Services

Contractor In Charge (CIC) provides fully managed services designed specifically for plumbing, HVAC, and electrical businesses. From 24/7 live call handling and AI-powered lead management to accounting, CFO support, and business systems optimization, our services are built to help contractors capture more leads, convert more jobs, and run more profitable operations — without hiring in-house.

24/7 Live Agent Call Center Services

CIC delivers round-the-clock live agent voice call center services that go far beyond basic answering. Our trained agents act as an extension of your office, representing your brand, qualifying leads, booking appointments, and managing urgent and after-hours requests using your existing workflows.

What this service includes:

• 24/7/365 live voice answering for plumbing, HVAC, and electrical businesses
• Inbound call handling and professional lead qualification
• Appointment booking directly into your CRM or field service management (FSM) system
• Rescheduling and cancellation management
• After-hours and emergency dispatch support
• Urgent call escalation based on your business rules
• Fee quoting and must-service job identification
• Message capture and delivery when booking is not required
• Outbound scheduling, follow-up, and promotional call campaigns
• Client dashboards with call volume, booking rates, and KPI reporting

This service ensures no call is missed, no lead is ignored, and every opportunity is handled with ownership and accountability.

Accounting, Bookkeeping & Fractional CFO Services

CIC provides full-service bookkeeping, controller-level accounting, and fractional CFO support tailored to plumbing, HVAC, and electrical businesses. We deliver accurate, accrual-based financials and actionable insights so owners can understand true performance and make confident decisions.

Our accounting and CFO services include:

• Full-service bookkeeping and controller-level accounting
• Interim and fractional CFO services
• QuickBooks Online setup, cleanup, and ongoing management
• QuickBooks Desktop to QuickBooks Online conversions
• Industry-specific chart of accounts and class tracking
• Accrual-based accounting for performance visibility
• Daily, weekly, and monthly accounting workflows
• Accounts receivable and sales reconciliation
• Accounts payable management and bill pay
• Payroll accounting, entries, and reconciliation
• Monthly financial statements with Profit Scorecards
• Field service management and QuickBooks reconciliation
• Accounting workflow setup between FSM and accounting systems
• Budgeting, forecasting, and cash flow planning
• Financial and operational performance analysis
• Collaboration with your CPA or tax advisor
• Buy/sell and transition accounting support
• Dedicated accounting team assigned to your business

OnePath™ AI CRM & Managed Lead-to-Job Services

OnePath™ is CIC’s native, AI-powered CRM delivered as a fully managed Service + Software solution. Designed specifically for home service contractors, OnePath combines AI automation with live, trained agents to manage the entire lead lifecycle — from first contact to booked job.

Unlike disconnected CRMs or software-only tools, OnePath is a done-for-you system that ensures every lead is captured, engaged, followed up, and converted.

OnePath™ includes:

• CIC-native AI CRM delivered as a managed service
• Service + Software model combining AI automation with live agents
• Lead procurement and paid lead channel management
• Lead strategy development and ongoing optimization
• Rapid onboarding (dependent on website and system readiness)
• Integration with all inbound and paid marketing sources
• Omnichannel communication: text, chat, email, AI voice, and online booking
• Lead intake, qualification, engagement, and follow-up management
• Appointment booking and job conversion for paid and organic leads
• Lead and job scoring with full audit trails
• Lead journey tracking and accountability reporting
• Personalized customer journeys and campaign execution
• Marketing, lead, and conversion dashboards

OnePath™ helps contractors increase conversion rates, lower cost of acquisition, and maximize customer lifetime value.

Business Systems & Software Optimization

CIC is a team of experienced operators and advisors who don’t just recommend improvements — we help implement them. We work alongside your team to optimize systems, streamline workflows, and create operational clarity that supports scalable growth.

This service includes:

• Interim and Fractional CFO Services
• Full-service bookkeeping, accounting, and financial reporting
• Accounting system setup, cleanup, and ongoing management
• Payroll configuration and administration
• Field Service Management (FSM) software implementation, optimization, and consultation

Supported platforms include:

• ServiceTitan
• QuickBooks Online & QuickBooks Desktop
• Simpro
• Housecall Pro
• Jobber
• FieldEdge
• Service Fusion
• Other leading FSM and industry platforms

Within these systems, we support:

• Pricebook setup and optimization
• Inventory and purchasing configuration
• Membership strategy design and implementation
• Office and technician training
• Capacity planning and workflow alignment
• Reporting dashboards and KPI visibility

Specialized & Sub-Services

Call Center Sub-Services

• After-Hours & Emergency Call Handling: Night, weekend, and emergency dispatch coverage
• Inbound Call Handling & Appointment Booking: Professional call answering, lead qualification, and direct booking
• Outbound Scheduling & Follow-Up Campaigns: Rehash, estimate follow-ups, maintenance reminders, and promotional calls

AI CRM & Lead Management Services

• AI Lead Management for Home Services: AI + human execution to ensure no lead is lost
• Paid Lead Channel Management: CIC-managed intake and booking for LSAs, PPC, and directory leads
• Lead Conversion & Booking Optimization: Improving speed-to-lead, follow-up consistency, and close rates

Accounting & CFO Services

• Full-Service Bookkeeping for Contractors: Day-to-day bookkeeping built for home services
• Fractional CFO Services for Home Services: Strategic financial leadership without hiring in-house
• QuickBooks Online Services: Setup, cleanup, integrations, and ongoing management
• QuickBooks Desktop to Online Conversions: High-intent system migration and optimization

Systems & Software Services

• ServiceTitan Implementation & Optimization: Setup, cleanup, workflows, reporting, and training
• FSM Software Optimization: Platform-agnostic optimization across leading FSM tools
• Accounting & FSM Integration: Aligning operational and financial data for accuracy
• Pricebook, Membership & Inventory Optimization: Pricing, memberships, and purchasing for profitability

A Fully Managed Approach for Contractors

Every CIC service is designed to remove operational burden from contractors while increasing visibility, accountability, and performance. Whether you need better call handling, stronger lead conversion, accurate financials, or optimized systems, Contractor In Charge delivers a done-for-you solution built for scale.