Modernizing Trades & Field Service

Digital Transformation & Consulting Services

Streamline operations, Boost Productivity, and Scale Profitably

Solo - 10 Employees

Foundations

Choose your stack, connect phones/website/reviews, and launch a clean, trackable setup.

10-50+ Field Techs

Growth

Move off tools you’ve outgrown and implement inventory, dispatch, and CRM with revenue attribution.

Franchise & Acquisitions

Enterprise

Run diligence, design portfolio-wide systems, and roll out standardized operations and marketing across the business.

Digital Transformation & Consulting

Foundations: For Solo to 10-Person Teams

Simple, fixed-scope options. Start with consulting, then implement DIY or supported.

Starts at $500 USD

Quickstart

Foundations

One session + deliverables to choose the right stack: workflow map, platform shortlist, DIY trial plan, and a basic configuration map.

Starts at $2,000 USD

SmartScale

Foundations

Turn the plan into a working system with module-based implementation (FSM, phones, reviews, CRM, and more).

Starts at $20,000 USD

Optimize

Foundations

End-to-end implementation: process map + data migration, full FSM build & automations, training, go-live, and 30-day hypercare.

Digital Transformation & Consulting

Growth: For Scaling 10-50+ Person Crew

For teams migrating platforms or adding inventory, dispatch, CRM, or portfolio reporting.

Starts at $2,500 USD

Quickstart

Growth

Map requirements, decide keep-vs-migrate, and leave with a demo-ready blueprint, module plan, data plan, and UAT/cutover timeline.

Based on Scope & Software

SmartScale

Growth

Module-based Implementation: FSM core, Inventory, Dispatch, PDFs/pricebook, CRM, Accounting, Comms, and More.

Based on Scope & Software

Optimize

Growth

Stabilize and improve your build: data & analytics, ongoing white-glove support, and continuous optimizations.

SmartScale Growth clients only

Digital Transformation - Enterprise Services

Franchise, Multi-Region, and Investment M&A Projects

Unify multi-location brands and roll-ups under one way of working with clear, location-level revenue visibility. We provide independent strategy and execution to cut time-to-synergy, standardize operations, and scale marketing across regions.

From $50k+

Due Diligence & Blueprint

De-risk decisions before you buy or scale by getting an objective view of systems, gaps, and the fastest path to a single operating model. Ideal for franchise expansions or PE roll-ups that need a keep-vs-migrate call and a 100-day plan stakeholders can rally around.

Based on Scope & Platform ($100k-$250k)

Implement & Integrate

Turn the plan into consistent quoting, dispatch, invoicing, and reporting across locations - with predictable rollouts and fewer surprises. Best when consolidating multiple brands or shops onto a common platform and marketing stack while maintaining local performance.

From $10k-$25k/Month (6 Month Minimum)

Managed Support

Keep standards intact after go-live with release management, vendor governance, and executive dashboards that track what matters across the portfolio. Built for franchises and active acquirers who need steady improvements, compliance, and a single owner for cross-brand outcomes.

Want to see which package is right for you?

Book a free strategy call for your field service business.