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Analytics for HVAC, plumbing, and electrical contractors
Your field service platform collects everything. We turn it into dashboards that show which jobs, technicians, and service agreements actually make money.
Where reporting usually breaks down
Revenue is up, margin isn't
Callbacks, overtime, and discounting eat into jobs that look profitable on the invoice.
Technician performance is a guess
Without comparable numbers, coaching and pay conversations run on impressions.
Membership programs run on faith
Renewals, visit completion, and member spending are hard to see in one place.
Metrics we build dashboards around
A starting point. Every business gets its own mix.
Operations
- Revenue per technician and truck
- Callback and recall rate
- First-time fix rate
- Average ticket by job type
- Billable versus paid hours
Sales and growth
- Call-to-booking rate
- Replacement close rate
- Membership renewals
- Lead source return
- Seasonal demand patterns
Systems we commonly connect
Most home service companies run on a field service platform plus accounting software. We commonly work with ServiceTitan, Housecall Pro, Jobber, and FieldEdge alongside QuickBooks and Sage, and add marketing and call tracking data when it matters.
Services that fit
Dashboards built around the decisions your team makes every week.
Automated data movement into one central, historical warehouse.
Ongoing support so reporting keeps running and growing.
Common questions
Have a different question? Ask us directly.
Doesn't our field service software already have reports?
It does, and some are good. The gap is combining it with accounting, payroll, and marketing data, and answering questions the built-in reports weren’t designed for.
Are we big enough for this?
If you run several trucks and the owner can’t see margin by job or tech without asking someone, you’re likely big enough.
Can dashboards account for seasonality?
Yes. Year-over-year and seasonal comparisons are standard, so a slow spring isn’t mistaken for a bad one.
Start with a data audit
We’ll review your systems and current reports. You’ll leave with a clear plan for what to build first, whether we build it or not.
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