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New client offer Discovery-first service scope review → Call: 813-692-9140
New client onboarding

How to prepare for onboarding - service by service.

Onboarding runs through discovery, setup, scripting, integration, and training. Use the checklist to gather the decisions, access, and workflow details needed for your scope.

Contractor In Charge supports the operations behind home-service businesses; it does not perform HVAC, plumbing, electrical, or other field trade work.

Book a Free Discovery Call Review scope planning
  • Service-specific checklists
  • Scope confirmed after discovery

The launch path.

  1. Discovery

    A Discovery Call maps your call volume, lead channels, books, and systems to the right starting service scope.

  2. Setup

    Accounts, access, and routing get connected: phone forwarding, lead channels, QuickBooks Online, and your field platform.

  3. Scripting

    Your greeting, qualification rules, booking windows, and escalation paths are written into agent scripts - your brand, your rules.

  4. Integration

    Bookings, leads, invoices, and reconciliation flows are wired into the systems you already run, then tested end to end.

  5. Training

    Agents rehearse your account live, edge cases get scripted, and your team learns where everything lands. Then you go live.

Prep checklists

Pick your service - here's exactly how to prepare.

Call Center Services

Scope depends on call volume, coverage windows, booking workflows, dispatch protocols, and field-service platform setup.

Decide before discovery

Gather for setup week

We build together

  • Agent scripts in your brand voice, with your qualification rules
  • Emergency dispatch protocols and paging flow
  • Booking rules: windows, buffers, and job-type routing
  • A test-call pass before the lines flip live
Book a Free Discovery Call Read the full service page

Leads to Revenue

Scope depends on lead channels, response coverage, qualification rules, booking handoffs, and reporting needs.

Decide before discovery

Gather for setup week

We build together

  • Channel-by-channel intake wiring, tested with live leads
  • Qualification criteria tuned so you pay for real opportunities
  • Follow-up sequences for quotes that don't book on the first touch
  • Source tracking so the scorecard can prove channel ROI
Book a Free Discovery Call Read the full service page

Full Service Bookkeeping and Accounting

Scope depends on bookkeeping complexity, cleanup and reconciliation needs, reporting cadence, and fractional finance support.

Decide before discovery

Gather for setup week

We build together

  • Chart of accounts structured for trade-business reporting
  • Monthly close rhythm with every account reconciled
  • The profit scorecard - accrual financials delivered by the 10th
  • Field-platform-to-QBO reconciliation so jobs match money
Book a Free Discovery Call Read the full service page

Business Systems & Software Optimization

Scope depends on the platforms, workflows, data, integrations, and implementation support involved.

Decide before discovery

Gather for setup week

We build together

  • Platform configuration matched to how you actually dispatch and bill
  • Pricebook, membership, and inventory workflows included in the agreed project scope
  • Integration wiring so one job is one record everywhere
  • Team walkthroughs so the workarounds actually retire
Book a Free Discovery Call Read the full service page

Not sure which lane to prepare for?

The Discovery Call identifies the service scope to prepare for, and the 60-second health check can help organize the conversation.

Book a Free Discovery Call Take the health check