Home & Commercial Services (HVAC, Plumbing, Electrical, Janitorial)

Higher Margins, Fewer Heroics for Home & Commercial Service Owners

Most Home Service owners are elite technicians trapped in the office seat. When you are managing dispatch, chasing unbilled parts, and fighting scheduling fires, the business is not scaling — it’s just vibrating. We apply a Surgical Operator Approach to get you off the tools and into the owner seat by automating the friction between the field and the front office.

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Common Symptoms We See

If any of these sound familiar, the Scorecard will pinpoint exactly where profit is leaking and what to fix first.

Owner is stuck managing dispatch, scheduling, and billing instead of growing the business
No visibility into which crew or truck is actually profitable
Manual scheduling and callbacks are a massive time drain on office staff
Parts used on-site go unrecorded; invoicing is delayed, bleeding 5-10% of margin
No weekly scorecard for job profitability, technician productivity, or close rates
SOPs live in the owner’s head; training is inconsistent across crews

What We Fix First

Ranked by impact. Implemented in the 30-day sprint.

1Install real-time Vitals Dashboards tracking job costs, travel time, and margin per technician
2Implement automated dispatching and AI-driven customer notifications to reduce office labor by up to 40%
3Build a seamless automated bridge from the field tech’s tablet to accounting software for instant billing
4Set up a weekly KPI scorecard (profit per crew, dispatch efficiency, close rate, callback rate)
5Document top SOPs for quoting, dispatch, job completion, and invoicing
6Delegate scheduling and quoting decisions away from the owner

Practical AI Quick Wins

Real workflows that remove toil and improve decisions. Not AI theater.

Automated dispatching with smart route optimization
AI-driven customer appointment notifications and confirmations
Field-to-invoice automation eliminating manual data entry
Job costing dashboards with real-time margin alerts per crew
Automated review requests after job completion
Parts reorder alerts based on usage and lead times

KPIs That Run the Business

These are the metrics we track weekly. When these move, profit moves.

Profit per crew / truck
Revenue per technician
Jobs completed per day
Average job margin %
Quote-to-close rate
Dispatch efficiency (travel time vs job time)
Callback / warranty rate
Average ticket value
Customer acquisition cost
Invoice cycle time
Days in A/R
Customer satisfaction score

What You Get in 30 Days

0-100 Scorecard across 5 focus areas with evidence-based notes
Top 10 Fixes ranked by impact for your specific business
90-day execution plan with owners, weekly metrics, and meeting rhythm
1-3 practical AI workflows deployed and adopted by your team
Weekly operating cadence and dashboards that stick
"No-heroics" playbook so the business runs without the founder in every room

Ready to make margin obvious in your home & commercial services business?

Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan.

Book the Scorecard Call