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 data-driven decision advantage. Use one, or build them together into a complete intelligence system.

Most home services businesses including HVAC, plumbing, and electric and mechanical contractors 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/home service businesses lack visibility into true job-level margins — implying that pricing, staffing, and service mix decisions are being made on the basis of guesses. Our four core offerings are built to change that, starting wherever your business needs it most.

BI Dashboards for HVAC & Home Services

Your team uses the software religiously and your field service software tracks everything — but ultimately 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 different platforms to answer one question about last month’s numbers. You get one source of truth, updated automatically, accessible to whoever needs it.

Technician performance
Job margin visibility
Revenue trends
Callback tracking

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. That means you can price more confidently, focus on increasing high-margin jobs, cut underperforming work, and reward the technicians who actually drive margin.

True job profitability
Labor cost breakdown
Service line ranking
Overhead allocation

Customer Acquisition Analytics

Connect your marketing spend to closed revenue. We create the reporting that shows you cost per acquired customer by channel (social by platform, organic, referrals, paid advertising, among others), 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 actually returning — not just clicks, but ultimate booked jobs and collected revenue.

Cost per acquisition
Channel attribution
Repeat customer rate
Ad spend efficiency

Operational Data Capture for Home Services

Dashboards are only as good as the information that goes into them. Most home services businesses have inconsistent field data — missing job types, unmapped technicians, incomplete timestamps. We audit your current data capture process, identify any gaps, 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 data tells a story — and you can stop second-guessing your own numbers.

Field data audit
Capture process design
Software configuration
Team training

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

BI Dashboards for HVAC & Home Services

Job Costing Analytics for Home Services

Customer Acquisition Analytics

Operational Data Capture for Home Services

Not sure which home services business analytics solution fits you? Let’s look at your data together.