BBook the Work

The Book Audit

Three business days from exports to a scored answer.

How many agreements lapsed last year? How many projects finished with no maintenance sold behind them? Your systems already know — send the exports and we’ll put a number on it.

$2,500, credited in full against a 90-day start — and if the readout isn’t worth your time, don’t pay for it. Everything the audit produces is yours to keep either way.

What comes back

Four deliverables, one readout.

01

The book in numbers

Agreements active and expired. Projects completed in the last 24 months with no maintenance sold behind them. One-building customers whose owners hold more buildings you don't serve. Accounts dormant 12+ months. Equipment aging past year twelve.

02

The top 25 moves

Ranked, each with the why-now — the trigger that makes it worth a call this quarter — and the likely contact.

03

A sample Monday brief

What a working week looks like: the best moves in the book with five sendable drafts written in your voice, grounded in your real history with each customer.

04

A 45-minute readout

We walk the numbers together. If the book warrants it, the readout ends with a proposal for a 90-day start — and the audit fee credits against it.

What to send

An hour of exporting. That’s the whole ask.

Standard exports from whatever runs your shop — CSV or Excel, however it comes out. If it can export a spreadsheet, we can work from it — and we’re glad to walk whoever runs your office through the exports.

BuildOps
Customer list · service agreements (active + expired) · job history and invoices, 3–5 years
ServiceTrade
Customers · service agreements / recurring services · jobs and invoices
Jonas / Davisware / FieldEdge
Customer and job/invoice exports
Sage / Vista / Spectrum / QuickBooks
Invoice register by customer, 3–5 years
Spreadsheets
Whatever tracker exists today, as-is — messy is fine

Your data stays yours, is seen only by us, and is deleted on request. We’ll ask about a read-only calendar look later — only if you’re comfortable, and never to start.

Leland Fidler

Book the Work is run by its founder, Leland Fidler, from Sudbury, Massachusetts. You’ll deal with him directly — on the call, on the audit, and on the book.

Get started

Schedule a 30-minute call.

We’ll talk through how service gets sold today and whether the audit is worth your $2,500. If it isn’t, we’ll say so — and if the readout isn’t worth your time, you don’t pay for it.

We'll reply within one business day with times. A 30-minute conversation, then the audit if it makes sense — no contract, and nothing goes out without your approval.