Free leak audit
Find the money your shop is leaving behind.
We import your CRM and QuickBooks data and show you where money is slipping, in dollars, with the next step for each one.
What you get
A report with dollar amounts. Not a sales pitch.
Four leaks found in imported data. Each one links to the exact records.
How it works
About 20 minutes of your time.
Connect
Link your current service CRM and QuickBooks, or send a CSV export. It takes a few minutes.
We audit
We import a copy and check it for unpaid invoices, cold estimates, unbilled jobs and lapsed customers.
You get the report
We walk you through it. Every number links to the records behind it.
What we look at
Six places money hides.
Open and overdue balances, oldest first.
Sent, never answered, never followed up.
Completed work with no invoice behind it.
Past customers overdue for a tune-up or service.
Calls nobody called back.
After calls run through Trades OperatorMarketing dollars that never turned into booked work.
After your ad accounts connectCall and ad data does not exist in a CRM export. Those two show up once your phones and ad accounts run through Trades Operator.
What it costs
Free. You keep the report either way.
No card. No contract. You do not have to switch to Trades Operator to get the audit or keep it.
Questions
Before you connect.
Is my data safe?
We import a copy of your data to run the audit. You can disconnect any time and the stored access key is deleted. Details on the security page.
Do I have to switch to Trades Operator?
No. The audit is free and the report is yours whether you switch or not.
How long does it take?
About 20 minutes of your time: connect, then a walk-through of the report. We do the work in between.
Which systems work?
QuickBooks Online, Housecall Pro, Thryv, or a CSV export from your current system. Not sure? Email support@tradesoperator.com.