The Assessment — Sunrise Plumbing & Heating

Prepared for Dave Marsh · J&M AI Services · 2026-07-02

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.

What winning looks like (90 days): Stop missing after-hours leads and get Dave out of the office admin so he can run jobs.

The numbers

Based on your stated time value of $150/hour. Estimates are conservative — under-promise, over-deliver.

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
• 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

Your 4-day quick-start plan

• 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

Two ways to move, depending on how hands-on you want to be:

• 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, capped at 6 clients.
• 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.

Guarantee: if we don’t ship at least one fix worth 5+ hours a week in the first 7 days, that month is free.

J&M has no affiliate relationship with any tool recommended here.

Recommendations current as of 2026-07-02. Tool pricing and features change — we re-verify before building.