Field Services · HVAC
Your dispatch platform runs your branches. Your decisions still run on spreadsheets.
You have 8, 15, or 30 branches — each running their own dispatch platform, their own payroll, their own chart of accounts. But no single view of technician performance, revenue per truck, or which locations are actually creating value. We build that layer.
The VisionWrights Pipeline
One unified view of your HVAC platform
We extract data from every system your platform already uses, then transform and unify it so your team stops chasing spreadsheets and starts making real-time decisions.
Your Existing Systems
Your FSM Platform
ServiceTitan · FieldEdge · Housecall Pro
FieldEdge
Work orders · Scheduling · Invoicing
QuickBooks / NetSuite
GL · AP/AR · Financials
Payroll
ADP · Paychex · Hours & labor costs
Inventory / Purchasing
Parts · POs · Vendor spend
auto-
extracted
VisionWrights
Data Extraction
From every source system
Transformation
Cleaned, joined, normalized
Unified
Data Lake
Cross-branch. Queryable. Yours.
surfaced
instantly
What You Get
Operations Dashboard
Real-time technician & dispatch KPIs
Financial Rollup
Branch P&L, service gross margin
Chat Agent
Ask questions in plain English
Voice Agent
Call updates, hands-free insights
AI-Ready Data Layer
Structured for what comes next
Your Existing Systems
auto-extracted
VisionWrights Pipeline
Data Extraction
Transformation
Unified Data Lake
surfaced instantly
What You Get
Operations Dashboard
Real-time technician & dispatch KPIs
Financial Rollup
Branch P&L, service gross margin
Chat Agent
Ask questions in plain English
Voice Agent
Call updates, hands-free insights
AI-Ready Data Layer
Structured for what comes next
Your Data, Your Way
One Data Platform. Multiple Ways to Access It.
The same unified data layer powers every interface. Your operations manager uses a dashboard. Your branch manager asks a question in plain English. Your technicians get a voice update on the drive to the next call. Same data. Different access points. All real-time.
Visual Dashboards
For structured analysis and team reviews
- HVAC KPIs across every branch — updated daily
- Drill from portfolio view down to individual technician performance
- Scheduled reports that arrive in your inbox without staff intervention
AI Chat Agent
For ad-hoc questions in plain English
- "Which branches improved first-time fix rate this quarter?"
- "Show me technicians with the highest average ticket in Q1"
- "Compare service gross margin across our last 3 acquisitions"
Voice Agent
For hands-free updates on the move
- Branch managers call in for morning KPI briefings before dispatch
- Technicians get next-job context on the drive between calls
- Leadership gets a verbal summary before investor meetings
All powered by the same unified data layer
The Problem
Every Monday, someone at your company is pulling reports from the dispatch platform, downloading payroll data, and building a spreadsheet that leadership will review on Tuesday. That work takes hours. It happens at every branch. And when the numbers don’t match — because they never quite match — someone has to explain why.
The problem isn’t your team. It’s that your field service platform — whether it’s ServiceTitan, FieldEdge, Housecall Pro, or something else — was built for dispatching and selling, not for cross-branch analytics. Payroll lives in ADP or Paychex. Financials live in QuickBooks or NetSuite. Inventory is somewhere else. Without a layer connecting them, your people are the connector.
We build that layer. Most HVAC companies complete it in weeks.
The KPIs That Matter in HVAC Field Services
We don't build generic dashboards. We build views around the metrics your technicians, branch managers, and executives actually use to make decisions.
First-Time Fix Rate
Percentage of jobs completed on the first visit — no callbacks, no return trips.
Technician Utilization
Hours on the job vs. hours on the clock — across every branch.
Revenue Per Technician
Total revenue generated per tech, per week, per branch — normalized for comparison.
Average Ticket
Average invoice amount per completed job — the metric every HVAC operator watches.
Service Gross Margin
Revenue minus direct costs at the department and branch level.
Branch Performance
Side-by-side comparison of every branch on every metric — no manual compilation.
Looking for broader hvac industry solutions beyond field service? See our hvac industry solutions →
The data challenge looks different depending on where you sit.
Tell us which role describes you best.
Operations
I run operations across the company
Workforce management, fleet utilization, job scheduling, quality assurance, safety compliance, field service optimization
Finance
I own financial performance
Job costing, WIP reporting, multi-location P&L, cash flow management, warranty reserves, service revenue analytics
Leadership
I lead the company
Geographic expansion, market share, brand consolidation, workforce planning, M&A integration, service operations as profit center
Technology
I lead IT and integrations
System landscape management, data governance, ERP/CRM/dispatch integration, mobile access, API strategy
How We Work
We follow a three-phase approach that most HVAC platforms complete in weeks, not quarters.
Assessment
We audit your dispatch platform and connected systems, map data flows across branches, and identify the 5–10 reports that would have the most impact if they ran automatically. You get a clear assessment of where visibility breaks down and what to fix first — not a sales pitch.
Build
We connect your dispatch platform, payroll, and GL through a normalized data warehouse. We build the reporting layer and configure role-based access so branch managers see their branch and leadership sees everything. No new FSM. No replacement of existing systems. Works with ServiceTitan, FieldEdge, Housecall Pro, or whatever you run.
Adoption
We train your team to use the dashboards and own the data. The goal is an organization that does not need us to pull a report. Your ops team becomes self-sufficient within weeks.
Start Here
Operations Visibility Assessment
A 60-minute working session where we map your ServiceTitan setup and connected systems, identify where visibility breaks down across branches, and show you the reports that would have the most impact if they ran automatically. Not a sales pitch — a working session with a deliverable.
Schedule Your Assessment