Skip to main content
STRATABook Audit
LocalRoadmap

Trades

STRATA for electrical contractors. The five operating gaps that cost shops recoverable revenue every month.

Platforms at v1: ServiceTitan, Housecall Pro, Jobber, FieldEdge

The operating gaps

Named in operator language. One paragraph each.

  1. 01

    Permit intake bottlenecks at residential and commercial projects

    Each municipality has a different permit process. Office staff assembles by hand. Document Processing pre-stages the templates.

  2. 02

    Post-job review velocity against local-pack competitors

    Asking every served customer at the right moment in the visit is operational, not marketing. Follow-Up Automation installs the ask.

  3. 03

    Dormant customer reactivation for service-panel upgrades and EV-charger installs

    Past customers are the highest-conversion upgrade audience as EV adoption and panel-upgrade demand grows.

  4. 04

    Inbound call response

    After-hours emergency calls (power loss, breaker failure) route to the on-call tech or roll to voicemail. Speed-to-Lead routing standardizes.

  5. 05

    Reporting on closing ratio and average ticket by job type

    Production by job type (panel, EV, generator, service repair), average ticket, and tech utilization stitch from the field-management system and the accounting system.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for electrical contractors is a fifteen-minute working session against a field-management export and a recent month of call and estimate data. We calculate recoverable revenue across after-hours capture, review velocity, and dormant-customer reactivation. The retainer is sized against the figure. Honest no on the call.

  1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
  2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. 03A reference conversation with an operator in your vertical or an adjacent one.
  4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in electrical and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Electrical

Layered in the order that produces the visible ROI event first.

  1. Layer 1

    Speed-to-Lead

    After-hours and emergency-call capture is the highest-value lift.

  2. Layer 1

    Revenue Recovery

    Dormant-customer reactivation for high-value upgrades.

  3. Layer 2

    Document Processing

    Permit intake and inspection paperwork creates depth.

  4. Layer 3

    Follow-Up Automation

    Estimate cadence, review asks, and maintenance sequences install on top.

  5. Layer 3

    Internal Reporting

    Production by job type, average ticket, and tech utilization in one view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.

  • ServiceTitan, Housecall Pro, Jobber, and FieldEdge. Ask on the audit call about other platforms.

How the engagement is governed

Three structural promises. All on the record.

The Pause Clause

If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.

The Honest No

If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.

STRATA for Electrical

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your electrical data in fifteen minutes.

The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.