Everything you might want to know.

Mistec Workflows designs and builds operational systems for home service contractors — the workflow that runs underneath your business. We unify your inbound channels (calls, forms, SMS), automate lead response and qualification, route work to the right people, follow up on estimates, manage customer communications, and reactivate dormant customers. Think of us as the operational architecture that connects your existing tools and runs the work your team can't keep up with manually. We're not a marketing agency. We're not a software company. We're workflow architects.

A marketing agency runs ads to drive traffic to your business. We don't. A marketing agency manages your social media, writes blog posts, and optimizes your SEO. We don't. We focus exclusively on what happens after a lead enters your system — capture, response, qualification, scheduling, follow-up, and retention. Marketing fills the funnel. Mistec is what runs the operation.

We work with home service contractors running 5–40 technicians and $1M–$20M+ in annual revenue. Our core trades are HVAC, plumbing, electrical, and garage door — but we also serve multi-trade operations and similar dispatch-based businesses. If your operation runs on inbound demand, scheduling, dispatch, and follow-up, we can probably build for it. If you're a solo operator with no support staff, we're not the right fit yet — we'll tell you that on the audit call.

No. The system runs in the background. Your team doesn't need to become technical experts to operate it. Most clients spend less than 30 minutes a week interacting with the system directly — the rest of the time it's running automatically. We train your team on the parts they need to use, and that's it. CSRs learn the customer-facing pieces. Dispatchers learn theirs. Owners get the high-level dashboard view. Nobody sits through a four-hour training on features they'll never touch.

Probably not. Most of our clients already use field service software like ServiceTitan, Housecall Pro, Jobber, or similar tools — and that's fine. Mistec doesn't replace those tools. We connect them, automate the gaps between them, and add the operational layer they don't have on their own. If you're using a tool that won't integrate cleanly, we'll tell you on the audit call — and we'll give you an honest recommendation about what to do next.

You'll work directly with Darryk Patton — founder of Mistec Workflows and the architect on every build. Darryk has 30 years inside service operations, watching the same patterns break down: missed calls, slow follow-up, dead estimates, dispatch chaos. Mistec was built to fix what he watched go wrong for three decades. There are no account managers, no sales reps handing your project off to a junior team. When you hire Mistec, you work with the person who designs and builds the system.

The audit is a free 30-minute call where we review your current operation. We look at where leads come in, what happens to them in the first 60 seconds, where the handoffs break down, and where revenue is leaking. You walk away with three things: a clear picture of where your operation is bleeding revenue, a prioritized list of what to fix first, and an honest answer about whether Mistec is the right fit. There's no pitch. If we're a fit to work together, great. If not, you walk away with the diagnosis anyway.

Build time depends on the tier you choose. Response (Tier 1) takes 7–10 days from kickoff to live system. Operations (Tier 2) takes 14–21 days. Control (Tier 3) takes 21–30 days. Custom builds run 30–60 days depending on scope. Onboarding starts the day setup is paid, and we keep you updated throughout the build — no black box, no vague "we're working on it."

Yes. During onboarding, we'll need access to your current intake channels (phone numbers, web forms, SMS), your existing CRM or field service software, and your customer database if you want to use the Database Reactivation Engine. We'll walk you through the access requirements step-by-step and never request anything we don't actually need. All client data is handled with strict confidentiality and never shared.

Response (Tier 1) handles lead capture, response, and basic qualification — built for shops where the main pain is missed calls and slow follow-up. Operations (Tier 2) adds dispatch, scheduling, estimate follow-up, and reputation management — built for shops running the full job lifecycle. Control (Tier 3) adds database reactivation, multi-trade routing, advanced reporting, and ongoing optimization — built for established operations where workflow performance directly drives margin. The audit call helps determine which tier solves your specific bottleneck.

Yes. Most clients start at Operations (Tier 2) and upgrade to Control (Tier 3) within 90 days once the system is running. Upgrades are simple — you pay the difference between setup fees plus the new monthly rate going forward. Individual modules can also be added à la carte after onboarding. We don't lock you into features you don't need yet, and we don't charge you for capabilities you're not using.

Onboarding is structured in three phases. First, we run a kickoff call to map your operation in detail and finalize the build specs. Second, we build and configure the system — pipelines, automations, custom fields, integrations, branded portal, communications. Third, we train your team. CSRs, dispatchers, and owners each get role-specific training on what they need to use. We test every workflow before handoff, and we tune the system actively for the first 30–90 days based on how your real operation uses it.

