Field Service Business Classes — Business Growth Series, $25/Seat

Built for IT, AV, low-voltage, smart hands, and general field techs. First you set the business up correctly, then you put systems in place for customers and daily operations, then you protect your money with solid documentation, and finally you turn on the marketing engine that keeps the calendar full.

Every class includes a platform module — the Field Nation, WorkMarket, and Field Force nuances that directly drive income: profiles buyers actually filter for, response-speed economics, ratings math, counter-offer strategy, and how to get paid without holds.

$25

Single class

$125

Full series (all 5)

$99

Early bird series — ask us

Perks

Free Business Review, $100 off Direct Tech onboarding & $50 off any CRM package for graduates

Recordings & workbook available as add-ons.

The five classes

Class 1

Build It Right: Setting Up Your Field Service Business

Stop operating as a hobby.

$25

✓Choose the right structure — sole prop, LLC, or S-corp
✓Registration, EIN, licenses and permits
✓The insurance platforms and buyers actually require
✓Business banking and clean money separation
✓A simple, professional brand

Platform module: compliant provider profiles from day one.

Best for new owners launching, and established owners who skipped steps. Walk away with a 30-day setup checklist.

Reserve your seat — $25

Class 2

CRM Setup: Turn Contacts Into Repeat Customers

Every missed follow-up is money left on the table.

$25

✓What a CRM does and why it's the backbone of a growing service business
✓Choosing one that fits field service
✓Contacts, pipelines, and job stages that match how you work
✓Automated follow-ups, reminders, and review requests
✓Turning history into repeat revenue

Platform module: why marketplace techs need a CRM even more than local trades.

Best for owners drowning in scattered notes. Walk away with a CRM structure you can build the same day.

Reserve your seat — $25

Class 3

Platform Management: Run Daily Operations Like a Pro

Scheduling chaos kills profit.

$25

✓Scheduling and dispatching that maximize jobs per day
✓Job status from booked to complete, in real time
✓Mobile workflows — details, checklists, photos, signatures
✓Connecting your tools so nothing is double-entered
✓Dashboards that reveal bottlenecks

Platform module: running Field Nation and WorkMarket like a professional operation without double-booking.

Best for owners running 2+ jobs a day who feel like the schedule runs them.

Reserve your seat — $25

Class 4

Documentation That Protects Your Profit

Get paid faster and stay out of disputes.

$25

✓Estimates that win work and protect margins
✓Work orders, scopes, and contracts that prevent scope creep
✓Photos, checklists, and signoffs that cover you
✓Invoices that get paid fast
✓Organized, audit-ready records

Platform module: closeout packages that get approved the first time.

Best for owners who've been burned by disputes, slow payers, or messy records. Template pack included.

Reserve your seat — $25

Class 5

Get Found, Get Booked: Marketing & Lead Generation

Turn on a steady stream of jobs.

$25

✓Google Business Profile and local search
✓A review-generation system
✓A referral program that turns customers into a sales force
✓A simple website and social presence that converts
✓Fast lead response and source tracking

Platform module: diversifying income across marketplaces, direct clients, and Field Force connections — plus an open look at how the Direct Tech Program works.

Best for owners ready for predictable lead flow instead of feast-or-famine. 30-day marketing plan included.

Reserve your seat — $25

Five classes. One real business.

The five classes

Build It Right: Setting Up Your Field Service Business

CRM Setup: Turn Contacts Into Repeat Customers

Platform Management: Run Daily Operations Like a Pro

Documentation That Protects Your Profit

Get Found, Get Booked: Marketing & Lead Generation

Schedule