What We Do

Home Services Business Analytics Built for Contractors Who Run on Tight Margins

Four home services business analytics engagements — each one designed to turn a specific data problem into a decision advantage. Use one, or build them together into a complete intelligence system.

Most home services businesses are sitting on more data than they realize — spread across field service software, QuickBooks, and spreadsheets that never quite talk to each other. The problem isn’t a lack of data. It’s that the data isn’t connected, cleaned, or presented in a way that drives decisions at the job level. That’s the gap we close. According to industry research on contractor profitability, most field service businesses lack visibility into true job-level margins — which means pricing, staffing, and service mix decisions are being made on guesswork.

For many home services contractors, this is the financial and operational layer a fractional CFO would provide — without the $5,000/month retainer for someone whose background is accounting rather than field service analytics. Our four core offerings are built to change that, starting wherever your business needs it most.

Four Engagements

BI Dashboards for HVAC & Home Services

Your field service software tracks everything — but surfaces almost nothing useful. We build custom dashboards that pull technician performance, job margin, callback rates, and revenue trends into a single live view you can act on. No more logging into three platforms to answer one question about last month’s numbers. One source of truth, updated automatically, accessible to whoever needs it.

Technician performance
Job margin visibility
Revenue trends
Callback tracking
ServiceTitan + QuickBooks

Job Costing Analytics for Home Services

Most HVAC and plumbing owners know their revenue. Few know which jobs, technicians, or service lines actually make money once labor, parts, drive time, overhead, and callbacks are fully accounted for. We build the system that shows you — at the job level, not just the month level. Price more confidently, focus on high-margin work, and reward the technicians who actually drive profitability.

True job profitability
Labor cost breakdown
Service line ranking
Overhead allocation
Technician-level margin

Customer Acquisition Analytics

Connect your marketing spend to closed revenue. We create reporting that shows you cost per acquired customer by channel — social, organic, referrals, paid ads — which channels drive the highest rates of repeat business, and where your ad budget is quietly leaking margin. Whether you’re running Google Local Service Ads, door-to-door, or referral programs, you’ll know exactly what each channel is returning in booked jobs and collected revenue — not just clicks.

Cost per acquisition
Channel attribution
Repeat customer rate
Ad spend efficiency
Booking rate by source

Operational Data Capture for Home Services

Dashboards are only as good as the data going in. Most home services businesses have inconsistent field data — missing job types, unmapped technicians, incomplete timestamps. We audit your current capture process, identify every gap, and work with your team to fix how data gets recorded at the point of work. The result is clean, consistent data flowing into every report you run so your numbers tell a story you can trust.

Field data audit
Capture process design
Software configuration
Team training
Data quality monitoring

How It Works

How Our Home Services Business Analytics Engagements Work

Whether you’re starting with one service or building a full intelligence system, this is how we work.

Audit What You Have

Every business has different software, different fields, different gaps. We review your actual data — ServiceTitan, Housecall Pro, QuickBooks, spreadsheets — before recommending anything. No generic frameworks applied blind.

Fix What’s Broken

A dashboard built on inconsistent data is worse than no dashboard. We address data capture gaps, field process issues, and software configuration problems before building any reporting layer on top.

Build the Decision Layer

Clean data, connected systems, and a reporting layer that tells you exactly where margin is made and lost — by job, by technician, by service line, and by channel. Actionable insights, not more noise.

Right Fit

Who We Work Best With

Our home services business analytics engagements are designed for a specific type of contractor. The fit matters — for both sides.

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$1M+ in annual revenue. You have enough operational complexity that the data questions are real and the answers are worth building for.

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Already using field service software. ServiceTitan, Housecall Pro, Jobber, or similar. We work with what you have — we don’t require a platform switch.

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Owner-operated or recently transitioned to management. You’re ready to make decisions from data rather than gut feel — or you’re trying to reduce personal dependency on the business.

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HVAC, plumbing, electrical, mechanical, or adjacent trades. Including roofing, decking, foundation, flooring, general contracting — anywhere field dispatch, job costing, and technician performance are central to the business.

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Considering a sale or PE exit in the next 3–5 years. Clean financial data and documented operational systems directly increase your valuation multiple.

Not the Right Fit

When We’re Probably Not Your Answer

We’d rather tell you upfront than waste your time or ours.

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You need basic bookkeeping or tax preparation. That’s a CPA or bookkeeper — not us.

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You’re under $500K in revenue and don’t yet have consistent field service software usage. The data foundation isn’t there yet.

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You want someone to manage your marketing campaigns. We analyze acquisition data — we don’t run ads.

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You want a generic business coach with a one-size-fits-all framework. Everything we build is specific to your operation and your data.