Jobs live on a whiteboard, then get typed into the app later.
Field operations consulting for small businesses
Need to streamline your field operations?
Scheduling, dispatch, quotes, and invoices—set up properly on software your crew will actually use. Running in days, not months.
Book a free 30-min call No pitch. I'll tell you straight if I can help.
08Jobs
06Crews
92%On time
Call received8:02
Job scheduled8:06
Crew dispatchedNow
Work completed—
Invoice sent—
10+ yearsField operations & CRM systems
RoofingSolarTelecomHealthcare
Tampa-based · Remote across the U.S.
When growth exposes the gaps
You know the feeling.
The work is getting done—but the handoffs, follow-ups, and admin are eating the margin. These are operations problems, not people problems.
A customer calls and nobody can say what was promised.
Quotes and invoices are still built by hand, one at a time.
Your techs avoid the app, so half the job info is on paper.
You bought the software months ago and never got it working.
You're growing, and the office can't keep up with the trucks.
Practical help, built around your operation
What I do.
I'm not a software reseller and I'm not a marketing agency. I fix how work actually moves through your business—from the call coming in to the invoice going out.
Set it up from scratch
Moving off paper, or bought software and never launched it? I configure the whole thing—services, pricing, scheduling, quotes, invoices, your customer list—and train your crew.
See setup detailsFix what you already pay for
Already on Jobber, Housecall Pro or ServiceTitan but it's not pulling its weight? I review your live account and show you what's costing you jobs.
Get a free reviewKeep it running
Ongoing support once you're live—new reports, automations, workflow changes as you grow, and retraining when you add crew.
Talk through your needsAutomate the repetitive work
Use practical AI to respond to leads, summarize calls and job notes, prepare follow-ups, route information, and reduce repetitive office work—connected to the tools your team already uses.
Explore an automationPlatforms
Make the software fit the operation.
Whether you are choosing a system, launching one, or fixing an existing account, I configure the platform around how your office and crews actually work.
Jobber
Scheduling, quoting, invoicing, and client communication.
Housecall Pro
Dispatch, estimates, payments, and workflow automation.
ServiceTitan
Operational workflows, reporting, and team adoption.
Service Fusion
Job management, scheduling, dispatch, and customer records.
Salesforce Field Service
Field service design, mobile workflows, automation, and reporting.
Not sure which system fits your business?Let's compare your options
A direct, low-friction process
From messy workflow to a system your crew uses.
We start with how work moves today, then configure the technology around the reality of your business—not the other way around.
Walk me through your process- 01
See the real process
We map the call, scheduling, field work, follow-up, and billing.
- 02
Find the friction
We identify duplicate work, missed handoffs, and features you are paying for but not using.
- 03
Build the right workflow
I configure the system, templates, automations, and reporting around your operation.
- 04
Get the team using it
Your crew gets practical training and support through the transition.
Why I do this
Enterprise experience, applied where it matters.
I spent six years at PetersenDean Roofing and Solar, taking the company from an entry-level CRM to a full Salesforce implementation, then leading the Field Service rollout for field operations. It was built to close one specific gap: what sales sold versus what operations actually had to deliver.
PetersenDean grew into one of the largest independently owned roofing and solar companies in the U.S.—nine states, around 3,000 people at its peak. After that I worked on enterprise Salesforce Field Service implementations at Accenture.
Now I do the same work for small service businesses, where the same problems show up without the enterprise budget. You deal with me directly—there's no account manager, sales team, or handoff to someone junior.
- A decade building the systems service companies run on
- Real operations experience, not just software configuration
- Enterprise-grade thinking applied to tools you can afford
Recommendations
What people I've worked with say.
“Together with his team, he was the lead architect of the fully integrated system that we developed with the needs and dreams of senior leadership from Sales, Operations, Sales Operations, Legal, Accounting and Executive Teams.”
“I would highly recommend Vokhid to any growing organization that wants to maximize efficiency and effectiveness.”
“Vokhid takes on every challenge and delivers! He learned our business model in record time and quickly became the expert to guide us to cost effective implementations with provided results.”
“He works well under pressure, meets required deadlines and has an overall phenomenal work ethic.”
A useful first conversation
Let's look at your operation.
30 minutes, free. Walk me through your process and I'll tell you where it's leaking.