Welcome to the Home Services Dispatch. Read the Founding Letter for an overview of what you can expect each week.
In Brief
Does your ad agency really care about your business? If the digital marketing agency you’re paying doesn’t understand your customers or how your firm operates, it’s time to make some changes.
Lead generation isn’t the goal. Your focus should be on prediction, speed, and control. The operators who are winning aren’t reacting: they’re investing in systems that forecast demand, respond immediately, and turn customer data into operational leverage.
Raising the roof: 1% Holdings, Nations Roof, and Solvane Group are building up roofing and restoration platforms, extending their coverage.
The View from Jay Street — By Daniel Egan
Digital ad agencies are all the same.
Every performance marketing agency in 2026 is basically identical. They use the same tools, run the same software, and read the same forums. They all operate at the mercy of Google’s black box of ever-changing algorithms and bureaucracy. Technically, nothing separates them. They offer a commodity service. They all know it.
What distinguishes the adequate from the world-class isn't technical skillsets or a secret bidding strategy. It’s how well they know your customers and understand your business.
I've vetted dozens of agencies all claiming to specialize in home services. The best ones seek to gain a deep understanding of how you operate and how your customers think. Advertising for HVAC is distinct from custom trex decking or roof repair. An agency that doesn’t cater its approach to your business and your customers will burn your budget on campaigns that look good on paper but fail to deliver efficient results.
The best agencies, like employees, are proactive. If yours isn't, the fix is simple. Insist that your account reps camp out at your business for a week. Make it a recurring requirement.
- Have them listen to customer calls.
- Show them your booking and dispatch processes.
- Put them in a truck with your technicians.
- Let them observe your sales process.
- Force them to see your scheduling constraints and staffing realities.
- And if they’re really ambitious, have them call your competitors.
Beyond operational knowledge, they must understand what your customers experience in the lead up to needing your service. What goes through their mind before searching for what you offer? What emotions do they experience? What words do they use? What characteristics are they looking for in the company they will contact?
Beware of the “curse of knowledge”. Although your operations staff might call the garage door motor assembly "the head,” the customer calls it "the opener." You become invisible to buyers if you’re constructing ad keywords from technical jargon. While there’s value in an ad agency that’s deeply knowledgeable about your operations, those crafting the ad campaign need to think like customers.
And a world-class strategy doesn't stop at keywords; it integrates the strategy directly into your operations. If your job boards are already full, the ad dollars you spent generating leads you can’t fulfill are wasted.
A great agency calibrates your ad spend to match your dispatch capacity. Using historical data and seasonal awareness, they help you anticipate demand spikes so you can staff up appropriately, rather than blindly increasing the daily budget. An ad agency becomes a true partner when their lead generation aligns with your operational reality. Anything less, and your agency is just placing ads.
Test your agencies this week with two questions:
- What’s a typical customer's story before they search for a service pro?
- How does our operational capacity alter your ad spend strategy?
If they can’t answer both, you have a problem.
Daniel Egan
Daniel Egan is the founder of Jay Street Consulting. He has over a decade of experience in the residential services sector. As part of a fast-growing, institutionally-run platform, he helped lead the business into a nine-figure exit. He has built teams, managed agencies, and learned firsthand what drives enterprise value–and what quietly erodes it.
Operator’s Edge
There’s more to life than just generating leads.
We all know that the first credible contractor to respond usually has the best chance of winning the job. Contractors need local visibility, clean conversion paths, healthy review counts, fast mobile pages, click-to-call, and intelligible reporting. But all of these are just table stakes.
The home services contractors that are moving from scheduled maintenance and reactive repair toward connected systems, remote monitoring, and AI-assisted diagnostics are investing in a probabilistic edge. Connected equipment can flag risk sooner, help prioritize dispatch, and reduce emergency work, all of which give customers a clearer reason to approve service before the need to repair a failure.
Growth equity understands this advantage, and it’s why rolling-up home services brands makes so much sense: push operators toward denser market presence and sophisticated technological integration. On-demand home services data shows the smaller digital marketplace layer growing quickly, from $3.71 billion in 2021 to a projected $14.7 billion by 2030. That gap matters. The trade work itself is massive, but the digital layer that controls discovery, booking, payment, and customer communication is still expanding.
There’s a real edge for operators here. Marketing, dispatch, CRM, reviews, connected equipment, and service history shouldn’t live in separate silos. The best operators will treat demand generation and service execution as one system: predict the need, show up first, explain the value clearly, and capture the relationship before the next competitor gets the call.
The Deal Sheet
Solvane Group completed a $50M asset acquisition of the Evolve Restoration platform, which merges Evolve’s storm damage restoration and roofing services with Solvane’s existing Restore Medics USA portfolio. The deal creates a national platform covering damage remediation across more than 35 markets in the US, Canada, and Australia.
Mobile-based Nations Roof acquired Grizzly Commercial Roofing headquartered in Lafayette, Louisiana. The purchase expands Nation Roof’s presence in the Gulf Coast and adds capacity for its national account programs. Grizzly will continue to operate under its own name as “a Nations Roof Company.” This is the fourth acquisition for Nations within roughly the past year.
1% Holdings launched a new platform–the Roofing Collective–for acquiring and scaling roofing businesses across the US. The platform aims to roll-up businesses with between $5M and $20M in annual revenue. The initiative aims to develop roofing companies into scalable platforms. The Roofing Collective extends Phoenix-based 1% Holdings’ existing home services play into the roofing sector.