Business Tools & Resources

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Business Tools & Resources

Replace Guesswork with Data and Proven Guides

Stop wasting time reinventing the wheel. Our tools give you instant access to templates and dashboards that simplify daily operations and drive real results. We quickly help you solve problems including poor financial reporting, poor marketing efficacy, lost revenue from unclosed leads, and the admin burden of HR compliance.

Performance Dashboard: Track sales numbers, marketing, and operations in one place.

Best Practice Assessments: Benchmark your business against top-performing peers.

Marketing Templates: Plug-and-play ads, emails, and social media content.

HR & Recruiting Tools: Hiring guides, onboarding checklists, and retention resources.

What Our Members Say

Your website is head and tails above what others offer. The Service Nation is this huge repository of information about all phases of my business. I go to the Service Nation for information whenever I need it…24/7.

The no brainer for me were the ability to have an HR Specialist at my fingertips and the ability to use the graphics department as well… What we can have the graphics department create for us far surpasses our membership fee in value.

Joining SNA was one of the best things we ever did! They have given us the tools we needed to be more successful! We set goals, know our numbers, and are able to pay our bills early! Knowing your numbers is a huge part of running and understanding your business.

Improve your financial foundation and reporting

Get clear, accurate reporting so you can make confident, data-driven decisions. Our financial tools help you: Simplify your accounting and reporting, monitor performance in real time, and forecast and adjust with confidence

You get access to:

Performance dashboards and financial management tools for precise reporting and analysis
Performance Dashboard (“activity log”)
Best Practice Assessments
Reporting & Tracking Resources
Chart of Accounts templates
Budget Adjustment Calculator

Improve your marketing to promote huge growth

Strengthen your marketing, generate more qualified leads, and get professional-quality materials fast. Our marketing resources help you: Launch campaigns quickly with proven templates, maintain a consistent brand presence and build seasonal and evergreen promotions that actually produce calls and leads

You get access to:

Ready-to-use marketing templates and promotional tools
Marketing Templates
Social Media Graphics Library
Advertising Best Practices Library
Seasonal Campaign Packages
Marketing-specific Advisory Calls
Custom In-House Designs
Private labeling

Recoup lost revenue

Stop letting unclosed work and missed follow-ups drain your profits. Our tools and strategies help you: Track open opportunities, build consistent follow-up processes, and recover revenue that would otherwise slip away

You get access to:

CRM tools to keep opportunities visible and organized
Follow-up strategies that keep your team accountable
Follow-up Coordination Services, after-hour services, call centers, etc. (rebate partners)

Address and correct high turnover

Reduce turnover, protect your business, and streamline your staffing process. Our HR and recruiting resources help you: Stay compliant and reduce legal risk, hire better people, faster, and build clearer roles, expectations, and policies.

You get access to:

HR and recruiting tools that simplify compliance and staffing
HR & Recruiting Tools
Recruiting Path & HR Tools
Job Descriptions Template
RecruitingPath (Exclusive Service/ATS)
Complimentary HR Services (CES)
HR – Writing Policies and Procedures training

Create standardized processes and improve operations

Turn your business into a system that runs consistently, whether you’re on-site or not. Our operational tools help you: Standardize how your team works. Improve consistency and quality across every department, and build repeatable systems and playbooks for growth

You get access to:

Best practice assessments and operational templates that standardize processes
Best Practice Assessment
Operational Templates
Business Format Manual
Operations Manual
Checklists

Frequently Asked Questions

How can I stop wasting money on marketing that doesn't work?

Use ready-to-use marketing templates and the Performance Dashboard to track KPIs, allowing you to measure effectiveness and address issues like digital visibility failures and high cost per lead (CPL).

What tools are available to improve financial visibility?

Performance dashboards provide exact reporting, forward-looking financial forecasting, and KPI tracking, helping resolve issues like inaccurate accounting setups and delayed reporting.

How does the organization help with HR and staffing?

HR & Recruiting Tools provide resources like hiring guides and compliance support to address administrative burdens, bad hires, and legal liability exposures.

The Service Nation Difference

Real Contractors. Real Results. Real Growth.

You don’t have to figure it all out alone. Service Nation gives you the blueprint, community, and support to grow faster, hire smarter, and lead better.
Thousands of contractors have used these benefits to transform how they run their businesses, and you can, too.