Client Results
Problems We Solve in Home Services Operations
For home services leaders who own schedules and margin, we fix cross-team problems so you stop leaking jobs and profit while field teams deal with frustrating apps.
Business Problem
New tools and processes are rolled out, but technicians and CSRs quietly revert to old habits a few weeks later.
Solution
Create clear working agreements, training, and governance so new workflows stick across branches and teams.
Accelerator Stage
People
Services
Change Adoption, Team Working Agreements, Center of Excellence
Business Problem
Dispatch and scheduling work differently by CSR, branch, and crew. Double bookings, empty slots, and overtime are common.
Solution
Design a standard call, booking, and scheduling workflow across locations with clear rules, ownership, and capacity planning.
Accelerator Stage
Process
Services
Process Mapping, Department Workflow Design, Workflow Handoff Audit
Business Problem
No clear path from first call or web lead to paid invoice. Jobs bounce between sales, dispatch, techs, and billing.
Solution
Map the full “call to cash” journey and define one future-state process everyone follows from lead to job to payment.
Accelerator Stage
Process
Services
Future State Design, Cross-Functional Process Design
Business Problem
Jobs and appointments live across the FSM platform, spreadsheets, and group chats. Teams start the day with different views of the work.
Solution
Pick a single system of record for jobs and integrate the rest so every team sees the same schedule and job details.
Accelerator Stage
System
Services
Platform Selection, Requirements Gap Analysis, iPaaS Integration
Business Problem
Phone calls, online booking, and marketing campaigns are disconnected, so you cannot see which channels actually drive profitable jobs.
Solution
Connect booking, CRM, FSM, and accounting data and standardize lead sources so you can track marketing to revenue.
Accelerator Stage
System
Services
Data Platform, Data Integrations, Software Asset Management
Business Problem
Job notes, photos, and parts usage are inconsistent, leading to invoice delays, write-offs, and callbacks.
Solution
Define required job data, build simple checklists, and enforce data standards so billing and warranty work are accurate.
Accelerator Stage
Data
Services
Data Governance, Data Quality, Data Integrations
Business Problem
Owners cannot get a clean view of performance by crew, service line, or location. Reports are manual spreadsheets.
Solution
Build dashboards that show same-day job volume, revenue, and key KPIs by crew and branch in one trusted view.
Accelerator Stage
Data
Services
BI & Reporting, Executive Dashboards, Data Platform
Business Problem
Office staff spend hours re-typing customer and job data between FSM, CRM, accounting, and review request tools.
Solution
Automate data flows and repetitive tasks so teams enter information once and systems stay in sync.
Accelerator Stage
Automation
Services
Workflow Automation, Cross-System Automation, Custom APIs
Business Problem
Customers don’t get consistent reminders, arrival windows, or follow-ups, leading to no-shows and weak reviews.
Solution
Automate confirmations, reminders, and post-job follow-ups tied directly to the job workflow.
Accelerator Stage
Automation
Services
Workflow Automation, Cross-System Automation
Business Problem
Leadership is unsure how to use AI in home services, leading to random pilots that don’t connect to daily operations.
Solution
Identify concrete AI use cases and deploy agents on top of cleaned-up processes and data in scheduling, job prep, and follow-up.
Accelerator Stage
Agentic
Services
Gen-AI Tool Selection, LLM Context Integration, Agent Workflows
How We Can Help
People
When leadership and teams aren’t aligned, growth stalls. Priorities compete, pilots fail, and trust breaks down. We fix ownership and decision paths first so internal friction doesn’t stall progress.
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Process
We pressure-test your roadmap, address team bottlenecks, and redesign workflows to ensure smooth progress before exploring automation.
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Systems
We evaluate what you have, cut what you don’t need, and integrate platforms that support your growth goals and team culture.
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Data
We rebuild your data foundations: cleaning, standardizing, and validating so you can trust your dashboards.
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Automation
We automate what proves value first (quick wins that show ROI fast), then expand what works across the business.
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AI (Agentic) Enablement
Once your foundation’s solid, we help deploy AI where it drives real ROI. You automate the right work…not just the visible work.
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Schedule Your Discovery Call
In 30 minutes, we’ll pinpoint what’s slowing your business down and where to start fixing it.
Client Testimonials
Over the last two years, I have had the pleasure of working with Quandry Consulting on a project for a public sector client. They have provided excellent development and support during the entire life cycle, and the consultant who was working on the project was so awesome. He was dedicated and passionate about the project.
The Quandary team was the ideal business partner. They took the initiative to learn and understand our business in an effort to provide solutions that would best benefit our organization and key users. Christine Garam and Melissa Doran level of customer services was absolutely World Class; always making themselves available when a questions arose.
Quandary has been professional and responsive. They took the time to learn our business model thoroughly and discovered our needs. They were able to provide helpful insights throughout the QuickBase build out.
QCG is top notch with experience and skill to tackle your most difficult problems. They have been a huge part of our success in helping BV re-imagine the way we use and develop QuickBase. From internal to external, our service solutions have never been better. I look forward to more!
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