Field Services · HVAC · Technology
You’re managing a system landscape that spans ERP, CRM, dispatch, payroll, and fleet — across companies that were never designed to work together.
Leadership wants dashboards and AI. Your team is stuck integrating Sage, ServiceTitan, QuickBooks, ADP, and fleet tracking with no unified architecture. Every acquisition adds another system to the pile. We build the foundation that connects them.
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
Your system landscape includes an ERP (Sage, Viewpoint, or NetSuite), a dispatch platform (ServiceTitan, FieldEdge, or Housecall Pro), a CRM, payroll (ADP or Paychex), fleet management, and whatever else each acquisition brought along. Every integration request lands on your desk — and without a unified data architecture, each one is a custom project. Mobile access for field teams, data governance across acquired entities, and API strategy for AI initiatives are all competing for your team’s bandwidth.
The problem isn’t your team’s capability. It’s that you’re being asked to build enterprise data infrastructure on top of systems that were never designed to work together. Data governance is ad hoc — each acquired company has its own naming conventions, access controls, and data quality standards. Mobile access for field managers is limited to whatever each system’s app provides. And your API integration strategy is reactive, not planned.
We build the data foundation — a unified architecture that connects your full system landscape. Dispatch integration, ERP connectivity, payroll feeds, fleet data, IoT equipment monitoring, and mobile access — all through a governed, queryable data layer your team can build on. We handle the plumbing so your team can focus on the applications leadership actually wants.
What You Get
System Landscape Architecture
A documented, governed integration architecture across your full system landscape — ERP, CRM, dispatch, payroll, fleet, and any acquired-company systems. Works with Sage, Viewpoint, ServiceTitan, FieldEdge, or whatever you run.
Data Governance Framework
Standardized naming conventions, role-based access, data quality monitoring, and change management across all acquired entities — enterprise-grade, without enterprise complexity.
API Integration Layer
RESTful APIs on top of the unified data model — so your team can build applications, connect new acquisitions, and support AI initiatives without touching source systems.
Dispatch & IoT Integration
Dispatch system data connected to equipment monitoring, fleet GPS, and sensor data — the field service technology layer that supports predictive maintenance and route optimization.
Mobile Access & Field Reporting
Unified mobile dashboards for branch managers and field supervisors — KPIs, job status, and alerts accessible from any device, regardless of which source system the data lives in.
AI-Ready Data Layer
Structured, documented, and governed data that’s ready for LLM-powered applications — chat agents, voice agents, predictive models, and whatever comes next.
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 systems, identify where visibility breaks down, and show you what to fix first — not a sales pitch.
Schedule Your AssessmentGet Started
Tell us about your system landscape and integration challenges
Describe the systems your team is managing — ERP, dispatch, payroll, fleet, CRM. We’ll respond with what a unified data architecture and governance framework would look like for your company.
Or email us directly:
info@visionwrights.com