Estimates
Open estimate export, estimate list screenshot, or a few examples that have not been followed up.
OwnerOps intake packet
What to send after a fit call
Use this page after Fernando asks for records. Send exports, screenshots, or examples that show where money or office time may be slipping. No passwords are needed.
Records to gather
Send the smallest set that proves where work gets stuck.
Unpaid invoices
Invoice aging report, unpaid invoice export, or screenshots showing invoice date, amount, and status.
Job list and statuses
Open jobs, callbacks, diagnosis work, pending parts, return visits, and anything waiting on customer or owner approval.
Manual office process
Dispatcher spreadsheet, paper checklist, morning status sheet, whiteboard photo, or the steps someone repeats every day.
Message examples
A few customer texts or emails used for estimates, invoice reminders, scheduling, callbacks, or review requests.
Where work lives
Screenshots or exports from QuickBooks, CRM, job software, inbox, calendar, spreadsheets, texts, or notes.
Safe sharing
Keep access tight and approval clear.
- Do not send passwords.
- Exports and screenshots are enough to start.
- Redact customer details, pricing, or staff names if you want a narrower review.
- Share only the records connected to the leak check scope.
- OwnerOps will not contact customers, vendors, or staff without your approval.
- OwnerOps will not send messages, change records, or update statuses without your approval.
15-minute fit call
What Fernando will ask before requesting records
- How many jobs or service calls do you handle in a normal month?
- Where do estimates, invoices, job statuses, and customer messages live today?
- Which work gets missed most often: estimate follow-up, invoice reminders, callbacks, stuck jobs, or admin copying?
- Who owns follow-up now, and how do they know what is due today?
- What would make a paid $300-$500 deeper review worth it for you?
After you send it
You get a short owner-ready view of what deserves attention.
- Fernando reviews the records against the agreed scope.
- You get a short list of the first misses or manual handoffs worth owner attention.
- If there is enough signal, OwnerOps recommends the next owner-approved action: a message draft, cleanup list, or process change.
- You approve, edit, or reject any customer-facing message before anything is sent.
Ready for the first check?
Start with the free 15-minute leak check.
If the call shows enough job volume, usable records, and a specific follow-up or admin issue, Fernando will tell you what to send next.