Tier 4 · Fractional Operations
Your ops partner on the bench — same numbers, same calls, same calendar.
A fractional ops manager, custom reporting, weekly review meetings, multi-location support, and advanced CRM automation — for multi-trade contractors who've outgrown a toolset and need an operator on call, not another dashboard to log into.
Feature
Fractional ops manager
Everything in Growth, plus an embedded ops partner who owns the numbers, the calendar, and the steady-state questions an owner should never be answering on a Tuesday afternoon.
How it runs
- A named operator on your shop — same person every call, not a rotating account team
- Same-day replies on Slack, email, or phone — no tickets, no queue
- Quarterly planning off the numbers, not the gut — what we kill, what we double, what we build
What it produces
- An ops partner who already knows the truck count, the slow weeks, and the season — and who moves the calendar without the owner chasing every step.
Feature
Custom reporting
A live dashboard pulled from your CRM every morning, not a PDF someone exports on Friday. Source-of-truth numbers — booked jobs, close rate, review velocity, ticket size, by location — sized to the questions the bench is actually answering.
How it runs
- Live CRM dashboard refreshed every morning — ServiceTitan, Housecall Pro, Jobber, or GoHighLevel
- KPI cuts by traffic source, location, technician, and season — not a single aggregate view
- Source-of-truth numbers in one tab: booked jobs, close rate, ticket size, review velocity
What it produces
- Decisions move off the gut and onto the dashboard — same numbers across the bench, the owner, and the weekly call.
Feature
Weekly review meetings
A standing 30-minute call with the ops partner every week — the numbers on one screen, the calendar on another, and a short list of what changes next. No slide deck, no quarterly retrospective, no surprise on a Friday afternoon.
How it runs
- Standing 30-minute weekly review with your ops partner on a fixed day and time
- Numbers up first, calendar second, action items third — short list, owner assigned, due date set
- Same agenda every week so the bench walks into the call already aligned
What it produces
- A weekly cadence that turns the dashboard into decisions — and replaces the quarterly retrospective with a Tuesday that always has a next move.
Feature
Multi-location support
Two shops or ten, run off the same playbook and the same reporting — numbers sliced by location, an operator who knows each crew, and a daily standup that catches a slow week at one before the others fill around it.
How it runs
- Per-location KPI cuts on the dashboard so a slow week at one shop is visible before the others compensate
- Operator walkthroughs per location — knows the crew, the territory, the manager on site
- Cross-shop playbook: same CRM flow, same review ask, same campaign cadence, per location adjusted for the market
What it produces
- A multi-shop operation that runs off a single bench — same numbers across all locations and a slow week caught the morning it opens.
Feature
Advanced CRM automation
Beyond the Growth System contact → customer → repeat pipeline, the deeper plays — automated estimate follow-up, lost-lead re-engagement on a tracked cadence, post-service upsell, and maintenance-plan renewals that fire without a manual touch.
How it runs
- Estimate follow-up cadence — open estimates chased automatically until close or standing decline
- Lost-lead re-engagement on a tracked 30/60/90 day schedule, segmented off the original source
- Post-service upsell and maintenance-plan renewals on autopilot, triggered off job status
What it produces
- A CRM that runs the plays an owner never had time to run by hand — every estimate chased, every past customer re-engaged, every renew on schedule.
Who it fits
Multi-location owners ready for an embedded ops partner.
You've outgrown a toolset. Two shops or more, a real CRM with a year of data behind it, a leadership team that needs numbers not narratives — and a calendar that runs only when someone's chasing it. Fractional Operations puts an operator on the bench who already knows the systems, the season, and the crew.
- Two or more locations (or a single high-truck-count shop) where decisions have to land across teams
- A real CRM with twelve-plus months of data — ServiceTitan, Housecall Pro, Jobber, or GoHighLevel
- Reporting needs that go past the dashboard — KPI cuts by source, location, technician, season
- A leadership team that wants weekly numbers on a screen, not quarterly decks on a calendar
- A budget for an ops partner, not another tool — and the willingness to roll into a weekly cadence
Next step
Two paths off this page.
If you're still weighing benches, line Fractional Operations up next to Lead Capture, Office Assistant, and Growth System. If you've already seen the fit, book a discovery call and we'll come back with the numbers within one business day.