For roofing, HVAC, solar, construction and home services. AERM builds your commercial infrastructure — the portal, the sales process, the campaigns, the content — and operates it alongside you. Not another piece of software to manage. The engine that recruits, trains, and sells.
Most field-sales businesses lose more to these than to any competitor. We measure each one first — that number is what the system pays back.
Every failed hire burns a draw, burned leads, and owner hours training. Five hires, three left — that's real money gone.
A lead that comes in at 9pm and hears back the next day already called someone else. Almost no field business has this solved.
The gap between the close rate you have and the one you should have — multiplied by every lead — is the biggest number of all.
Built to how your trade actually sells — residential and commercial handled as first-class, separate realities.
Cost catalog and job-type templates, takeoff, Good-Better-Best proposals with e-sign and financing.
Every lead tagged to its source automatically — so you finally know which channel brings the profitable jobs, not just leads.
Estimated vs committed vs actual, margin fade, WIP and over/under-billing — the number that tells you if the profit is real.
Your top performer's method turned into a repeatable curriculum, so a new rep ramps in weeks, not quarters.
Paid campaigns to bring in both sellers and customers, with attribution wired back to closed jobs.
The MDS produces your social presence on autopilot — bilingual, always on-brand, built for your market.
One screen, segmentable by residential / commercial. The field never sees money; you see everything.
Can I make the next run?
What I'm owed / what's held.
Is the reported profit real?
Is future work sold?
Is the top of the funnel healthy?
Where is margin leaking?
Money left on the table now.
Expired sub COIs — open risk.
We build the system, then run it with you and get paid on results — not just a flat fee. Priced against what the problem is costing you, never against our hours.
Portal, sales process, and campaigns built to your business. The heavy lift.
We run the system, optimize the campaigns, and measure everything against attributed revenue.
A variable tied to closed jobs and sellers who stick — we win when you win. Month-to-month after year one.
We integrate, we don't replace. Already on QuickBooks or a construction tool? The system syncs with it. We're the engine that recruits, trains, and sells — not another ERP to rip and replace.
A working session to map the three leaks — turnover, response time, close rate — against your real numbers. You leave with the number whether or not we work together.