Field Services · Plumbing · Finance
You are consolidating P&L across 10 acquired plumbing companies, managing flat-rate margin erosion, and your board wants monthly financials that take a week to compile.
Emergency service revenue, flat-rate service income, maintenance contract revenue, water treatment and backflow testing fees, and new construction draws — each in a different system, each with a different chart of accounts from each acquisition. We build the financial layer that gives you one source of truth.
The VisionWrights Pipeline
One unified view of your Plumbing 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
Dispatch / FSM Platform
ServiceTitan · Housecall Pro · Jobber · FieldEdge
Accounting / ERP
QuickBooks · Sage · NetSuite · Viewpoint
Payroll & HR
ADP · Paychex · Workforce data
Service Agreements
Maintenance contracts · Renewals · Backflow testing schedules
Flat-Rate Pricing
Price books · Option sheets · Job costing data
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
Emergency response, workforce, service agreement KPIs
Financial Rollup
Multi-location P&L, flat-rate margin, cash flow
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
Emergency response, workforce, service agreement KPIs
Financial Rollup
Multi-location P&L, flat-rate margin, cash flow
Chat Agent
Ask questions in plain English
Voice Agent
Call updates, hands-free insights
AI-Ready Data Layer
Structured for what comes next
The Problem
Plumbing financial management has challenges that other trades do not share. Flat-rate pricing dominates residential service, but flat-rate margins erode silently when material costs rise and price books do not keep pace. Service agreement revenue from drain cleaning and water heater maintenance contracts creates recurring income — but deferred revenue accounting, contract profitability, and renewal forecasting require data that lives in your dispatch system, not your ERP. Emergency service calls carry premium margins but unpredictable volume. And water treatment, backflow prevention testing, and compliance work create additional revenue lines that are often tracked informally.
If you have grown through acquisition, each company brought a different chart of accounts, a different approach to flat-rate pricing, and a different ERP. Baby boomer owners who sold often had decades of pricing intuition that left with them. Your finance team spends the first week of every month reconciling. Service revenue from the dispatch platform does not match the GL. Flat-rate margin analysis requires pulling data from two systems. Cash flow forecasting does not account for the seasonal patterns that differ by geography. And your PE sponsor wants consolidated financial visibility across all entities.
We build a unified financial data model that connects your ERP, dispatch platform, and payroll. Multi-location P&L, flat-rate margin tracking, service agreement revenue analytics, seasonal cash flow forecasting, and automated investor reporting — all calculated consistently, all updated automatically.
What You Get
Multi-Location P&L
Revenue, COGS, and gross margin by branch — normalized across different chart-of-accounts structures from each acquisition. Emergency, flat-rate service, maintenance contract, and new construction revenue broken out separately.
Flat-Rate Margin Analysis
Margin by flat-rate category, price book comparison across branches, material cost impact tracking, and price book update recommendations — so you see margin erosion before it hits the bottom line.
Service Agreement Revenue Analytics
Deferred revenue tracking, contract profitability by type, renewal pipeline value, and maintenance agreement contribution margin — the recurring revenue story your investors want.
Seasonal Cash Flow Forecasting
Cash flow projections that account for plumbing seasonal patterns — winter freeze emergencies, spring remodel surges, and the shoulder months in between. See cash gaps 90 days before they hit.
Post-Acquisition Financial Consolidation
Chart-of-accounts normalization, intercompany elimination, flat-rate pricing book standardization, and consolidated financial statements across acquired entities — automated instead of manual.
Automated Investor Reporting
Monthly financial rollups generated automatically — formatted for board meetings, PE investor updates, and lender covenants. No more week-long Excel exercises.
How We Work
We follow a three-phase approach that most Plumbing platforms complete in weeks, not quarters.
Assessment
We audit your operational systems — dispatch, ERP, payroll, service agreements, flat-rate pricing — map data flows across branches and acquisitions, 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 systems through a normalized data warehouse. Emergency response analytics, flat-rate pricing performance, service agreement tracking, workforce analytics, and financial reporting — all built on a unified architecture. Role-based access so branch managers see their branch and leadership sees the portfolio. Works with ServiceTitan, Housecall Pro, FieldEdge, QuickBooks, 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 and finance teams become 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 what your finance team compiles manually
Describe the financial reports your team builds by hand — multi-entity P&L, flat-rate margin, cash flow, service agreement revenue, investor decks. We will respond with a concrete picture of what automated financial reporting would look like.
Or email us directly:
info@visionwrights.com