Service Automation Audit
$947flat fee · 2 weeks
- Half-day shadow, 1 location
- System audit, 2 to 5 tools
- 3 prioritized Quick Wins
- ROI math on every win
- 60-min walkthrough call
Audit. Calculate. Deploy.
Fixed price. Fixed date. Math in writing.
Three tiers of friction audit, scaled to the size of your operation. Quick Win implementations on the other side, priced by scope. No hourly creep. No "discovery" disguised as billing. The math is on the page in writing before we touch a keyboard.
Friction audits
Pick the audit that fits the operation.
All three audits end the same way: a Quick Win roadmap with calculated ROI, delivered as a PDF and a walkthrough. The tier just sizes the shadow to the size of your shop.
Most picked
Standard · most shopsOperations Audit
$1,697flat fee · 2 weeks
- Full-day shadow, up to 3 sites
- System audit, 5 to 12 tools
- 5 prioritized Quick Wins
- Field-to-office workflow map
- 90-min team walkthrough
- 30-day implementation roadmap
Enterprise Audit
$2,497flat fee · 3 weeks
- Two-day shadow, 4+ sites
- System audit, 12+ tools
- 7 to 10 Quick Wins
- API & integration architecture
- Compliance & security review
- Half-day executive workshop
Implementations
What we build after the audit.
Implementation engagements are scoped from the audit, priced by deliverable, and shipped in two-to-six week windows. Every line of code is yours to keep.
CRM & API integrations
Wire your CRM, accounting, dispatch, and intake systems together. Stop the swivel-chair data entry between ServiceTitan, QuickBooks, Salesforce, HubSpot, and whatever else is on the stack.
From $4,500 · 2-3 weeks
Process automation
Document assembly, intake-to-engagement, charge entry, invoice processing, scheduling. The hourly tasks your people shouldn't be doing by hand.
From $6,500 · 3-4 weeks
Field IoT & monitoring
Predictive alerts on customer equipment, plant-floor OEE dashboards, condition monitoring on rotating equipment. PLC and SCADA where it makes sense.
From $12,000 · 4-6 weeks
AI agents & copilots
Claude-backed assistants that draft, classify, route, and follow up. Wrapped in your data, your tone, your guardrails. Not a chatbot bolted onto a webpage.
From $8,500 · 3-5 weeks
Monitoring & support
Once an automation is in production, somebody needs to watch it. Monthly retainer covers monitoring, occasional tweaks, and a quarterly ROI re-check against the audit numbers.
$1,200/mo · quarterly opt-out
AI Agent Build Intensive
Want to build it yourself? Four-hour Saturday at COMPASS Raleigh. Twelve seats. You bring a laptop and a workflow, you leave with an agent you built.
$399 · Saturday cohort
Methodology
How an engagement actually runs.
No mystery, no "discovery phase" disguised as billing. Four steps. Most clients are in production inside eight weeks.
Step 01
Audit the workflow.
Half-day or full-day shadow. We walk the field-to-office path and time the manual handoffs. We log every system, every export, every spreadsheet, every "I just know how this one works."
- Field shadow, in person
- Tool inventory and access map
- Manual handoff timing log
Step 02
Calculate the ROI.
Hours saved times frequency, weighed against integration risk and ongoing maintenance. Anything under 3:1 we won't build. We tell you the math, and we put it on the page in writing.
- 3:1 ROI floor, stated in writing
- Risk score per Quick Win
- Maintenance burden estimated up front
Step 03
Deploy the Quick Wins.
Quick Wins first. Fixed price, fixed date, with the ROI tracked against the audit numbers. You see a working slice every week. We don't disappear into the basement for two months.
- Weekly demo cadence
- Production deploy in 2-6 weeks
- Code review, your team or ours
Step 04
Compound the wins.
Each new automation stacks on the last. ROI grows quarter over quarter, with you owning every line. Optional monthly monitoring keeps it healthy.
- Quarterly ROI re-check vs audit
- Stacked automations, not one-offs
- Optional monitoring retainer
Further reading
The math behind the audit, spelled out.
Three pieces that explain how Quick Wins get prioritized, plus the framework Jon uses to decide what to automate and what to leave alone.
Ready to start
The audit is the only commitment.
Book the rapid audit at $947. If we don't surface 3:1 ROI on a Quick Win, you keep the PDF and we shake hands. Most clients book the implementation off the audit walkthrough.