Operations playbook
How to run the route, the office, and the books as one system. Six short lessons that follow a job from the first call to the weekly review.
6 modules9 min read
Start the trackResource Center
Help running a service business that actually helps.
Playbooks, podcast episodes, calculators, and field-ready docs from operators who've actually run the route. Built for trades, IT services, and the teams who keep the work going.
Featured
See all articlesArticles for the people doing the work.
Sales4 min read
Quoting work you'll actually win
Why your win rate isn't a sales problem, and the levers that close more of the quotes you're already sending.
Operations4 min read
The audit-ready field report
What customers, insurers, and regulators look for when they ask for proof, and how to capture it without rebuilding the report every visit.
Team4 min read
Hiring techs who stay
Pay isn't the whole story. Interview questions and a first-month plan that separate techs who'll grow with you from techs already looking for the next job.
Servora Academy
Sharpen the work you already do.
Self-paced, written tracks built around the operating problems we hear most. Free to read, no sign-up.
Sales for service teams
Selling for people who would rather be fixing things. Five lessons on finding the real need on site, offering clear options, and following up without being pushy.
5 modules7 min read
Start the track
AI for the trades
A plain-language introduction to AI tools for service businesses. Four lessons on where they help, how to stay in control, and what to ask before trusting a vendor with your data.
4 modules6 min read
Start the trackField service docs
Templates that survive contact with a real job.
Checklists, forms, a margin calculator, and ops docs. Open in your browser, print or save as PDF. Free, no sign-up, no drip campaign.
Checklist
HVAC commissioning checklist
Residential and light-commercial startup checklist. Pre-start checks, startup readings, and the leave-behind for the customer.
Open and printTemplate
Service contract template
Plain-language service agreement outline: scope, pricing, change orders, payment terms, and the clauses most small shops forget.
Open and printCalculator
Profit margin calculator
Per-job margin model. Plug in your loaded labor, parts, and overhead and see your gross margin, net margin, and break-even price.
Open calculatorForm
Customer site survey form
Pre-visit form to send before a quote. Equipment make/model, access notes, photos, point of contact, parking, and gate codes.
Open and printPlaybook
Tech onboarding plan
Thirty-day ramp plan for a new field tech: truck stock, ride-alongs, evaluation gates, and when to clear them for solo routes.
Open and printGuide
Audit-ready evidence bundle
What to capture on every visit so a renewal, an insurance claim, or a regulator never costs you a Sunday.
Open and printFAQ
Questions we get asked a lot.
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