Home Services (HVAC / Plumbing / Electrical)
Higher Margins, Fewer Heroics for Home Services Owners
HVAC, plumbing, and electrical companies leak profit through poor dispatch, inaccurate quoting, weak job costing, and founder-dependent decision-making. We tighten the operational systems that drive margin and free the owner from the dispatch board.
Common Symptoms We See
If any of these sound familiar, the Scorecard will pinpoint exactly where profit is leaking and what to fix first.
Dispatch is reactive; technicians have uneven workloads
Job costing is inaccurate or done after the fact
Quoting is inconsistent across the team
Owner is involved in every estimate, schedule change, and escalation
No weekly scorecard; month-end profit is a surprise
SOPs exist in the founder's head, not on paper
What We Fix First
Ranked by impact. Implemented in the 30-day sprint.
1Optimize dispatch and technician scheduling for efficiency
2Implement real-time job costing and margin tracking
3Standardize quoting process across the team
4Build a weekly KPI scorecard (jobs completed, revenue, margin, callback rate)
5Document top SOPs and create training materials
6Delegate scheduling and quoting decisions away from the owner
Practical AI Quick Wins
Real workflows that remove toil and improve decisions. Not AI theater.
Estimate-to-invoice automation
Job costing dashboards with real-time margin alerts
Technician scheduling optimization based on location and skill
Automated review requests after job completion
Parts reorder alerts based on usage patterns
KPIs That Run the Business
These are the metrics we track weekly. When these move, profit moves.
Jobs completed per day/week
Revenue per job
Gross margin per job
Quote-to-close rate
Average ticket value
Callback / warranty rate
Technician utilization %
Dispatch efficiency
Customer acquisition cost
Days in A/R
Revenue per technician
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 services business?
Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan.