An HVAC company and a remodeler don't have the same problems. One lives on emergency calls and maintenance agreements, the other on six-month sales cycles. Every system Sherpa builds starts from how your specific trade actually gets, sells, and delivers work, and every industry below has its own playbook.
HVAC lives on two seasonal spikes and the emergency call between them. When it's 102° in July, the company that answers first gets the job, and the real money is in maintenance agreements and replacements, not one-off repairs. Most HVAC shops sit on a goldmine of aging-system data they never use.
The HVAC playbook →Roofing is a speed game played in storm windows. When hail hits, every door-knocker in the state shows up, and the company that reaches the homeowner first, with insurance paperwork ready, wins the neighborhood. Between storms, the winners are the ones still booking retail jobs from their own data instead of waiting on weather.
The Roofing playbook →Plumbing is an emergency business. The 2 a.m. burst pipe doesn't wait for office hours, and the homeowner calls down the list until someone answers. Every missed call is a job that went to the next name on Google. The shops that win answer every call, every time, and turn one-time emergencies into members.
The Plumbing playbook →Electrical shops juggle two different businesses: quick service calls and long-cycle project bids. The service side lives on response speed; the project side lives on bid follow-up, and most shops are so busy doing the work that outstanding bids die quietly in an estimator's inbox.
The Electrical playbook →Remodeling is a long-cycle, high-ticket trust business. A kitchen client thinks for months, talks to three builders, and picks the one who stayed present without being pushy. Most remodelers lose jobs not on price but on silence: the follow-up that never happened during a six-month decision window.
The Remodeling playbook →Concrete is a bid-speed business at the mercy of weather. Builders send the same plans to five contractors and the first competent number back usually wins. Meanwhile scheduling lives and dies by pour windows, and one rained-out morning can cascade through two weeks of jobs.
The Concrete playbook →Landscaping runs on two engines: recurring maintenance routes and one-time installs. The maintenance side is a route-density and renewals game; the install side is a spring-rush sales sprint. The companies that win keep routes tight, contracts renewing, and the spring flood of leads answered before competitors wake up.
The Landscaping playbook →Restoration is the most time-critical trade there is. Water damage compounds by the hour, the homeowner is in crisis, and the job usually flows through insurance carriers and TPA programs with brutal documentation requirements. Speed of response and quality of paperwork literally determine revenue.
The Restoration playbook →Solar has the most expensive leads in home services and the highest cancellation rates. A lead can cost hundreds of dollars, the sale takes multiple long consults, financing makes or breaks the deal, and the install backlog (permits, interconnection, inspections) is where signed deals quietly die and cancel.
The Solar playbook →The same three systems adapt to every trade: marketing automation, sales systems, operations automation.
The nine trades above are where Sherpa goes deepest, but the systems (instant lead response, structured follow-up, scheduling, invoicing, and paperwork automation) apply to every contracting and home-service business. Every industry below has its own page. Pick yours and see the playbook.
If you run crews and close jobs, the same systems apply. Start with the free 360° audit and we'll map it to how you operate.
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