I train your home services crews to do every job your way
Tell me which role you hire most and how many people start next. I turn your job steps, install checklists, dispatch rules and the way you talk to homeowners into short lessons and one-page job aids, in English or Spanish. A senior technician checks each new person on a real job before they work alone.
I turn your job steps and customer rules into short lessons. A senior technician checks each new person on a real job.
Your job checklists, photos of finished work and call scripts, or notes from a ride-along with your lead technician.
You get
Short lessons and a one-page card for the truck, and a ride-along check before anyone goes out alone.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · card for the truck, installers
Arriving at a customer’s homeDraft for your approval
One page in every truck · from your job checklist
Call ahead when you are fifteen minutes out
Shoe covers on, drop cloth down before tools come in
Walk the customer through the job before you start
Photo of the finished work, then the walk-through again
Stop and call dispatch if the job differs from the work order.
Source: Job checklist, version 4EditApprove
Sample result on this page, not a client's work.
Roles I start with
In the field, at dispatch and on the phone
No two companies run jobs the same way, so I check these roles with you first and begin with the one you hire most.
Technician
Your job steps, what to check before leaving and how to explain the work to a homeowner.
Installer
Install checklists, photos for the record and the walkthrough before the crew leaves.
Dispatcher
How jobs are booked and assigned, what to tell a customer who is waiting and when to call a manager.
Customer service rep
Booking calls, the quotes you approved, follow-up after a job and what to do with a complaint.
How I take it on
Home services company training, from your job steps to a ride-along
1
The crew you add next
Technicians, installers or dispatchers, how many, and the service area they cover.
2
How the job is done right
I start with your job checklists, photos of finished work and call scripts, or notes your lead technician records during a ride-along.
3
A card for the truck
Short lessons for the phone and one page that rides in the truck. You approve them.
4
In the customer's home
How your crews greet, protect the floor, explain the work and leave the site, the same on every job.
5
Dispatch and the office
The call script, booking rules and what dispatch tells a customer when a crew runs late.
6
A ride-along check
A senior technician watches a real job and decides who goes out alone.
Example
Six new technicians before the busy season
You said: "We hire six technicians before summer, and every crew installs differently." I start with one install checklist. Example · 1 HVAC company, 2 cities
Apr 6Install steps walked through with your lead technician
Apr 8Lessons, a truck job aid and a quiz drafted
Apr 9You approve. A Spanish version for two crews
Apr 13Assigned to six new technicians
Apr 20Reminders to two who have not started, as agreed (planned, not available today)
Apr 27Ride-alongs: your senior techs decide who works alone
In the languages your crews read
Many people in field crews read Spanish more easily than English. I ask which languages people in each crew read first and draft each version from the same job steps. When a step changes, send me the revision for new drafts and approval; updating every version on its own is planned, not available today.
English
Spanish
Both languages
What stays with you
Trade licenses and certifications stay with their own programs
