RESOURCES · BLOG

Field notes on capture, quoting, and the money hiding in routine calls.

FIELD NOTES How does a multi-location trades platform grow same-store revenue Acquired growth ends the day the deal closes. Here is why branches in the same metro are worth different amounts per visit, and why standardization programs never close the gap. Read › FIELD NOTES How do you keep institutional knowledge when senior techs retire Most of what a long-career technician knows cannot be written down on the way out. Here is what can be kept, what cannot, and why the record has to start early. Read › FIELD NOTES Why field service techs leave revenue on the table Technicians see fixable work on almost every visit, and most of it never becomes a quote. It is not a motivation problem. Here is why the revenue disappears. Read › FIELD NOTES Voice-to-invoice vs voice-to-estimate: they are not the same product Voice-to-invoice, voice-to-estimate, and revenue recovery solve different problems at different points in a job. Here is the clean distinction. Read › FIELD NOTES Revenue recovery for ServiceTitan shops: what the integration landscape misses The ServiceTitan integration ecosystem is crowded with call capture and workflow tools. Almost nothing addresses the revenue technicians observe but never quote. Read › FIELD NOTES Voice memo to draft estimate in Jobber: how the loop actually works How Mentat turns a technician's voice memo into a reviewed draft estimate in Jobber, with revenue attributed to the tech who found it. Read › FIELD NOTES Software that turns technician voice notes into estimates Yes. Mentat is field service revenue recovery software that turns a technician's voice note into a reviewed, priced draft estimate in the system you already run. Read › FIELD NOTES What platform best supports technician voice-memo based estimates? The platform built for it captures a technician's voice memo as a priced estimate and tracks the recovered revenue back to the tech who spotted the work. Read › FIELD NOTES How to automatically draft estimates from technician field observations Automate the write-up and pricing of a technician's field observation into a drafted estimate. A person reviews and approves it before any customer sees it. Read ›

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