The setup fee covers the build — pipelines, automations, custom fields, integrations, branded portal, training. Two to four weeks of dedicated work depending on tier. The monthly retainer covers the system running, optimization, support, and platform infrastructure. Most contractors recover the setup fee in the first 30–60 days through recovered missed leads alone. The setup fee isn't optional — it protects the time and depth of the build.

Communications usage (SMS, phone, AI conversations, email) is billed separately at cost+10% through a prepaid wallet — typically $97–$197/mo depending on your call volume. This keeps the retainer predictable and lets your usage scale with your business. Paid ads spend, third-party software subscriptions you bring in, and outside development work are also separate. We'll tell you upfront what your typical monthly all-in cost will look like during the audit.

Monthly retainers are month-to-month after a 90-day initial commitment that protects the build investment. Annual plans lock pricing and save two months. After the initial 90-day period, you can cancel anytime — no penalty, full data export, no questions asked. We don't believe in retention through contract lock-in. If the system isn't working for you, we'd rather know and fix it than bill you for unhappy months.

We accept ACH bank transfer (preferred) and major credit cards through Stripe. Setup fees are charged at kickoff. Monthly retainers are billed on the first of each month. Annual plans are billed in full at signing. All payments are processed securely and you'll have access to your billing history through your client portal.

Setup fees are non-refundable once the build has started — we're putting dedicated time into your system and can't recover those hours. However, if we determine during the audit or kickoff that we're not the right fit, we'll refund any payment made. Monthly retainers are charged for service rendered; we don't refund partial months, but you can cancel anytime after the 90-day initial period and not be charged again.

The Workflow Audit answers exactly that question. We'll review your current operation, identify the highest-impact gaps, and give you an honest recommendation about which tier solves them. We don't upsell — if Tier 1 covers what you actually need, we'll say so. If your operation is too complex for the standard tiers, we'll tell you about the Custom track. The goal is to match the system to your real bottleneck, not to maximize what you pay.

Every tier includes a real support window post-launch. Response (Tier 1) includes 30 days of email support and post-launch tuning. Operations (Tier 2) includes 60 days of priority email and chat support, plus two strategy calls. Control (Tier 3) includes 90 days of dedicated architect access plus ongoing quarterly workflow audits as part of the monthly retainer. After the included support window, ongoing support is built into the monthly retainer at every tier — you're never on your own.

You report it through the support channel for your tier — email for Tier 1, priority email/chat for Tier 2, direct line for Tier 3 — and we troubleshoot it. Most issues are resolved within 12–24 hours. Critical workflow failures (the kind that affect lead capture or dispatch) get same-day attention. The system runs on stable, enterprise-grade infrastructure, so true breakdowns are rare — most "issues" are actually configuration tweaks or training gaps we resolve quickly.

Yes. Small adjustments — updating message templates, adding pipeline stages, tweaking automation timing — are included in your monthly retainer. Larger changes (new workflows, additional modules, custom integrations) are quoted separately as upgrades or add-ons. We don't nickel-and-dime you for normal optimization, but we also don't include unlimited custom development in the base tier. The Quarterly Workflow Audit (Tier 3) is where major optimizations naturally happen.

Upgrades to a higher tier require paying the difference between setup fees plus the new monthly rate going forward — no penalty, no rebuild. Add-on modules can be layered onto any tier and are quoted as one-time setup plus a small monthly increment. You'll find the full add-on module list on our pricing page, and we'll talk through which ones make sense for your operation as you grow. Most clients add 1–2 modules within their first 6 months.

We stay involved. The system runs automatically, but workflow architecture isn't truly "set and forget" — operations change, businesses grow, new bottlenecks appear. Tier 3 includes quarterly workflow audits where we actively review performance and recommend optimizations. Tier 1 and Tier 2 clients can add quarterly strategy sessions as a standalone module. We're a partner, not a vendor.

If you cancel, you get a full data export — your contacts, conversations, pipeline history, custom fields, and reports. Your branded portal is deactivated, but the underlying customer relationships and historical data are yours to keep. We don't hold your business hostage. If you ever want to come back, your previous build remains documented and we can reactivate or migrate to your new platform of choice.