Trades
STRATA for plumbing 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.
- 01
After-hours emergency-call capture
Burst-pipe calls at 2 a.m. either route to the on-call tech or roll to voicemail. The variance costs emergency jobs to whoever picks up. Speed-to-Lead routing standardizes the path.
- 02
Estimate follow-up on repipe and water-heater bids
High-ticket bids ($3K and up) close at multiples of the rate when followed up inside 48 hours. The follow-up is on the plan and inconsistently executed.
- 03
Dormant customer reactivation against the CRM
Past customers from twelve to thirty-six months ago sit in the CRM. Maintenance, water-quality upgrades, and seasonal services are recoverable against the dormant book.
- 04
Permit and inspection paperwork across municipalities
Each job in a different municipality has a different permit packet. Office staff assembles by hand. Document Processing pre-stages the templates.
- 05
Review velocity against visible local competitors
Reviews drive local-pack ranking. Asking every served customer at the right moment in the visit is operational, not marketing.
The Revenue Audit
Know your specific number before you commit to anything.
The Revenue Audit for plumbing contractors is a fifteen-minute working session against a field-management export and a recent month of call-log data. We calculate recoverable revenue across emergency-call capture, estimate follow-up conversion, and dormant-customer reactivation. The retainer is sized against the figure. Honest no on the call.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A vertical-specific gap diagnosis named in operator language, not marketing language.
- 03A reference conversation with an operator in your vertical or an adjacent one.
- 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 plumbing and run them against the same diagnostic; the engagement timeline is set during the call.
Stack recommendation for Plumbing
Layered in the order that produces the visible ROI event first.
Layer 1
Speed-to-Lead
Emergency-call capture is the highest-value lift in this trade.
Layer 1
Revenue Recovery
Dormant past-customer reactivation against the book.
Layer 2
Document Processing
Permit, inspection, and warranty paperwork creates depth.
Layer 3
Follow-Up Automation
Estimate follow-up, review asks, and seasonal maintenance sequences.
Layer 3
Internal Reporting
Conversion by call type, average ticket by tech, and review velocity 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.
Layer 1 is meaningful at four trucks with monthly inbound above one hundred calls.
No. The integration sits between the inbound channels and your existing field-management system.
First reactivation sequence configures in week one and fires in week two; visible booking lift inside thirty days.
A customer-database export, a recent month of call-log data, and an estimate conversion sample. Fifteen minutes is enough.
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 Plumbing
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your plumbing data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.