Home·Field Notes

Field Notes from inside the shops we work with.

Owner-voice writing about what's actually happening in Canadian trades shops - the missed-call math, AI receptionist scripts, lead recovery routines, and the integrations that don't. No SEO bait. No AI thinkpieces. We publish when we've got something a busy owner can use.

01 · Latest

Latest Field Notes.

02 · Featured deep-dive

Featured: the 22% missed-call rule.

03 · More useful reads

More Field Notes for trades owners.

After-hours calls
The 7 am callback list for HVAC shops that miss calls overnight
4 min

The 7 am callback list for HVAC shops that miss calls overnight

A simple morning callback routine for HVAC shops: what to sort first, what can wait, and how to keep the owner from starting the day blind.

Ghalib AhmadRead →
After-hours calls
How to route after-hours plumbing calls without waking the owner
8 min

How to route after-hours plumbing calls without waking the owner

A practical after-hours routing setup for plumbing shops: what wakes the owner, what waits for morning, and where the summary should land.

Ghalib AhmadRead →
Field-service CRM
7 CRM setup mistakes that turn the field-service CRM into the owner's second job
10 min

7 CRM setup mistakes that turn the field-service CRM into the owner's second job

Seven setup mistakes that turn the CRM into the owner's second job. For each one, the shop scenario, what it costs, and the smallest fix to try first.

Ghalib AhmadRead →

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