Free resources
Free guides for growing a home service business
In-depth guides and checklists to help your business thrive.

Buyer's Guide
The Field Service Scheduling Software Buyer's Guide
2026 Edition
A complete, vendor-neutral guide to evaluating scheduling software for the trades — features, pricing, and trade-specific guidance for HVAC, plumbing, and electrical.
- How to evaluate scheduling software without the vendor spin
- What features actually matter (and which are noise)
- Trade-specific chapters: HVAC, plumbing, electrical
PDF · Pillar + 3 chapters

Checklist
The AI Referral Checklist
Get recommended by ChatGPT, Gemini & Perplexity
A print-ready checklist to make your home service business the one AI assistants recommend. Specificity, consistency, proof, and LLM-readable pages.
- The 3 pillars of getting referred by AI
- A directory audit checklist you can run today
- How to test whether AI already recommends you
PDF · 30-point checklist

Guide
The Contractor Tech Stack
An Honest Guide to the Software That Actually Matters
The six tools every home service business has to make a decision about: CRM, documentation, scheduling, payments, website, and the all-in-one trap.
- The six decisions every contractor has to make
- Why the all-in-one trap costs you more over time
- Best-in-class picks for CRM, docs, payments, and more
PDF · Pillar + 6 chapters