The Assessment — Sunrise Plumbing & Heating
Prepared for Dave Marsh · J&M AI Services · Pocatello, Idaho · 2026-07-05
The one-line finding
You’re losing roughly 13 hours a week and an estimated $14,444/month ($173,322/year) across 4 fixable leaks. At least 2 can be shipped in the first week.
Why now: Lost two big install jobs last month to a competitor who called the customer back first; just had a tech quit and can’t find a replacement.
In your words: “They got the job because they called back first. That one still stings.”
What winning looks like (90 days): Stop missing after-hours leads and get Dave out of the office admin so he can run jobs.
In your words: “I didn’t start this company to spend my nights typing up quotes.”
The numbers
| Weekly hours back | Monthly impact | Annual impact | |
|---|---|---|---|
| Total across all fixes | 13 hrs | $14,444 | $173,322 |
Based on your stated time value of $150/hour. Estimates are deliberately conservative — we’d rather you beat them.
These leaks compound: every missed call is also a missed review, which is a missed referral — fixing After-hours calls go to voicemail with no text-back and Dave hand-builds every quote in the evening together multiplies the return on both.
The fixes
1. After-hours calls go to voicemail with no text-back
What’s happening now: Roughly 6-8 calls a week come in after 5pm. They hit voicemail, and by morning half the callers have already booked someone else.
- Type of leak: Revenue
- Today: Voicemail only
- The fix: Missed-call text-back: any unanswered call instantly triggers an SMS (‘Sorry we missed you — what do you need and when?’) that opens a booking thread. Twilio + n8n, or GoHighLevel.
- Effort: Quick Win (ship in < 1 week)
- Time back: ~0 hrs/week
- Est. monthly impact: $6,000 (6–8 missed calls/wk × ~50% lost × ~$700 avg job ≈ $6,000/mo — your numbers from the call)
- Seen elsewhere: Missed-call text-back is the single highest-ROI fix we see across local trades businesses — it’s the first thing we ship for nearly every client.
- Note: Requires A2P 10DLC registration + consent language before go-live.
2. Dave hand-builds every quote in the evening
What’s happening now: Dave spends ~90 minutes most nights turning job notes into written quotes in Word, then emails them the next day.
- Type of leak: Time
- Today: Word + email, done manually after hours
- The fix: Claude skill that turns dictated/typed job notes into a formatted, priced quote in under 2 minutes for review — pulls from a standard price book.
- Effort: Quick Win (ship in < 1 week)
- Time back: ~7 hrs/week
- Est. monthly impact: $4,546
3. No review requests after completed jobs
What’s happening now: They do great work but only have 22 Google reviews. Nobody asks. Techs forget.
- Type of leak: Quality / Experience
- Today: Ad hoc / nothing
- The fix: Automated review request texted 1 hour after job completion, routed through the CRM. Feeds local SEO.
- Effort: Moderate (a few days)
- Time back: ~1 hrs/week
- Est. monthly impact: $650
4. Scheduling is a whiteboard + phone tag
What’s happening now: Dispatch is a physical whiteboard; changes mean calling each tech. ~5 hrs/week of coordination and mistakes.
- Type of leak: Time
- Today: Whiteboard + calls
- The fix: Shared job-scheduling tool with SMS notifications to techs; AI drafts the daily route/order. Multi-week setup.
- Effort: Project (multi-week build)
- Time back: ~5 hrs/week
- Est. monthly impact: $3,248
- Honest caveat: this one is a multi-week build and the payoff shows up in month two — the quicker fixes above pay for it in the meantime.
Our first week together
- Day 1: Ship After-hours calls go to voicemail with no text-back — Missed-call text-back: any unanswered call instantly triggers an SMS (‘Sorry we missed you — what do you need and when?’) that opens a booking thread. Twilio + n8n, or GoHighLevel.
- Day 2: Ship Dave hand-builds every quote in the evening — Claude skill that turns dictated/typed job notes into a formatted, priced quote in under 2 minutes for review — pulls from a standard price book.
How we build these
My recommendation for Sunrise Plumbing & Heating: start with the Concierge and ship Fix #1 in week one — it’s the fastest path to “Stop missing after-hours leads and get Dave out of the office admin so he can run jobs”. Here’s why, and the alternative if you’d rather hand it all off:
- AI Concierge (recommended) — we build these with you, live, in two 45-minute working sessions a month, plus async support. You own the systems and the know-how — so it runs without us. Every session is logged with exactly what we shipped. $1,500–2,500/month, cancel anytime — you work with me directly.
- Custom Build (done-for-you) — prefer it fully off your plate? We build and hand over the priority systems as a fixed-scope project. Quoted from the fixes above. Your Assessment fee is credited toward it.
First-month guarantee: if we don’t ship at least one fix worth 5+ hours a week in the first 7 days, that month is free. (Your Assessment guarantee — one fix worth 5+ hrs/week or the audit is free — has already been met by the findings above.)
Next step
Next step: I’ve held Tuesday 10am and Thursday 2pm to ship Fix #1 live with you — reply with the one that works, or grab a slot: [cal.com booking link].
Worth moving on: After-hours calls go to voicemail with no text-back alone costs ~$200/day — every week we wait is another ~$1,386.
I book builds in the order SOWs are signed — my next open build slot is Monday the 14th.
J&M has no affiliate relationship with any tool recommended here.
Recommendations current as of 2026-07-05. Tool pricing and features change — we re-verify before building.