AI Readiness Audit — WBS Solutions

Confidential · Takes 15–20 minutes

AI Readiness Audit for
Trade Contractors

Answer honestly — there are no wrong answers. Your responses help us identify exactly where AI and automation can save your team time and recover revenue.

6 sections · 60+ questions

Confidential & secure

1 · Your Company 2 · Operations 3 · Pain Points 4 · Tech Stack 5 · Goals 6 · Contact

Section 1 of 6

Your Company

Start with the basics. This helps us understand the size and type of your operation.

·What trade(s) does your company specialize in?

Plumbing

HVAC

Electrical

Roofing

Mechanical

General Contracting

Landscaping / Irrigation

Concrete / Masonry

Painting

Other

·How many full-time employees (or equivalent)?

1–5 (owner + small crew)

6–15 employees

16–40 employees

41–100 employees

100+ employees

·How many field crews do you run on a typical day?

Just me / 1 crew

2–3 crews

4–8 crews

9–20 crews

20+ crews

·How many office/admin staff do you have (including yourself)?

Just me — owner handles everything

1–2 office staff

3–5 office staff

6+ office staff

·What's your approximate annual revenue?

Under $500K

$500K – $1.5M

$1.5M – $5M

$5M – $15M

$15M+

·What is your average job or ticket size?

Under $500

$500 – $2,000

$2,000 – $10,000

$10,000 – $50,000

$50,000+

·What type of work makes up most of your revenue?

Residential service calls

Residential new construction

Commercial service & maintenance

Commercial construction / GC

Mixed residential & commercial

·How long have you been in business?

Under 2 years

2–5 years

5–15 years

15+ years

·What geographic area do you primarily serve?

Single city or metro area

Multi-city regional area

Statewide

Multi-state

·Who is your primary customer base?

Homeowners

Property managers

General contractors

Commercial businesses

Real estate investors

Government / municipal

·How does the majority of your new work come in?

Referrals / word of mouth

Google / organic search

Google Ads / paid search

Angi / HomeAdvisor / Thumbtack

Repeat customers

Service contracts

Social media

Not sure — we don't track it

Anything else about your company we should know?

Optional — anything that doesn't fit neatly above.

Section 2 of 6

Day-to-Day Operations

Tell us how work actually moves through your business right now.

·How do you handle incoming service calls and leads?

Someone answers the phone during business hours only

We have an answering service or voicemail after hours

Owner or manager personally handles calls 24/7

We use scheduling or dispatch software that handles it

·Roughly what % of inbound calls or messages go unanswered?

Less than 5%

5–15%

15–30%

30%+ (honestly)

Not sure — we don't track it

·How quickly does someone typically respond to a new lead?

Within minutes — we're very responsive

Within a few hours same day

Next business day

It varies — sometimes days later

We don't have a consistent process

·How do you handle estimating and bids?

Owner or senior person writes every estimate manually

We use estimating software (ServiceTitan, Jobber, etc.)

We do plan takeoffs manually with printed plans

We often pass on bids because we can't keep up

·How long does it take to produce an estimate or proposal?

Under 1 hour

1–4 hours

Half a day

Full day or more

Multiple days for larger jobs

·How do field crews track time and report on jobs?

Paper timesheets turned in at end of week

They call or text hours into the office

A mobile time-tracking app (ClockShark, T-Sheets, etc.)

Built into our field service or dispatch software

·How does your office manage scheduling?

Whiteboard or paper calendar

Google Calendar or shared spreadsheet

Dispatch board in field service software

Owner manages it personally

·How long does it typically take to invoice after a job is complete?

Same day — invoiced on-site

1–3 days

1–2 weeks

Weeks or months behind (honestly)

·How do you track job costs and profitability?

We don't — we estimate based on gut feel

QuickBooks or accounting software after the fact

Spreadsheet tracking per job

Built into our project management software

·How do you currently follow up with past customers?

We don't — customers call us when they need something

Occasionally, when we remember to

We have a CRM or contact system for follow-ups

Automated — our software handles it

·How do you handle Google reviews and customer feedback?

We don't ask — customers leave them if they want

We ask verbally on the job

We text or email a review link after jobs

Automated review requests via software

·How do you handle maintenance agreements or service contracts?

We don't offer them

We offer them but tracking is manual and inconsistent

We have a system that manages them reliably

Walk us through a typical day in your office.

Optional — helps us spot where the real friction is.

Anything about your operations that's unusual, seasonal, or hard to explain above?

Section 3 of 6

Pain Points & Bottlenecks

Rate each area from 1 (not a problem) to 5 (costs us real money every week).

·How much of a problem is each of these for your business?

1 = Not a problem · 3 = Frustrating · 5 = Costs us real money weekly

Not a problemCosts money weekly

·What's the single biggest operational headache you deal with right now?

·How many hours per week is your admin team spending on repetitive or manual tasks?

Under 5 hours

5–15 hours

15–30 hours

30+ hours (basically a full-time job)

·How much time does the owner spend on tasks someone else could handle?

Less than 5 hrs/week — pretty well delegated

5–15 hrs/week — more than I'd like

Half my week — I'm deep in day-to-day operations

Almost all of it — the business doesn't run without me

·Are there jobs or bids you pass on because your team can't keep up?

No — we can handle the volume we see

Occasionally — a few times a year

Regularly — at least monthly

Constantly — it's a real revenue problem for us

·How confident are you in your real-time job profitability?

