your service business from a spreadsheet.

Traction makes it simple to get more money, more time, and more freedom — through automation that actually fits how trade shops work. Not another app to figure out. A real operating system for the business.

Plumbing · Electrical · HVAC · GC · Landscaping · Masonry · more

Why this matters now

Spreadsheets. Text threads. Dabbling in AI. Still stuck.

The craft is solid. The business is held together with sticky notes and late-night replies. You’ve tried new tools — maybe even AI — and still feel left behind. Traction is the bridge: we turn that chaos into a simple operating system, then automate what should never have been on your plate.

How most shops still run

Phone on the hip. Estimates in a draft folder. Jobs tracked in a sheet. Spouse on invoices at 10pm. You’re the scheduler, the estimator, the dispatcher, and the bill collector. Busy — and trapped in the admin.

What Traction does

We map how your business actually works, clean up the broken steps, and build automation that answers, books, follows up, and tracks — so modern tech earns its keep. More money. More time. More freedom.

How it works

Simple path. Real automation.

We don’t pile tools on a mess. We make the process clear, then automate it — so you get results without becoming a tech project manager.

1

Tell us how you run today

Short intake + a 45-minute conversation. We find where money, time, and freedom are leaking — calls, estimates, scheduling, follow-up, paperwork.

2

Get a clear plan

A plain-English assessment: what’s broken, what to automate first, and the math on money and hours. No jargon. No 40-tool shopping list.

3

We build it with you

Concierge sessions put the system live — front office, follow-up, handoffs — automation that works while you’re on the job.

Who it’s for

Service businesses ready to stop winging the office.

Built for owners in plumbing, electrical, HVAC, general contracting, landscaping, masonry, and related trades — especially shops that are busy, past “just me and a truck,” and done running the company from a spreadsheet.

Plumbing Electrical HVAC General contracting Remodel Landscaping Masonry Roofing Auto repair Other trades

Simple offers

Start with a clear map. Automate what pays.

Assessment fee is credited toward your first month if you continue.

Ongoing

Concierge

$1–2k / mo

  • Two working sessions monthly
  • Async support between calls
  • Automation built and tightened
  • Front office + ops that run without you
After the assessment

Scale

Managed systems

$2–5k / mo

  • Deeper automation once the process is clean
  • Always-on follow-up and handoffs
  • Fully managed for growing shops
When you’re ready

Guarantee: If we can’t identify at least 5 hours per week in realistic time-saving opportunity, you get a 100% refund on the assessment.

Get started

Tell us how the business runs today

Takes about 10–15 minutes. This is the first step off the spreadsheet — complete it before the discovery call so we hit the ground running. Confidential.

Your business

Basics so we know the shape of the shop

Where your time goes

Estimate hours you personally spend per week

Activity
Hrs / wk
Answering calls / inquiries
Writing estimates / proposals
Scheduling jobs / dispatching
Managing subs
Invoicing and collections
Compliance paperwork
Client updates / change orders
Marketing / getting leads
Bookkeeping / accounting

How the shop runs

No wrong answers — tell it like it is

How do customers find you? What happens when they call/text? How fast do you respond? How do you follow up on dead estimates?

How do you schedule jobs, dispatch crew, handle same-day changes? What tools?

Invoicing, payroll, sub payments, bookkeeping — QuickBooks, paper, something else?

Insurance certs, permits, lien waivers, W-9s, safety docs

Updates, change orders, disputes

Current tools

Check everything you use today

Your team

Who helps run the business side?

What you want

Most important section — be honest