Work · Assessment

Operational assessment and turnaround for field service.

Know what is leaking. Then decide. We walk the floor and the books, write down where they disagree, and hand you the order to work.

When assessment is the right first move

You cannot see the leak. Two systems tell two stories. A PE close is 60 days out and the CIM utilization looked fine. Margin compressed and the room argues about dispatch when the money is dying in AP or job cost.

Where it lands

  • Operational audit across labor, fleet, field, dispatch, billing, and AP
  • Margin compression traced to source
  • Systems and process gaps mapped
  • Team structure and accountability reviewed
  • AI and automation opportunities identified — only where a named approver exists
  • A written order of work — what moves first and why

What you keep

Implement with us or keep the map. Assessment is fixed-scope and on-site. It often feeds a Fractional COO seat or a first AI workflow — never five systems at once.