Operations systems for service businesses

You don't have a lead problem. You have a follow-through problem.

Leads go cold. Invoices sit unpaid. The whole operation runs out of your phone at 11pm. I install the CRM, automated follow-up, and payment-recovery systems that plug the leaks — so the money you already earned actually shows up.

Where the money goes

Your crew is great in the field. The business is leaking everywhere else.

None of these are sales problems. They're gaps in how the work moves through your business — and every gap costs you cash you already earned.

Leak 01

Leads that never got a callback

A quote request comes in while you're on a job. Three days later, they've hired someone else. No system caught it, no one followed up.

Leak 02

Invoices aging out past 60 days

The work is done. The money isn't in. Nobody's chasing it, because chasing it means digging through texts and a paper folder.

Leak 03

The whole operation lives in your head

Schedules, who-owes-what, which job is where — it's split across your phone, a whiteboard, and memory. If you're out, it stops.

Leak 04

You're the bottleneck on everything

Every handoff routes through you because nothing's written down or automated. Growth just means more midnight admin.

The fix

I install the systems that run quietly in the background.

Not advice in a slide deck. Real, working systems wired into how your business already operates — built to catch what you're dropping.

A CRM that fits how you actually work

Every lead, customer, and job in one place — set up around your trade, not a generic template you'll never open.

Automated follow-up

New lead comes in, they hear from you in minutes — automatically. No quote goes cold because everyone was busy.

Payment recovery

Unpaid invoices chase themselves with polite, timed reminders — so old money comes back in without an awkward phone call.

One dashboard for the whole shop

Jobs, money owed, who's doing what — on a single screen. Walk in, glance, know exactly where things stand.

How we work together

It starts small. It ends with a business that runs without you holding it up.

You don't sign up for a giant project on day one. We start with a low-risk audit, fix what's bleeding, and only build out from there once it's paying off.

01 Operations Audit One week. I map where your business leaks money and time, and hand you a plan you could act on alone if you wanted. Start here
02 Workflow Map We draw out how a lead becomes a paid job, step by step — and spot every place it falls through.
03 Automation Setup The follow-ups, reminders, and handoffs you keep doing by hand — wired to happen on their own.
04 Custom Dashboard Your numbers, jobs, and money owed on one screen, built for how you actually check on the business.
05 Full Operating System CRM, pipeline, and automations working as one connected system. The whole operation, finally running itself.
06 Monthly Support I keep it running, tune it as you grow, and stay on call — so the system gets better instead of going stale. The goal

Most owners start with the audit — it's the cheapest, fastest way to see exactly what's costing you. From there, you only climb the ladder as far as it makes sense for your business.

Who this is for

Built for service businesses with real jobs and real customers.

If your money depends on booked work, repeat customers, and getting paid on time, these systems were built for you.

Trades

HVAC & Plumbing

Quote requests get worked before they go cold, jobs stay scheduled, and unpaid invoices stop slipping past 90 days.

Fitness

Gyms & Studios

Trial leads get followed up, lapsed members get won back, and failed payments get recovered before they churn.

Martial Arts

BJJ & Academies

New sign-ups get onboarded the same every time, dues collect themselves, and you see who's at risk of dropping off.

Why Trevane

I don't just advise. I run these systems in a real operation every day.

Trevane isn't built on theory. Every system I install has been built and stress-tested inside a busy, multi-location service business — the same CRM, follow-up, and payment work I'd set up for you.

So when I tell you something works, it's because I'm using it myself, not because it looked good in a webinar.

"Make it run without me" is the whole job.

  • Plain language, no jargon — you'll understand exactly what I'm building and why.
  • Small first step. The audit pays for itself before you commit to anything bigger.
  • Systems you own. No black boxes you can't run if I'm not around.
Start with the audit

Find out exactly where your business is leaking.

One week, one clear plan, and a real number on what the gaps are costing you. Tell me a little about your business and I'll get back to you within a day.

Prefer email? chad@trevanesystems.com