Skip to main content
STRATAAI Operations Integration
Tier 1Roadmap

Trades

STRATA for licensed trade contractors. The five operating gaps that cost owner-operators recoverable revenue every month.

Platforms at v1: ServiceTitan, Housecall Pro, Jobber, JobNimbus, AccuLynx

The operating gaps

Named in operator language. One paragraph each.

  1. 01

    Missed inbound calls after hours and during dispatch peaks

    The homeowner calls at 5:48 p.m. on a Friday. The office phone is at capacity, the answering service charges per minute and converts at 11 percent, and the next caller goes to voicemail. By Monday the job is booked elsewhere. The leakage is measurable in the call log against the booking log.

  2. 02

    Estimate follow-up that was on the plan and never executed

    The estimate was written Tuesday. The 48-hour follow-up was on the plan. By Friday the estimator is on three new estimates and the original one is cold. Industry conversion on properly sequenced estimate follow-up sits multiples above unsequenced; the recovery is calculable from your historical conversion data.

  3. 03

    Lost estimates from incomplete or non-standard intake

    Two of seven inbound web requests do not collect address, scope, or photo. The estimator chases the customer for missing detail and the lead aging window closes. Document Processing closes the intake gap without changing the customer-facing experience.

  4. 04

    Dormant customer database with no reactivation sequence

    Twelve to thirty-six months of past-job customers sit in the CRM with no scheduled outreach. Maintenance contracts, repeat-job recovery, and referral asks are all on the strategic plan and inconsistent in execution.

  5. 05

    Internal reporting compiled by hand at week end

    Production by crew, conversion by lead source, average ticket by job type. The owner pulls it Sunday night from the field-management software and the office spreadsheet. Internal Reporting eliminates this without ripping the field-management system out.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for licensed trade 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 after-hours capture, estimate follow-up conversion, and dormant-customer reactivation. The retainer is sized against the figure. If it does not justify, STRATA says so on the call.

  1. A specific dollar figure of recoverable revenue, calculated against your own data.
  2. A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. A reference conversation with an operator in your vertical or an adjacent one.
  4. A 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 licensed trade contractors and run them against the same diagnostic; the engagement timeline is set during the call.

Book a Revenue Audit

Stack recommendation for Licensed Trade Contractors

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

  1. Layer 1

    Speed-to-Lead

    After-hours capture plus inbound web-request response time produces the visible booking lift inside the first thirty days.

  2. Layer 1

    Revenue Recovery

    The dormant past-job book is recoverable revenue with no new lead spend.

  3. Layer 2

    Document Processing

    Estimate paperwork, permit applications, and warranty intake is where field staff loses hours.

  4. Layer 3

    Follow-Up Automation

    Estimate follow-up, post-job review sequences, and seasonal maintenance offers install on top of existing CRM.

  5. Layer 3

    Internal Reporting

    Production, conversion, and average-ticket reporting unified in one weekly 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.

What field-management platforms does STRATA integrate with at v1?+
ServiceTitan, Housecall Pro, Jobber, JobNimbus, and AccuLynx are supported at v1. If your platform is not on this list, ask on the audit call; we may already have integration patterns in flight.
Does this work for a 4-truck operation or do we need 10+?+
Layer 1 is operationally meaningful at four trucks if your monthly inbound is above one hundred calls. Layer 2 and beyond is sized against an eight-truck minimum. The audit math says yes or no against your specific numbers.
Will my office staff need to learn a new system?+
No. The integration sits between the inbound channels and your existing field-management system. Staff continues to work where they do today.
How fast does Revenue Recovery produce visible bookings?+
First reactivation sequence configures in week one and starts firing in week two. Visible booking lift typically inside the first thirty days for shops with a thousand or more past customers.
What does the prospect bring to the audit call?+
A customer export from your field-management system (sanitized of PII if you prefer), 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 Honest No

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

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.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.

STRATA for Licensed Trade Contractors

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your licensed trade contractors data in fifteen minutes.

Book a Revenue Audit

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