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Under the hood

Here's exactly what you get.

One data export. Three things come back — a briefing, a strategy call, and ready-to-run plays. Here's what each one actually looks like.

You're not missing information. You're missing an agent that reads it for you.

There's a lot going on every day. Crews out. Phones ringing. Revenue is good. Operations are fine. But the business side — the accounts review, the planning, the marketing material — keeps getting pushed to next week.

Your bookkeeper records transactions. Your accountant files taxes. Neither of them is telling you your callback rate by technician, which job types have the best margin, or why February was soft. That's a different job — and that's what we do.

Outfitter reads your data every month, benchmarks it against 100+ operators in your trade, and hands you a briefing that answers the questions you haven't had time to ask.

"Why was February soft?"Because your callbacks spiked 40% and your close rate on service agreements dropped to 22%. The briefing shows you which tech, which zip code, and what changed.
"Am I priced right?"Your average ticket is $127 below the top quartile in your market. The network benchmark shows where the gap is — and which job types are dragging the number down.
"Who's my best technician?"Not who you think. Close rate tells one story. Revenue per job, callbacks per 100 jobs, and labor cost per invoice tell another. Now you have all four.
"How much money is sitting in open quotes?"Most operators have $40K+ in quotes that never got followed up on. The briefing shows you the total, ranks them by urgency, and gives you the one line to say when you call.

Your numbers compared to 100+ businesses just like yours.

When we flag something in your briefing, we're not guessing. We're showing you exactly where you stand against operators who run the same kind of business you run.

Metric You Network Avg Top 25%
Callback Rate5.0%3.1%1.4%
Tech Booking Rate71%68%84%
Quote Close Rate44%51%69%
Avg Service Ticket$312$298$391
Quote Response Time4.2 days3.0 days1.1 days

Sample benchmark · HVAC Network · 1–8 technicians · n = 104 businesses

What your agent delivers every month.

Every month you get a complete analysis of your operation — not a dashboard you have to interpret, but a written briefing with specific findings and recommendations.

Your numbers, read and contextualized.

The briefing isn't a pile of charts. It's a written analysis that tells you what changed, why it changed, and what to do about it — in plain English.

📊
Revenue & margin breakdown by job type, service area, and technician — with month-over-month trends.
🔍
Callback analysis by tech and job type — who's costing you money and on what kind of work.
📋
Open quote audit — total dollars sitting unfollowed, ranked by urgency, age, and close probability.
⚖️
Network benchmarks on every key metric — so you know if 44% close rate is good or bad for your trade and size.
Sample briefing excerpt
Revenue: $142,300 (↓ 12% vs. Jan). Service revenue held. Install revenue dropped — two large proposals stalled in quoting.
Callback rate: 5.1% overall. Tech #3 at 13.3% on refrigerant work — 3x the network benchmark. Recommend quality checklist.
Open quotes: 8 quotes totaling $59,500. Oldest is 21 days — $7,200 heat exchanger replacement, customer opened estimate email twice.
Pricing gap: Your avg diagnostic fee ($79) is $30–50 below comparable shops. At current volume, closing the gap adds ~$4,200/mo.
The coaching experience

What a strategy call actually looks like.

This isn't generic business coaching. Your strategist has already read your briefing. The call is about decisions, not data review.

A typical 30-minute call
0–5 min
Check-in What happened since last month. Any fires or wins.
5–15 min
Briefing review Your strategist walks you through the 2–3 most important findings. You ask questions, add context.
15–25 min
Roadmap update What's working on the 90-day plan, what needs to shift, what plays to run this month.
25–30 min
Action items You leave with 2–3 specific things to do — not a wish list. Plays are queued and ready.

Someone who already did the homework.

You don't spend the call explaining your business. Your strategist already knows your callback rate, your margin by job type, and which quotes are stale. The conversation starts at "what do we do about it."

90-day engineered roadmap — specific moves, in sequence, built from your data and goals. Updated every call.
Accountability tracking — your strategist follows up on what you committed to. No letting things slide.
Progress measurement — every metric is tracked month over month. You can see the line moving.

How your agent runs a play.

A play isn't a template. It's a finished deliverable built from your data — scripts, lists, campaigns, scorecards — ready to use the moment you hit the button.

Your data in. Finished work out.

Every play pulls from your actual business data — your customers, your numbers, your team. The output is personalized, specific, and ready to deploy.

The Follow-Up Blitz — Pulls every open estimate, ranks by urgency and value, generates personalized follow-up scripts. Run time: ~45 minutes.
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Tech Scorecard — One-page performance card per technician: close rate, callbacks, revenue per job, trend line. Ready for a review conversation.
📣
Google Review Blitz — Generates personalized review requests for recent happy customers. Not generic — references the actual job.
🎯
Seasonal Campaign Builder — Complete marketing push: emails, postcards, social posts. Built for your trade, your market, your slow season.

Browse all 300+ plays in the Playbook →

Example: Follow-Up Blitz output
$59,500
Total value of open quotes found
Quote #1: $7,200 heat exchanger — 21 days open. Customer opened email 2x. Suggested script: "Hi [name], following up on the heat exchanger estimate..."
Quote #2: $4,200 heat pump — 19 days open. No customer activity. Suggested script: "Hi [name], checking in on the heat pump replacement..."
Quote #3: $3,800 ductwork — 14 days open. Customer called office once. Suggested script: "Hi [name], I saw you called about the ductwork..."

One export. Your agent handles the rest.

Outfitter reads the data you already have. No new software to learn. No integrations to configure. Just export and send.

Jobber

Quotes, invoices, job details, client info, scheduling data

Your field software

Jobs, invoices, estimates, customer data, technician assignments — export and send

QuickBooks

P&L, expenses, revenue by category, accounts receivable aging

If you run jobs and manage people,
this was built for you.

Outfitter works with any field service business. If you run it in the field, we can read it.

HVAC
Plumbing
Electrical
Roofing
Remodeling
Home Building
Outdoor Services
General Contractor

See it with your own data.

The pilot is free for 90 days. No credit card, no contract. Send us one export and we'll show you what's in your numbers.

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