
Field Services · Plumbing · Technology
Every acquisition adds another dispatch platform, another flat-rate pricing book, and another integration project to your backlog. You need architecture, not more point-to-point connections.
Your system landscape spans 3 dispatch platforms, 2 ERPs, 4 payroll providers, and flat-rate pricing data in formats that range from ServiceTitan exports to laminated binder pages. Leadership wants unified dashboards. Your team is firefighting integrations. We build the foundation.
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
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 plumbers 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
- Plumbing 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 plumbers 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
- Plumbers 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 grows with every acquisition. Company A runs ServiceTitan and QuickBooks. Company B runs Housecall Pro and Sage. Company C runs Jobber and keeps flat-rate pricing in a three-ring binder that the retired owner left behind. Each has its own payroll provider, its own approach to job categorization, and its own way of tracking plumber licensing. Leadership wants a unified view across all of them. Your team is building point-to-point integrations that break every time a system updates.
Plumbing platforms have a data challenge that other trades share but that is amplified here: flat-rate pricing. Every acquired company has its own price book with different categories, different markup structures, and different option tiers. Normalizing flat-rate data across acquisitions is not just an IT project — it is a business logic project. And until that data is normalized, you cannot do meaningful margin analysis, pricing optimization, or cross-branch comparison.
We build the data foundation — a unified architecture that connects your full system landscape. Dispatch integration, flat-rate pricing normalization, ERP connectivity, payroll feeds, licensing databases, and compliance records — all through a governed, queryable data layer your team can build on.
What You Get
System Landscape Architecture
A documented, governed integration architecture across your full system landscape — all dispatch platforms, ERPs, payroll providers, and acquired-company systems mapped and connected.
Flat-Rate Pricing Normalization
Standardized pricing data model across all acquired flat-rate books — different categories, markup structures, and option tiers mapped to a unified schema that supports cross-branch analysis.
Data Governance Framework
Standardized naming conventions, job categorization, role-based access, data quality monitoring, and change management across all acquired entities.
Post-Acquisition Integration Playbook
A repeatable integration process for new acquisitions — so adding company number 11 takes weeks instead of months.
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.
AI-Ready Data Layer
Structured, documented, and governed data that is 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 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 about your system landscape and integration challenges
Describe the systems your team is managing across acquisitions — dispatch platforms, flat-rate pricing tools, ERPs, licensing databases.
Or email us directly:
info@visionwrights.com