Free playbooks for home service operators.
Download actionable playbooks on missed-call recovery, AI dispatch, invoice collection, review management, membership plans, and multi-location operations. Built from real operator data across 85,000+ service locations.
Owner-Operators
Recover revenue and fill your schedule without adding headcount.
Growing Businesses
Double ticket size, build membership plans, and capture more reviews.
Multi-Location & Franchise
Benchmark locations, automate royalties, and deploy AI across every unit.
Revenue Playbooks
Missed Calls Into Booked Jobs
The AI Phone Recovery Playbook for franchise operators — turn every missed call into a booked job with Kate AI's 47-second recovery SLA.
How to Collect Unpaid Invoices
The contractor's guide to recovering unpaid invoices with automated text-to-pay reminders, escalation sequences, and frictionless payment collection.
Operations Playbooks
The AI Dispatch Guide
How to replace manual dispatch with AI-driven technician assignment — skill matching, route optimization, priority SLAs, and real-time load balancing.
The Multi-Location Playbook
The operator's guide to managing multiple service locations — benchmarking, standardized AI agents, network intelligence, and royalty automation.
Growth Playbooks
Double Your Ticket Size
The playbook for increasing average ticket value with Good/Better/Best quoting, membership upsells, and AI-driven estimate follow-up.
Fill Your Schedule
How to keep your technicians fully booked with automated lead capture, 47-second response SLAs, and AI qualification that converts inquiries into jobs.
The Maintenance Plan Playbook
How to build a recurring revenue engine with membership maintenance plans — from pricing and packaging to automated scheduling and billing.
Customer Playbooks
From Complaint to 5-Star
How to intercept negative feedback privately, resolve complaints fast, and turn unhappy customers into 5-star reviews with Grace AI.
The Google Reviews Guide
A step-by-step guide to capturing more Google reviews on every completed job, improving local SEO, and turning your reputation into a booking engine.
Stop Losing Customers
The retention playbook — how to identify churn risk, automate follow-up after every job, and turn one-time customers into lifetime relationships.
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