Oxford, Ohio · Butler County & Greater Cincinnati
You bought the software. Now somebody has to set it up.
Buying field service software is the easy part. Then you are looking at a blank system that needs your price book, your service areas, your job types, your customer history and your crew, and the trial clock is running while you are still on a roof.
This is probably you if
- You bought the software and never finished setting it up
- Half the crew is still on paper
- Customer history is stuck in spreadsheets or the old system
- The vendor quoted thousands for implementation
- Your price book is not in there properly, so quoting is still manual
Why most rollouts stall
Nobody has the time. Setup lands on the owner or the office manager, on top of the job they already have, and it gets done in evenings until it stops getting done at all. Six months later half the crew is still on paper and you are paying for both.
The vendors know this, which is why implementation is a paid service. ServiceTitan quotes five to fifty thousand dollars depending on your size, and Jobber runs two to five with a thirty to ninety day rollout. Those numbers are real, and they are what it costs when someone does it properly.
What I do instead
The same work, from Oxford, for a business your size. Your price book loaded and structured so quoting is fast. Customer and job history migrated out of whatever you are on now, spreadsheets included. Job types, service areas, tags and workflows set up to match how you actually dispatch.
Then training that is not a webinar: sitting with your office staff and your techs until they can run a normal day without calling you.
Jobber, Housecall Pro or ServiceTitan
If you have not chosen yet, I will tell you honestly which one fits. Housecall Pro suits small teams that want to be running this week. Jobber fits growing shops that need real quoting and client communication. ServiceTitan is built for larger operations and is genuinely too much system for most Butler County shops, whatever the salesperson says.
If you have already bought one, that is fine. I work with what you have rather than restarting the decision.
Then the part they do not do
Once the system is running properly, the automation around it becomes possible: after-hours booking that writes straight into your schedule, quote follow-up that chases itself, and job paperwork that files itself. That is where the hours actually come back.
Questions people actually ask
- How much does setup cost with you?
- Less than the vendor's implementation fee, and I will give you a real number after a short call about your size and what you are migrating from. No retainer to talk.
- Can you move our data from the old system?
- Usually yes. Customers, job history, price books and open work, out of another platform, QuickBooks, or a pile of spreadsheets.
- Will you train our office staff and techs?
- That is the part that decides whether a rollout sticks. I sit with the people who use it daily until a normal day runs without me.
Worth a conversation?
Fifteen or twenty minutes about how your business actually runs. No deck, no discovery fee. If I do not think there is anything here worth building, I will tell you that.
Book a callWorking with businesses in Oxford, Hamilton, Fairfield, West Chester, Liberty Township, Middletown, Monroe, Trenton, Mason and Cincinnati.
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