Your Data Is Telling You Where Money Is Going. Are You Listening?
Most trades and field service providers have a significant amount of data that is under-utilized. Profit leakage sits within your TMS, WMS, ELD, fuel cards, and labor data. We connect all of it into one dashboard, surface the patterns costing the most, and become your ongoing data partner. You stay in control of every decision. That way, you make sure you’re making decisions with the right information.
What Your Data Is Hiding
JOB PROFITABILITY & TRUE LABOR COST
Actual profit per job, after labor burden, drive time, parts cost, callbacks, and overhead almost never gets calculated until tax season. We show you true margin by job type, technician, and customer.
CALLBACKS, REWORK & WARRANTY COST
Every callback is a free job you didn't plan for. We identify the exact job types, technicians, and parts combinations driving repeat visits and put a dollar amount on each one.
TECHNICIAN UTILIZATION & DISPATCH EFFICIENCY
Billable hours as a percentage of available hours is the single most important efficiency metric and most owners don't know theirs. We connect dispatch data to show true utilization by technician and territory.
SERVICE AGREEMENT INTELLIGENCE
Service agreements are the highest-margin revenue in any trades business and the most underanalyzed. We track true cost-to-serve per agreement and renewal risk by customer.
Five Steps to Full Trades & Field Service Visibility
01
UNDERSTAND
How your systems operate and where decisions are made
02
CONNECT
Bring together outputs from across systems into a unified view
03
SURFACE
Reveal gaps, inconsistencies, and where performance is being impacted
04
CLARITY
Translate data into insight your team can act on
05
SUSTAIN
Provide ongoing support to maintain and improve results
FAQ
Do you understand how trades businesses actually run?
We understand the financial and operational structure of trades businesses, how revenue flows through jobs, how labor is allocated across crews, where material costs get absorbed, and why it's so hard to see true profitability at the job level when your information is spread across a job management system, QuickBooks, and a spreadsheet. We're not here to tell you how to run your crews. We're here to build a Clarity Engine around your business's data so your Performance Map shows you clearly what's working, what's costing you, and where your margin is actually going.
Our information is spread across systems, spreadsheets, and notes, is that a problem?
That's the standard starting point for most trades businesses we work with. ServiceTitan or Jobber alongside QuickBooks, plus spreadsheets for everything neither handles well. We build the Clarity Engine from all of it. You don't need to consolidate anything before working with us.
Do we still make the decisions, or are we expected to follow your recommendations?
You always make the decisions, that's not a caveat, it's the design. Your Performance Map surfaces what the data shows. What you do with it is entirely yours. If we find a specific customer or job type is consistently underperforming, we show you the numbers. You decide whether to reprice, walk away, or change how you're estimating. We give you the picture. You run the business.
Do we need someone technical on our team to manage this?
No. We own the Clarity Engine, the integrations, the data pipeline, the ongoing maintenance. Your Performance Map is built to be read by the person running the business, not an analyst. No technical background required.
We already use software for jobs, invoicing, and scheduling, what would this add?
Your job management system tracks jobs. Your invoicing system tracks billing. Your scheduling tool tracks who's where. But none of them show you how those things connect. Your Clarity Engine ties them together so your Performance Map shows whether the jobs you're winning are actually profitable once labor and materials are fully accounted for, which crews are driving margin, and where your estimates are consistently off from actuals.
Can this help us understand which jobs are actually profitable?
Yes, and this is the most common gap we find in trades businesses. Gross revenue looks healthy, but true job-level profitability is harder to see once labor hours, materials, and overhead are allocated correctly. Your Performance Map shows true margin by job, by job type, and by customer, so you're not growing the parts of your business that are actually losing money.