Very confident — we track job costs in real time

Mostly — we review profitability monthly

Not really — we find out at year-end how we actually did

We have no real visibility into individual job margins

·How often do jobs go over budget or over time?

Rarely — we estimate well

Sometimes — a few jobs a month

Frequently — it's a consistent problem

Not sure — we don't track it closely enough

·How is your current close rate on estimates and proposals?

Under 25%

25–50%

50–75%

75%+

We don't track it

What's a specific situation where you lost a job or revenue that a better process might have saved?

Optional — examples like this help us spot quick wins.

What does a really bad week look like operationally?

Section 4 of 6

Your Current Tech Stack

Understanding what you already have helps us recommend what works alongside it — not what replaces it.

·Which field service or job management software do you use? (check all that apply)

ServiceTitan

Jobber

Housecall Pro

FieldEdge

BuilderTrend

Procore

QuickBooks

Excel / Google Sheets

ServiceMax

Workiz

Nothing formal — pen and paper

Other

Tell us more about the software you use — how long, and are you getting value from it?

E.g. "We've had Jobber for 2 years but only use it for scheduling, not invoicing."

What do you use for accounting / bookkeeping?

Do you use a CRM or any system to track leads and customer history?

Any other software — estimating tools, communication platforms, HR, payroll, etc.?

·How would you describe your overall comfort level with technology?

Beginner — I avoid it when I can, keep things simple

Basic — I use the essentials but don't go deep into features

Comfortable — I pick up new tools without much help

Advanced — I like digging into systems and optimizing how things work

·How satisfied are you with your current software setup overall?

Very satisfied — it works well for us

Mostly satisfied, but there are gaps

Frustrated — it doesn't do what we actually need

We barely use what we have — adoption is the problem

·Do you currently use any AI tools in your business?

No — haven't explored it yet

Just ChatGPT occasionally for writing

A few tools — experimenting but nothing systematic

Yes — AI is integrated into at least one area of our operations

·Do your field techs use smartphones or tablets on the job?

Yes — they use apps for most job-related tasks

Yes for calls and texts, but not really for work apps

Varies a lot by person

Mostly no — the crew isn't really into tech

·How comfortable is your team with adopting new software or digital tools?

Very resistant — our crew prefers to keep things simple

Mixed — some people are open to it, others aren't

Generally open if it clearly makes their job easier

Eager — we're always looking for better tools

·Do you have a website, and does it generate leads for you?

We don't have a website

We have one but it's basically a digital business card — no real leads

It generates some leads but we could get more

It's a meaningful lead source — we invest in SEO or ads

Any tools you've tried that didn't work out — and why?

Optional — very helpful so we know what to avoid recommending.

Section 5 of 6

Where You're Headed

This helps us recommend solutions that match your actual goals — not just what's technically possible.

·What's your primary goal for the next 12 months? (choose up to 2)

Win more bids and grow revenue without adding headcount

Get time back — the owner is too deep in day-to-day work

Reduce admin and back-office time so the team can focus on jobs

Stop missing after-hours calls and convert more leads

Scale from where we are to the next revenue tier

Improve the customer experience and earn more reviews

Build systems so the business can run without me in it daily

Get real visibility into job margins and profitability

·Where do you want the business to be in revenue in 2 years?

About where we are now — stability is the goal

25–50% growth

2x where we are now

3x or more — we're serious about scaling

·What's currently the biggest thing holding back that growth?

Not enough leads or new customers coming in

Can't hire or keep good people

Owner is the bottleneck — can't delegate enough

Our operations couldn't handle more volume right now

Cash flow and slow collections

Not sure — we haven't clearly identified it

·If you could fix one thing in your operation tomorrow — no budget constraints — what would it be?

·Have you explored AI or automation tools before?

Never really looked into it — this is new territory

Looked into it but didn't know where to start

Tried something but it didn't stick or deliver results

Have had some success and want to do more

·What's your biggest concern about adopting AI or automation?

Cost — not sure the ROI is there

Complexity — worried about the learning curve for my team

Disruption — don't want to break what's working

Not sure it actually applies to my specific type of work

Don't know where to start or who to trust

Not many concerns — I'm ready to move forward

·How quickly are you looking to make changes?

Just exploring for now

In the next 3–6 months

In the next 30–60 days

As soon as possible — this is a priority

·What's your rough budget mindset for an AI automation project?

Under $3K — just want to test the waters first

$3K–$8K for a targeted, quick-win build

$8K–$25K for broader operational improvement

$25K+ — we're ready for full transformation

Not sure yet — depends on what makes sense for our situation

Anything else you want us to know about your business before the call?

Section 6 of 6

Your Contact Info

Last step. Tanner will personally review your responses and reach out within 1 business day.

·First name

·Last name

·Company name

·Email address

·Phone number

Location (City, State)

How did you hear about WBS Solutions?

What happens next

We'll review your audit and reach out within 1 business day to schedule a 30-minute discovery call. We'll come prepared with specific ideas based on your answers.

Ready to submit?

Your responses are confidential. Tanner personally reviews every audit before reaching out.

Audit Submitted

Tanner will review your responses and be in touch within 1 business day.

WBS Solutions · AI Automation & Workflow Systems

[email protected] · 303-834-7791 · wbs-solutionsai.com

AI Readiness Audit forTrade Contractors