For home services operators
Keep every job moving from first call to final payment.
One job crosses the office, dispatch, the field, and billing before it is done. When the handoffs between those teams depend on memory and reminders, calls slip, crews wait, invoices lag the work, and the exceptions land on your desk. Daloy fixes how work moves between your teams, then makes it the standard at every location you run.
For owners, presidents, COOs, and operations leaders at established home services companies. Request a Daloy Operations Review, or book a short intro call to see if it's a fit.
Who this is for
Built for home services companies where work crosses teams.
If a job passes through several teams before it is done, and the handoffs between them depend on a few people holding everything together, this page is for you. One location or many.
Built for
Home services companies
HVAC, plumbing, electrical, and landscaping companies where call handling, dispatch, field crews, and billing are separate teams.
Also a fit
Operators running several locations
Groups where each branch has developed its own way of handing off work, so every new location adds complexity.
You're a strong fit if:
- Work crosses several teams, such as call handling, dispatch, field crews, and billing
- Customer commitments get lost between handoffs
- Billing falls out of sync with the work that was done
- Led by an owner, president, COO, or director of operations
- Leaders keep stepping in to keep routine work moving
- Committed to improving operations within the next 90 days
Sound familiar?
Every handoff run a different way.
The work is good and demand is there. But the handoffs between your teams depend on memory and reminders, and you feel it when:
- The office books a job, but dispatch gets the details from a callback or a sticky note
- Dispatch keeps trucks moving, but the office cannot see which jobs closed until the end of the day
- Techs finish the work, and the invoice waits days for paperwork to reach billing
- Estimates sit between the field and the office, and the customer books your competitor
- One location hands off work one way, and another does it differently
- Exceptions and decisions keep routing back to you, which caps how far the business can grow
You don't have a people problem. You have a handoff problem, and a handoff problem is fixable.
WHERE DOES YOUR BUSINESS STAND?
Take the Flow Check
A free 5-minute self-check that scores how much of your business runs on you, and shows you the one thing to fix first. No call required.
Start the Flow CheckWhat it costs you
What broken handoffs quietly take off the table.
Your week lost to escalations
Hours every day taking calls your dispatchers should handle, chasing a stalled job, or stepping in to unstick a handoff. That is time off growth, and it is the cost that compounds first.
Revenue lost to inconsistent operations
Missed calls, idle trucks, estimates that sit for days, and maintenance agreements no one offers. Every gap is booked work or recurring revenue slipping away, and your weakest handoff sets the ceiling.
Manager and tech churn
Good managers and technicians leave when every day is firefighting with no clear playbook. Each departure resets the standard on that team and pulls you back into the truck.
A hard growth ceiling
You can feel that more volume, or the next location, will make the chaos worse, not better. Until the handoffs between the office, dispatch, the field, and billing are standardized, growth adds risk instead of leverage.
The math
What is branch drift quietly costing you?
When every location runs a little differently, your weaker branches quietly set the ceiling for the rest. Estimate what that gap costs each year, then see what closing it is worth.
The offer
The Operating Standard Sprint.
A focused 6 to 8 week engagement that brings the office, dispatch, the field, and billing onto one way of working, at one location or across every branch, without depending on you to enforce it.
What the Sprint covers:
- Map how a job actually moves from first call to final payment
- Find the handoffs where work stalls, gets lost, or waits on you
- Set clear ownership and decision rights for each step
- Standardize the best of it into one playbook every location follows
- Automate 1 to 2 high-leverage handoffs with practical AI tools
- Train the people who own each step so the new way sticks
Multi-location operators can leak six figures a year to branch drift. The Sprint costs a fraction of that.
For owner-operators
Fixed price
$20K to $45K
Set by the teams or departments in scope, the handoffs and systems we connect, and how many people need to adopt the change. Each additional location adds scope.
Larger scopes
Custom
For many teams, departments, or locations at once. Scope and price are agreed in writing before work starts.
For PE-backed operators and value-creation teams
If you are integrating add-ons or standardizing a portfolio company in the first 100 days, the work is the same but the scope is wider. We price that track separately.
Single portfolio company
From $75K
Includes integrating recent add-ons onto one operating standard.
Multiple companies
Custom
Per-portco rate, with an optional governance retainer.
Sponsor-backed scope adds one step: integrate recent add-ons onto a single operating standard.
Request a Daloy Operations ReviewNot ready for a full Sprint? AI Groundwork puts practical AI in the hands of one team of up to 15 people from up to two departments, focused on one workflow area, for $5,000 flat. It is the fastest way to see how Daloy works before you standardize the whole group.
Explore AI GroundworkIllustrative scenarios
What this can look like across locations.
Illustrative scenarios, not client results. Each describes a type of operating problem and how Daloy would approach it.
Six branches, six dispatch routines.
A multi-branch HVAC operator runs dispatch differently at each location, and escalations keep landing on the owner. The work maps the real workflow at each site, sets one documented playbook, and automates the handoffs that do not need judgment.
Distributed locations, one way of working.
Locations run on local habits, and the owner is the only full source of truth. The work defines standard workflows, role ownership, and an accountability rhythm every site can follow.
Manual scheduling and follow-up at every branch.
Scheduling and follow-up are handled by hand at each location. A practical AI workflow, built into tools the team already uses and tested before rollout, handles the routine steps while managers keep the exceptions.
Be straight with yourself
This is not for everyone.
The Sprint works because it's scoped for a specific operator. It is probably not the right fit if:
- Work rarely crosses more than one team, so there are few handoffs to fix
- You're not ready to delegate, and want to stay the one who decides everything
- You're shopping for a free diagnostic rather than ready to fix what's costing you
- You want a strategy deck rather than a fixed-scope project your team runs after we leave
Next step
See where your operations diverge.
The Daloy Operations Review is a paid diagnostic focused on where leads, scheduling, follow-up, technician capacity, handoffs, and booked revenue are leaking, and what should be fixed first.