Why Contractors Struggle With Technology
Wrong Platform
You signed up for a CRM because a sales rep made it look easy. Now you are paying $300 a month for features you never use while the features you actually need are missing or buried.
Bad Implementation
The CRM was set up incorrectly from day one. Fields do not match your workflow, automations never got built, and your team gave up after the first week. Now it is an expensive contact list nobody trusts.
No Automation
Your office manager is still manually sending follow-up emails, copying data between systems, and updating spreadsheets — tasks that should have been automated months ago.
What We Help With
CRM Audit & Optimization
We evaluate your current CRM setup, identify what is working, what is broken, and what is missing — then give you a prioritized action plan.
Starting at $149CRM Setup & Implementation
Full CRM configuration from scratch — custom fields, pipelines, integrations, and automations built around your actual workflow.
Starting at $499Data Migration & Cleanup
Move your contacts, jobs, and history from spreadsheets or old systems into your new CRM — deduplicated, validated, and organized.
Starting at $249AI Workflow Automation
Automate follow-ups, lead routing, appointment reminders, review requests, and internal notifications so nothing falls through the cracks.
Starting at $199Team Training & Adoption
Live training sessions for your office staff and techs so they actually use the system. Recorded sessions included for future hires.
Starting at $99Ongoing Optimization
Monthly check-ins, workflow adjustments, new automation builds, and performance reporting to keep your systems running at peak efficiency.
$49/monthPlatforms We Implement
ServiceTitan
Enterprise-grade field service management for contractors with 10+ technicians. Advanced dispatching, pricebook management, and reporting.
Jobber
Intuitive CRM with strong quoting, invoicing, and scheduling for growing teams of 3 to 15 technicians.
Housecall Pro
Simple, affordable field service software with built-in marketing tools for shops with 1 to 10 technicians.
We also implement and optimize HubSpot, Salesforce, and Zoho for contractors who need general-purpose CRM capabilities.
Our Consulting Process
Discover
We audit your existing systems, interview your team, map your current workflows, and identify gaps — where leads are falling through, where time is being wasted, and where automation can have the biggest impact.
Implement
We configure your CRM, migrate your data, build your automations, and integrate your tools. Every setting is tailored to your actual workflow — not a generic template.
Optimize
We train your team, monitor adoption, gather feedback, and iterate. Systems get refined based on real usage data — not assumptions — so they keep improving after launch.
What You Get
Every consulting engagement produces tangible artifacts you keep — not a verbal handoff and a hope. We document the system as we build it so your team can operate, maintain, and evolve it long after the engagement ends. No vendor lock-in. No "you need us to keep this running" trap. Your CRM, your data, your workflows.
- Written audit report with prioritized recommendations — what is working, what is broken, and the order to fix it in.
- CRM configuration documentation covering pipelines, custom fields, automations, and integrations — your team's reference manual.
- Data migration validation report with deduplicated records, field-mapping audit, and pre- vs post-migration row counts.
- Workflow automation documentation — every Zap, sequence, and trigger built, tested, and labelled so anyone can edit them later.
- Training session recordings — onboard future hires without paying for re-training. Searchable, indexed, yours forever.
- Real-time dashboard access showing calls answered, leads captured, conversion rates, and revenue attribution — the numbers, not the spin.
- Quarterly optimization report for retainer clients — what changed, what improved, what to attack next quarter.
Initial engagements typically deliver the first six artifacts within 4–6 weeks. Retainer clients receive ongoing dashboard updates and a fresh optimization report every quarter. Everything is delivered in formats your team can edit — PDFs, Google Docs, Loom recordings, Notion pages — never locked behind a proprietary portal.
Is CRM Consulting Right for You?
