Understand your business.
Investigate the path from the first lead to the finished job and final payment. Review the people, tools, costs, and handoffs behind it.
INVESTIGATE + PRIORITIZEPRACTICAL AI. HUMAN CONTROL.
Put every
job in view.
You know your trade.
Let’s make the business behind it work better.
A detailed look at your business. A case-specific plan. Practical systems and coaching to help the people behind the work.
Built around your workflow.
You keep the final say.
You keep the final say.
RDI / SYSTEMS IN PERSPECTIVE01—06
THE BIG PICTURESmall details.
Connected.
Connected.
HUMAN REVIEWAt the center.
ORBITAL ILLUSTRATION · NOT LIVE TRACKING
BUILT WITH THE TRADES IN MIND
HVAC · Plumbing · Electrical · Roofing · Insulation · General contracting
01 / THE APPROACH
Understand the whole.
Improve what matters.
We look beyond the first symptom to see how the business works. Then we agree on one priority improvement and how to measure it. Investigation depth and implementation scope are agreed in advance.
Build the priority fix.
Agree on a focused scope, set a starting measure, and build the workflow, system change, or training that fits the problem.
BUILD + TEST + TRAINMeasure and improve.
Review agreed business measures around 30 days after launch. Document the work, hand it over, and decide whether ongoing support would help.
REVIEW + HANDOVER + SUPPORT02 / YOUR TRADE. YOUR WORKFLOW.
Different jobs.
The same moving parts.
Explore an example for your trade. Each workflow is a starting point to shape around your team, tools, and process.
ILLUSTRATIVE WORKFLOWRDI—01 / HVAC
From service request
to a clearer handoff.
Collect the equipment details, summarize the issue, and prepare a follow-up for your review before a technician heads out.
01Service request
02Job summary
03Human review
04Tech handoff
An example of what we can explore together. No customer or job data is shown.
03 / PROBLEMS WE CAN HELP SOLVE
Recognize something
in your business?
Trades, general contractors, and construction-based businesses face different versions of these problems. The right response depends on your case.
Explore possible engagements below. These are illustrative situations and measures, not client results or promised outcomes. Your investigation determines the priorities and scope.
SALES + TEAM TRAININGGood leads lose momentum.
We can help your sales team strengthen discovery conversations, define sales stages, follow up consistently, and learn from real conversations.
EXAMPLE MEASURES
Response time · Completed follow-ups · Qualified quote-to-sale rate
CRM + JOB COSTINGCustomer and job costs live in separate places.
We can evaluate, configure, or connect tools for customer, job, and cost records. A full CRM or job-costing rollout, data migration, or custom software build needs its own agreed scope and quote.
EXAMPLE MEASURES
Duplicate records · Jobs with complete costs · Estimate-versus-actual variance
OPERATIONS + BOTTLENECKSEvery decision comes back to the owner.
We can map the business from lead to payment, find repeated waits and work, clarify who decides what, and simplify the handoffs that slow the team down.
EXAMPLE MEASURES
Approval wait time · Owner admin hours · Time between job stages
SHOPS + WAREHOUSES + STRUCTURELocations work like separate businesses.
We can review responsibilities, reporting lines, location handoffs, and the flow of material information between shops, warehouses, and crews. Included locations and investigation depth are agreed first.
EXAMPLE MEASURES
Stockouts · Missing information · Avoidable return trips
FIELD + OFFICE COMMUNICATIONThe office is always catching up.
We can structure job updates, photos, scope changes, and closeout information so the next person has what they need without re-entering the same details.
EXAMPLE MEASURES
Complete daily updates · Office re-entry time · Handoff delays
CALLBACKS + QUALITYThe same issues keep coming back.
We can review recurring causes, checkpoints, documentation, and coaching needs to help your team learn from callbacks and defects. Technical, safety, and code decisions remain with qualified professionals.
EXAMPLE MEASURES
Callbacks per completed job · Rework hours · Completed closeout checks
Use a consistent follow-up window when comparing results.LEADERSHIP + LEARNINGStrong tradespeople need support as leaders.
We can teach feedback, delegation, coaching, and ways to develop the next leader. Build habits that encourage questions, learning, accountability, and a growth mindset.
EXAMPLE MEASURES
Agreed development actions · Clear task ownership · Follow-through
DIGITAL MARKETINGMarketing activity isn’t turning into clear opportunities.
We can troubleshoot inquiry forms, conversion tracking, and the path from a campaign to booked work, then prioritize improvements. Ad spend and ongoing marketing execution are separately scoped.
EXAMPLE MEASURES
Qualified inquiries · Cost per qualified lead · Lead-to-booked-job conversion
04 / A CASE-SPECIFIC INVESTIGATION
The whole picture.
A focused first move.
We investigate how your company actually works, not just which software it uses. The aim is a strategic plan grounded in your business.
From first lead to final payment.
Review sales, estimating, scheduling, delivery, closeout, and payment handoffs. Look for repeat work, missing information, and avoidable waits.
Who owns each next step?
Review responsibilities, leadership, reporting lines, and communication across the agreed office, field, shop, and warehouse locations.
What helps, and what gets in the way?
Review software, job-cost information, documentation, and marketing measurement. Identify where a process change, training, integration, or new tool may fit.
Detailed, with a scope you can see.
Locations, interviews, access, time, deliverables, and investigation depth are agreed before work begins. Broader audits, additional workflows, and company-wide software rollouts are separately scoped and quoted.
MEASURE WHAT MATTERS
Before building, agree on a starting point, a practical measure, and a review window. After handover, compare the same measure and decide what to improve next. Results depend on the business, implementation, and follow-through.
05 / A SIMPLE STARTING POINT
One priority.
One agreed scope.
Start with a bounded project. The investigation helps choose the right improvement, rather than bundling every service into one package.
Talk through the right first step06 / THE RICODOESIT LAB
Explore.
Test.
Keep control.
The Lab is a private workbench for trying ideas, inspecting results, and learning before anything goes into real use.
This public view illustrates the process. The owner’s working controls and account data stay private.
Ask about the work▧ LAB / PROCESS VIEWILLUSTRATION
A SAMPLE WORKFLOW
Review before action.
1Sample input receivedEXAMPLE
2Draft preparedEXAMPLE
3Owner reviewREQUIRED
4Decision stays with ownerCONTROL
A read-only illustration. No live account feed or executable controls.
RESEARCH STATUS
Experiments include a local paper-trading prototype. Results are simulated, with no verified investment performance. The production runner is not deployed.
07 / START A CONVERSATION
What’s getting
in your way?
Tell Rico about your trade, the tools you use, and the part of the day you’d like to make simpler.