We build your CRM, job trackers, and processes the way field service actually works — then you run it, or your coordinator does.
Learned what a CRM should do (maybe in our Class 2)? We'll build it: HubSpot portal, a pipeline that mirrors a real job (lead → quoted → scheduled → in progress → complete → paid), your contacts imported and cleaned, quotes and invoices templated, follow-up sequences that chase money while you sleep, and a capture workflow that turns every marketplace buyer into a future direct relationship.
| Complete $500 |
Automation Pro $997 |
|
|---|---|---|
| Best for | New & growing operations | Subs, repeat clients, multiple channels |
| Field-service pipeline & mobile setup | Yes | Yes |
| Contact import & cleanup | Up to 1,000 | Unlimited (reasonable) |
| Quote & invoice templates | Yes | Yes |
| Follow-up sequences | 3 | 6+ |
| Platform-capture workflow | Yes | Yes |
| Automations & custom dashboards | — | Yes |
| AI integration | Available — priced by scope | Available — priced by scope |
| Training included | 2 hours | 3 hours + recorded walkthrough |
| Delivered in | 5 business days | 10 business days |
Discounts: class graduates $50 off any package · Direct Tech members: Complete $400, Automation Pro $897. CRM builds are scoped and invoiced after a discovery call.
One source of truth for jobs and money.
$300
Field-service SOPs, written for your operation.
$400
Wire your CRM into an AI operations layer — see AI systems.
Additional — priced by scope
We keep the trackers current for you.
$150/month
Cleanup, tuning, monthly review call.
$99/month
Every package includes training on the five daily habits, and the $99/month admin retainer keeps it healthy.
Every CRM client gets VA Services setup fees waived — and your coordinator starts on a system we built: zero ramp time.
Get your CRM built.
Book a 30-minute discovery call