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A worked example

How we decide what’s worth fixing

This is a sample. “Northgate Septic” is a fictional composite, informed by common field-service workflows and Michael’s prior informal work and conversations with business owners. It is not a paid MRTek customer case study. The company name, scenario, quotation, and numbers are illustrative. It’s here to show you exactly how we think.
The business

Northgate Septic — a two-person operation. One owner-operator in the field, doing the pumping, inspections, and repairs. His spouse handles the books and answers the phone when she can. Busy season, they turn work away; slow season, they chase invoices. He’s the reason customers call — twenty years in, people trust his read on a failing system.

Illustrative owner perspective
“I’m under a tank and the phone’s ringing and I can’t get it. By the time I call back, half of them already found someone else. Then I’m doing estimates at ten at night. I don’t mind the work — I mind that the good work is the last thing I get to.”
The friction map

What we found — and what we’d do about it

Scored by how much of his time it eats, how often, whether it’s worth fixing — and, just as important, where his judgment actually matters.

Missed calls while on a job
Delegate/automate intake, with his approval rules
High · dailyYes — start here
Estimates written late at night
Support the owner — prep the quote, he sets the price
High · dailyYes
“Where’s my tech / what time” status calls
Exception-only — auto-answer routine, escalate the odd one
Med · dailyYes
Manual invoice re-entry
Delegate/automate — pull job details straight through
Med · weeklyYes, soon
Chasing unpaid invoices
Delegate with reporting — reminders, he sees the list
Med · weeklyYes, soon
Review/follow-up after a job
Delegate/automate — send it, don’t think about it
Low · per jobLater
Protect itDiagnosing an unusual failing system on the phone
Keep personally owned
The judgment people pay him forNo — protect it
Protect itPricing a tricky or risky site
Keep personally owned
Experience changes the answerNo — protect it
Protect itFirst call with a nervous new customer
Keep personally owned
The trust is the businessNo — protect it
If we did one thing first

Fix the missed calls — without taking him off the calls that matter

A front-desk layer answers the routine “do you pump tanks, how soon, what’s it cost” calls, captures the lead, and books the standard jobs against his rules.Anything that sounds unusual, urgent, or like a big job routes straight to him — because that’s exactly where his read is worth money. He approves what he wants to approve; he sees everything in a weekly summary.

Why this one first: it’s the biggest daily leak, it’s the easiest to measure, and itprotects his expert time instead of competing for it.

TodayAfter (illustrative)
Calls missed while on a job~6–8 / weekNear zero — routine answered, rare ones escalated
Jobs lost to voicemailA handful / weekRecovered as booked work
Estimates written after 9pmMost nightsPrepped and waiting; he prices, doesn’t chase

Illustrative. A real map would put his actual numbers here, measured before and after.

What we’d leave alone
  • Supply ordering and review follow-up — real friction, but small. Not worth a project yet; a fifteen-minute habit change beats software here.
  • His diagnostic calls and pricing on hard sites — that’s not friction, that’s the business. Automating it would make him less valuable, not more.

If the missed-call math didn’t clear the cost, we’d say so, and he’d keep answering the way he does now.

What stays his

Everything customers actually call Northgate for: his read on a failing system, his pricing judgment, his relationships, the save-the-day calls. We don’t touch those. We take the routine off his plate so he has more of himself left for the work only he can do.

The goal isn’t a business that runs without him. It’s a business that stops spending his expertise on things that don’t need it.

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