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Trade Systems Group

Solutions

We Become Your Technology Department.

Three connected engagements: executive technology leadership, practical AI and automation, and integration of the platforms your business already runs on.

Revenue leak command center

Built for growing home service companies.

We fix the operational failures that silently drain profit before you ever see them on a P&L.

24%

Missed Calls & Slow Response

of leads go cold

10+

Disconnected Field & Office

avg. tools per company

3x

Slow Estimates & Proposals

slower than top performers

68%

No Follow-Up or Reactivation

of quotes never followed

What We Do

We Become Your Technology Department.

Fractional CTO

Technology leadership without hiring a full-time executive.

  • Technology strategy
  • Quarterly roadmap
  • Leadership meetings
  • Vendor selection
  • Vendor management
  • Technology budgeting
  • Software evaluation
  • Data and reporting strategy
  • Implementation oversight

AI and Automation

Practical AI designed for real home service operations.

  • AI phone answering
  • Missed-call text back
  • Lead follow-up
  • Estimate follow-up
  • Call transcription
  • Call scoring
  • Appointment reminders
  • Review requests
  • Customer reactivation
  • Internal knowledge assistants
  • Technician support tools
  • Office workflow automation

Systems Integration

Connect the platforms your business already depends on.

  • CRM optimization
  • Phone integration
  • Marketing attribution
  • Accounting connections
  • Scheduling workflows
  • Financing workflows
  • Executive dashboards
  • Data cleanup
  • Custom reporting
  • Zapier and API integrations
  • Custom internal tools

Our Process

A Clear Path to a More Profitable Business.

  1. 01

    Assess

    Review the current technology stack, funnel, workflows, reporting, and team pain points.

  2. 02

    Prioritize

    Identify the highest-impact opportunities and build a practical 90-day roadmap.

  3. 03

    Implement

    Configure, integrate, automate, test, document, and train the team.

  4. 04

    Optimize

    Monitor results, improve workflows, review KPIs, and continue rolling out technology improvements.

Not sure which engagement fits?

Start with the assessment. We map your systems first, then recommend only the work that moves profit.

Free · 30 Minutes · No Pitch