FAQS

Contractor In Charge provides call center, AI lead management, CRM, bookkeeping, and advisory services for home service companies. We support HVAC, plumbing, electrical, and other trades by handling customer service, scheduling, admin, accounting, and growth operations.

Contractor In Charge works best for growing home service companies that need consistent call handling, reliable scheduling, and operations support. We support small teams to large multi-location companies.

We manage calls, schedule jobs, score leads, automate admin work, track revenue, and organize financials so your technicians stay busy and your schedule stays full.

Contractor In Charge combines live CSRs, AI automation, CRM tools, accounting, and advisory into one unified system instead of using separate vendors.

Yes, Contractor In Charge scales for companies of any size.

We connect the tools you already use so they work like one system instead of many. When your platforms are integrated, information flows automatically saving you hours of manual work, cutting down errors, and giving you a real-time, accurate picture of how your business is performing. The result is less admin stress, faster decisions, and more time to focus on customers and growth.

We have different launch times depending on the product.

No, our agreements are month-to-month.

Yes, every client gets a dedicated Success Manager.

Yes, Contractor In Charge adjusts resources automatically for busy season, slow season, or sudden spikes.

No. CIC does not perform lead scoring. Lead scoring is handled by OnePath, which analyzes lead data and engagement signals to prioritize opportunities.

Through trained CSRs, proven call processes, industry-standard scripts, and real-time quality coaching.

We customize call flows based on your services, pricing rules, memberships, dispatch priorities, and brand tone.

Yes, we answer using your brand name, tone, and approved scripts.

We can book estimates, repairs, maintenance, memberships, and new customer appointments.

- CIC does not use client-provided or generic approved scripts.
- CIC uses internally developed scripts and processes, refined through experience.

English support and additional languages via AI.

-24/7 coverage
-Spanish support available via AI-assisted workflows-

Yes, we book jobs inside your FSM such as ServiceTitan, Housecall Pro, Jobber, and others.

Pricing depends on call volume, coverage type, and package. Options include per-call, per-minute, or subscription-based pricing.

We follow your escalation rules, including transferring the call, sending a ticket, or notifying your team.

OnePath is a lead intelligence and booking platform that helps home service businesses capture incoming leads, prioritize them based on urgency and intent, and convert more opportunities into booked jobs.

OnePath collects leads from calls, forms, and digital channels and organizes them into a single workflow. This ensures every lead is tracked, categorized, and routed correctly without manual sorting or missed opportunities.

No. OnePath works alongside your existing CRM or field service software. It enhances lead handling and booking intelligence while your CRM remains the system of record.

Yes. OnePath can assist with job booking based on predefined rules, availability, and lead priority, helping reduce response time and increase conversion rates.

OnePath scores leads by analyzing real-time signals such as how a lead contacts your business, the urgency of the request, service type, location, time of inquiry, and follow-up behavior.

Yes. OnePath integrates with leading field service and CRM platforms so lead data, bookings, and outcomes flow seamlessly into the tools your team already uses.

OnePath uses intelligent automation to analyze and route leads, with human oversight and configurable rules to ensure accuracy, control, and alignment with your business goals.

OnePath pricing is based on factors such as lead volume, features enabled (like lead scoring and booking), and how it integrates with your existing systems.

Contractor In Charge provides structured bookkeeping support across daily, weekly, monthly, and quarterly cycles. This includes transaction categorization, account reconciliations, accounts payable management, unpaid bill reporting, and ongoing cash flow monitoring. We also prepare industry-specific financial statements so business owners have clear, accurate visibility into performance and financial health.

Contractor In Charge provides financial analysis and operational financial clarity, including cash flow insights, margin visibility, and performance reporting to support better business decisions. We do not provide wealth management, tax planning, or personal financial planning services.

Contractor In Charge works exclusively in QuickBooks Online. We are a QuickBooks Online ProAdvisor and use QBO to ensure consistent, cloud-based access, reporting accuracy, and streamlined collaboration.

Yes. Contractor In Charge works exclusively in QuickBooks Online and is a QuickBooks Online ProAdvisor. This ensures your books follow best practices and remain scalable, accurate, and fully digital.

Yes. Contractor In Charge helps connect financial data to operational and marketing activity by aligning revenue, costs, and performance metrics. This allows business owners to understand how marketing spend, operational decisions, and cash flow impact overall profitability and growth.

No. Contractor In Charge does not provide tax preparation or tax filing services. We focus on maintaining clean, accurate books and organized financial records that your CPA or tax professional can use to prepare and file taxes efficiently and accurately.

Yes. Contractor In Charge handles QuickBooks Desktop to QuickBooks Online conversions. We migrate your data, validate balances, and ensure your new QuickBooks Online account is set up correctly for ongoing digital bookkeeping.

Contractor In Charge provides operational and systems advisory services focused on helping home service businesses implement, optimize, and maintain their field service management (FSM) platforms. We are a ServiceTitan implementation partner, supporting new system rollouts, configuration, and process alignment. In addition to ServiceTitan, we advise on and support platforms such as Housecall Pro, SimPro, Intuit Field Service Management, and other FSM systems.

Yes. Contractor In Charge specializes exclusively in home service businesses such as HVAC, plumbing, electrical, and other trade-based companies. Our team understands the operational, financial, and technology challenges unique to this industry, which allows us to deliver systems, workflows, and advisory support that are built specifically for how home service companies operate not generic business models.

We collect your business rules, integrate systems, and train your assigned team.

 Yes, every client receives a dedicated Success Manager.

Most clients are fully onboarded within 7–14 days.

You can reach support via email, phone, or support portal.

 Yes, we regularly review and score calls for ongoing performance improvement.

Billing is handled weekly, with consumption-based charges applied where applicable

Our services are customized to each client’s needs rather than offered in fixed SaaS packages.

We accept credit/debit cards, ACH, and automated payments.