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Trade Systems Group

Results

Real Systems. Measurable Impact.

We report on the operational metrics owners can verify inside their own systems. Placeholder engagements below are replaced with approved client detail as it becomes available.

Real Systems. Measurable Impact.

Impact That Shows Up in Your Numbers.

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Faster Lead Response

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Higher Booking Rate

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Higher Show Rate

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Improved Close Rate

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Fewer Admin Hours

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Lower Software Waste

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More Accurate Reporting

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More Revenue From Existing Leads

Results vary based on business size, current systems, lead volume, team adoption, and implementation scope. Metrics shown are editable examples, not guaranteed outcomes.

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Before & After Dashboards

Space for side-by-side reporting screenshots once client approval is in place.

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Video Testimonials

Slot for owner-recorded testimonials and founder quotes from completed engagements.

Dispatch team working at scheduling screens in a home service officeAutomated workflow screenshots

Case Studies

From Operational Chaos to a Business That Runs on Systems.

The engagements below are editable placeholders that show the shape of our work. No real client names or verified results are published without written approval.

HVAC Company

90 days

$4M–$6M annual revenue

The problem

Missed calls after hours, no attribution on paid campaigns, and a CRM the office worked around instead of inside.

Systems implemented

  • Missed-call text back
  • Call tracking and attribution
  • CRM pipeline rebuild
  • Owner KPI dashboard

Business result

Placeholder result: faster lead response and clearer visibility into which marketing sources produced booked revenue.

Placeholder testimonial. Replace with a real client quote once approved for publication.

Owner, HVAC Company (placeholder)

Plumbing Company

60 days

$1M–$3M annual revenue

The problem

Estimates were sent late and never followed up, and unsold work was never revisited.

Systems implemented

  • Estimate follow-up automation
  • Unsold estimate reactivation
  • Financing presentation workflow
  • Sales stage reporting

Business result

Placeholder result: more consistent estimate follow-up and a repeatable process for revisiting unsold work.

Placeholder testimonial. Replace with a real client quote once approved.

Owner, Plumbing Company (placeholder)

Remodeling Company

120 days

$8M–$12M annual revenue

The problem

Four disconnected platforms, duplicate data entry in the office, and no single source of truth for leadership.

Systems implemented

  • API and Zapier integrations
  • Accounting connection
  • Data cleanup
  • Executive dashboard

Business result

Placeholder result: less duplicate entry for office staff and one leadership view of performance.

Placeholder testimonial. Replace with a real client quote once approved.

Owner, Remodeling Company (placeholder)

Client Feedback

What Owners Say After the Systems Are In.

Illustrative feedback from home service operators. Company names and quotes are editable placeholders until client testimonials are approved for publication.

  • Ridgeline Mechanical logo
  • Copperline Plumbing logo
  • Vantage Electric logo
  • Northgate Roofing logo
  • Baseline Home Services logo
  • Harborworks Remodeling logo
Ridgeline Mechanical logo

HVAC · Denver, CO

We thought we needed more leads. What we actually had was a phone problem after 5pm. Missed-call text back and a rebuilt CRM pipeline changed how much of our existing demand we actually captured.

Dave Kessler

Owner, Ridgeline Mechanical

Copperline Plumbing logo

Plumbing · Tampa, FL

Estimates used to sit for a week and then get forgotten. Now follow-up runs on its own and nobody in the office has to remember anything. That alone paid for the engagement.

Maria Alcantar

General Manager, Copperline Plumbing

Vantage Electric logo

Electrical · Columbus, OH

For the first time I can see which marketing sources produce sold jobs instead of just phone calls. We moved budget accordingly and stopped guessing.

Rob Deneen

Owner, Vantage Electric

Northgate Roofing logo

Roofing · Charlotte, NC

This wasn't a software pitch. He'd run a service business, so the recommendations matched how our crews actually work. We kept our CRM and finally used it properly.

Trent Whitlow

President, Northgate Roofing

Baseline Home Services logo

Multi-Trade · Phoenix, AZ

Four platforms, none of them talking. The integration work took the double entry out of the office and gave my managers one place to look every morning.

Angela Pruitt

Director of Operations, Baseline Home Services

Harborworks Remodeling logo

Remodeling · Portland, OR

I get one daily summary now — leads, booked jobs, sold revenue, collections. I stopped living inside the CRM and got back to running the company.

Nate Bergstrom

Founder, Harborworks Remodeling

Want numbers like these from your own stack?

The assessment establishes your baseline metrics first, so improvement is measured rather than claimed.

Free · 30 Minutes · No Pitch