Trades Business Automation Playbook — 47 Systems for HVAC, GC, Electrician & Plumbing

The systems a $5,000 consultant would set up. Built once, edited yours.

47 prefilled standard operating procedures, intake forms, dispatch sheets, callback scripts, and ready-to-import workflows. For the 2 to 10 employee trade shop that wants to systematize without paying Subtrak or a $200 per hour ops consultant.

What's inside

• 47 SOPs covering intake, dispatch, callbacks, COI requests, change orders, customer onboarding, invoicing, and collections
• Ready-to-import Zapier workflow files (.json) for lead routing, dispatch notifications, and review requests
• Google Workspace templates for intake forms, dispatch board, and customer comms
• Pricing tier reference: when to charge by job, by hour, or by service contract
• Hiring SOP with interview questions and trial-shift evaluation scorecard
• One-page office manager onboarding doc

Who this is for

• Trade shop owners with 2 to 10 employees ready to delegate
• Owner operators who've hit the ceiling of being the only person who knows how to do every task
• Shops who want to install Service Titan or Jobber later and need clean processes first

Who this isn't for

• Solo contractors with nobody to delegate to yet
• Anyone expecting a software platform (this is documents and workflow files, not a SaaS)
• Shops over 50 employees with dedicated ops staff (you already have what you need)

How it stacks up