Scaling Contractor
You have outgrown spreadsheets and sticky notes. Jobs are getting missed, follow-ups are inconsistent, and you need a real system before you hire your next technician. This is exactly where Easy Cleaning Service was before we implemented Jobber and migrated 400+ past clients into a real CRM — see their case study on our homepage. Get started →
Frustrated Implementer
You already have a CRM but barely use it. It was set up wrong, your team hates it, and you are considering switching platforms when the real problem is implementation. Get an audit →
Multi-System Operator
You are juggling multiple disconnected tools — one for scheduling, one for invoicing, one for email, one for reviews. Data lives in five places and none of them talk to each other. Automate your workflows →
AI & CRM Consulting — Pay for What You Need
One-time project pricing. No retainer required. Satisfaction guarantee.
CRM Audit & Optimization
Full evaluation of your current CRM setup with a prioritized action plan. Includes workflow analysis, gap identification, and written recommendations.
One-timeCRM Setup & Implementation
Complete CRM configuration — custom fields, pipelines, integrations, and automations built around your workflow. Includes onboarding support.
One-timeData Migration & Cleanup
Migrate contacts, jobs, and history from spreadsheets or legacy systems. Includes deduplication, field mapping, validation, and post-migration audit. Up to 5K records $249; 5–25K records $499.
One-timeAI Workflow Automation
Up to 5 automated workflows — follow-ups, lead routing, appointment reminders, review requests, and internal notifications. Additional workflows $99 each.
One-time (5 workflows, $99/additional)Team Training & Adoption
Live 2-hour training session for up to 5 participants. Covers daily workflows, reporting, and best practices. Recorded sessions included for future hires.
One-time (2hrs, 5 participants)Ongoing Optimization
Monthly check-ins, workflow adjustments, new automation builds, and quarterly performance reports. Cancel anytime.
Monthly retainerEvery project-based service includes a satisfaction guarantee.
Frequently Asked Questions
What consulting services does TradeWorks AI offer?
We offer six consulting services ranging from $49 to $499: CRM Audit & Optimization ($149), CRM Setup & Implementation ($499), Data Migration & Cleanup ($249), AI Workflow Automation ($199), Team Training & Adoption ($99), and Ongoing Optimization ($49/month). All project-based services include a satisfaction guarantee.
Which CRM is best for HVAC and plumbing contractors?
It depends on your team size and complexity. ServiceTitan is best for operations with 10+ technicians that need advanced dispatching, pricebook management, and reporting. Jobber is ideal for teams of 3–15 that want an intuitive platform with strong quoting and invoicing. Housecall Pro works well for 1–10 technician shops that need a simple, affordable solution with built-in marketing tools. Our free technology audit determines the best fit for your specific business.
Can you migrate my existing data to a new CRM?
Yes. Our Data Migration & Cleanup service starts at $249 for up to 5,000 records or $499 for 5,000–25,000 records. We handle deduplication, field mapping, data validation, and a post-migration audit to ensure nothing is lost or corrupted.
How long does a CRM implementation take?
A CRM audit typically takes 2–4 weeks. A full implementation — including setup, data migration, automation, and training — takes 6–12 weeks depending on the complexity of your systems and the number of integrations required.
How much does CRM consulting cost?
Individual services range from $149 to $499. Core services are CRM Setup & Implementation ($499), AI Workflow Automation ($199), and Team Training & Adoption ($99). Ongoing optimization is available for $49/month. All project-based services include a satisfaction guarantee. View full pricing →
Will my team actually use the CRM after implementation?
Training is included with every implementation. We configure the system to match your actual workflow so your team is not fighting the software. Training sessions are recorded so you can onboard future hires without paying for additional training.
Do you only work with ServiceTitan, Jobber, and Housecall Pro?
No. We also implement and optimize HubSpot, Salesforce, Zoho, and virtually any platform a contractor uses. ServiceTitan, Jobber, and Housecall Pro are the most common in the trades, but we work with whatever system fits your business best.
Your CRM Should Work for You, Not Against You
Starting at $149 for a full CRM audit, we help contractors stop wasting money on software they barely use and start running systems that capture every lead and book every job. Every project-based engagement includes a satisfaction guarantee.
Project-based from $149. Satisfaction guarantee. No contracts.