All vendor names, pricing ranges, and category claims here are real and verified at build time. The curation logic is what each Pulse subscriber receives, tailored to their business.
Pulse · Quarterly Re-Audit · Sample
Quarterly Re-Audit — May 2026
What changed in 90 days for a representative residential plumbing shop: 12 employees, $2.3M revenue.
Setup
Three months ago, this residential plumbing shop ran its first Delegate audit. The original report (dated 2026-02-05) identified seven automation opportunities and a 90-day implementation roadmap. Pulse refreshed the audit automatically last week (2026-05-05). Here’s what changed and why.
The refresh runs against the latest Pulse tool catalog, applies your original task scoring, and re-derives the recommendations. It also cross-references implementation status — if you completed Week-1 actions, those drop out of the new roadmap; if you didn’t, they re-surface with refreshed cost and effort estimates.
Headline numbers
Original ROI estimate
$84,000/yr
Refreshed ROI estimate
$102,000/yr
Net change
+$18,000/yr
What drove the delta: tool-catalog updates this quarter pushed two changes that fit this business specifically — Numa’s now-GA ServiceTitan integration, and Ramp’s AP automation displacing a paid line item from the original plan. Net effect: more recovered hours and lower stack cost than the original audit projected.
Tool recommendations — diff view
✓ Added (2)
New tools that emerged in the catalog and now match this business.
Numa
Numa's ServiceTitan integration is now generally available. The original audit flagged after-hours call capture as opportunity #2 but recommended Smith.ai at the time. With the same-vendor integration in place, Numa becomes the better fit for a residential plumbing shop already running ServiceTitan: tighter data flow and category pricing that's competitive with the alternatives.
Ramp Bill Pay AI
Ramp's AI bill-pay categorization handles a large share of vendor invoices for trades businesses without human review. For shops the original audit pointed at Bill.com for AP automation, Ramp now offers a meaningfully cheaper path with similar workflow benefits — worth re-shopping rather than continuing the planned Bill.com migration.
✗ Removed (2)
Tools the original audit recommended that no longer make the cut.
GoHighLevel (replaced)
GoHighLevel's pricing on the SaaS-mode tier moved up enough this quarter that the marketing-automation use case the original audit identified is better served by a HubSpot Starter + Mailchimp combination — near-feature-parity for an SMB at materially lower cost.
Otter.ai Free
Otter's current free plan is 300 minutes per month with a 30-minute per-meeting cap. The original audit relied on Otter Free for service-call meeting notes; the per-meeting cap means a typical consultation gets cut off mid-conversation. Switched the recommendation to Granola — the audit's 90-day plan now reflects this.
↻ Updated (3)
Still recommended, but with new pricing or new plan structure.
ServiceTitan
Update: ServiceTitan tightened per-user pricing this quarter and consolidated several add-ons (AI Dispatch among them) into a higher-tier bundle. ServiceTitan is quote-based and does not publish a public per-seat price, so confirm specifics with your AE.
Net: Net for this 12-person shop: a slight base-plan increase, partially offset for shops that were already paying separately for AI Dispatch. ROI estimate adjusted accordingly.
Housecall Pro
Update: Housecall Pro continues to expand its AI feature set, including a voice-receptionist module that reduces the case for layering on a separate Numa subscription for shops already on the higher Housecall Pro tiers. (Doesn't apply directly here — this sample shop is on ServiceTitan.)
Net: No impact on this audit; flagged for completeness so the operator sees the option exists.
QuickBooks Online + Live
Update: Intuit continued iterating QuickBooks Live's onboarding and pricing. For shops over $1M in revenue, the current incarnation is a usability improvement worth the trade-off if you were considering a switch — but verify your current rate via QuickBooks' published pricing page before committing.
Net: Marginal impact on this audit. Hours-recovered estimate is unchanged.
Roadmap shift
The original 90-day plan stays mostly intact — most of the work was on things that haven’t materially changed (dispatch tightening, QuickBooks Live close). What did change:
Weeks 1-4
Original plan
- Set up ServiceTitan AI Dispatch (add-on)
- Migrate AP from spreadsheets to Bill.com
- Implement Smith.ai for after-hours call capture
Refreshed plan
- Activate ServiceTitan higher tier — AI Dispatch is now bundled rather than purchased as a separate add-on
- Migrate AP to Ramp Bill Pay AI (replaces planned Bill.com setup at lower cost)
- Implement Numa for after-hours call capture (replaces Smith.ai — same-vendor integration with ServiceTitan)
Weeks 5-8
Original plan
- Roll out QuickBooks Live for monthly close
- Set up Mailchimp for review-request automation
Refreshed plan
- Roll out QuickBooks Live — same plan, current iteration has a smoother onboarding
- Replace planned Mailchimp setup with HubSpot Starter + Mailchimp combo (now justified by GoHighLevel price increase)
Weeks 9-13
Original plan
- Otter.ai Free for sales-call notes
- Tighten dispatch-to-tech communication via ServiceTitan SMS
Refreshed plan
- Granola for sales-call notes — Otter Free's 30-minute meeting cap doesn't fit a typical service-call consultation
- Same dispatch tightening — unchanged from original plan
Implementation status check
Pulse asks about the original roadmap items, then re-estimates if you’re behind. Each question maps to one specific Week-N action from your original plan.
Did you deploy ServiceTitan AI Dispatch (Week 1-4 in your original plan)?
If not yet: the new tier consolidates it into the bundle, so deploying now should be no more expensive — and possibly cheaper — than it was three months ago. Estimated weekly hours recovered remain in the original audit’s range.
Did you finish the Bill.com AP migration (Week 1-4)?
If you started but didn't finish: pause. Ramp Bill Pay AI now offers a similar workflow at lower cost, with strong automated categorization. Switching mid-migration costs a few hours and saves a recurring monthly line item.
Did you sign up Smith.ai for after-hours call capture?
If yes and the contract is annual: keep it through your renewal date — Smith.ai's hybrid AI-plus-human model still has a quality edge for high-stakes calls. If it's month-to-month: switch to Numa for the ServiceTitan integration depth.
Cost re-estimate
Original monthly stack
$2,640/mo
Refreshed monthly stack
$2,850/mo
Net change
+$210/mo
Stack cost rose modestly (+$210/mo) as a couple of vendor pricing moves nudged the base higher. The added recovered-hours value ($18,000/yr) more than compensates — roughly a 7× return on the added monthly spend.
This refresh runs every 90 days, automatically, with Pulse. The full re-audit lands in your audit page (same URL as your original audit) and highlights every delta. You also get a monthly tool-update digest on the 1st of each month — see what that looks like.
Subscribe to Pulse — $19/mo →Pulse becomes available after a paid Delegate audit ($149). Cancel anytime from your audit page.
Sample illustrates the Pulse v2 quarterly re-audit format. Recovery numbers, tool list, and roadmap reflect a representative — not real — residential plumbing shop.