You run the company.
I run the software.

The day-in, day-out ownership of your platform that most companies assign to nobody — and pay for in silent misconfiguration. Your tenant stays current, correct, and governed as the software evolves underneath it.

• Tenant governance, feature enablement, and release management as new versions ship
• Least-privilege roles and permissions designed per seat — CSR, dispatch, tech, accounting, management
• Workflow automation: alerts, follow-ups, and approval flows that shrink manual office work

Live, human support for the people who actually run on the platform — dispatchers working the board, CSRs booking calls, techs in the field on mobile. Questions get answered, problems get fixed, and adoption stops being the weak link.

• A direct support channel for dispatchers, CSRs, and field technicians — troubleshooting, how-do-I questions, error resolution
• Mobile app support: forms, required items, photo/signature workflows, sync and offline behavior
• Role-based training for new hires and refreshers when features change — with quick-reference guides written for each seat

Acquisition support from a consultant who has led twelve platform migrations and supported nine-plus acquisitions. Tuck-in or full tenant takeover, the integration is planned, executed, and stabilized — without losing your schedule board for a single day.

• Pre-close platform due diligence: the target's system, data quality, pricebook state, and integration exposure
• Tuck-in migrations: customers, locations, equipment, memberships, and job history mapped into your tenant
• Thirty-day post-close hypercare — daily monitoring, staff support, and rapid correction of migration artifacts

The hundreds of interlocking settings that decide how your platform behaves — the layer where small, unowned changes quietly break booking flows, payroll, and reporting. Every setting gets an owner, a standard, and a review cycle.

• Notification rules configured and tested: booking confirmations, dispatch notifications, arrival tracking, internal alerts
• Payroll and timesheet configuration: pay rules, commission and spiff structures, timesheet codes matched to your actual comp plans
• Change management: proposed changes documented, tested, and rolled out with staff notice — no more mystery changes

Every third-party system connected to your platform — payments, phones, accounting, marketing, Marketplace apps. Integrations are where data leaks and duplicates breed; they get watched constantly and fixed fast when a vendor breaks something at 2 a.m.

• Accounting sync (QuickBooks, Intacct, or equivalent): configuration, batch export discipline, GL mapping, error-queue resolution
• Payments and phones: processor and surcharging setup, call routing, recording, and phone-to-booking attribution
• Marketplace app vetting before installation — plus credential management and removal of abandoned connections

The pricebook is where your platform touches revenue directly — and where neglect costs real margin every single day as material costs move and the book doesn't. Built right, and more importantly, kept right.

• Build-outs and restructuring: category hierarchy, code standardization, organization designed for field usability and reporting
• Scheduled cost and price updates so member and standard pricing track actual material and labor costs
• Image, description, and good-better-best presentation management — estimates that sell

Not on ServiceTitan? The discipline of professional administration is the same on every platform. You get the same governance, support, and optimization on the system you actually run — with honest advice about whether it still fits.

• Full administration of FieldEdge, Successware, Housecall Pro, and comparable FSM/ERP platforms — desktop and mobile
• Platform fit assessment: a periodic, no-agenda evaluation of whether your current system serves your growth plans
• Migration readiness: your environment documented and data-mapped, so a future migration starts from knowledge, not archaeology