Construction · HVAC
You run 15 branches across 3 states. Your data still lives in 15 different systems.
Service contracts, seasonal demand planning, equipment lifecycle tracking, workforce management, and multi-location financials — each in a different system, each requiring manual reconciliation. PE sponsors want one dashboard. Your team is building spreadsheets. We build the layer that connects everything.
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
Dispatch / FSM Platform
ServiceTitan · FieldEdge · Housecall Pro
Accounting / ERP
Sage · QuickBooks · NetSuite · Viewpoint
Payroll & HR
ADP · Paychex · Workforce data
Service Contracts
Maintenance agreements · Renewals · Warranty
Fleet & Equipment
GPS · Fleet costs · Installed base 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
Workforce, seasonal demand, service contract KPIs
Financial Rollup
Multi-location P&L, service 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
Workforce, seasonal demand, service contract KPIs
Financial Rollup
Multi-location P&L, service 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 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
HVAC companies face a unique combination of challenges: seasonal revenue swings of 40–60% between peak and off-peak months, service contract portfolios that drive recurring revenue but are tracked in spreadsheets, equipment lifecycle data nobody systematically captures, and a workforce crisis with 110,000 unfilled technician positions nationally. Each challenge lives in a different system — or no system at all.
If you’re PE-backed, the complexity multiplies. Every acquisition brought a different dispatch platform, a different ERP, a different chart of accounts. Your sponsor wants consolidated visibility across all entities. Your team is spending days assembling it manually. And the questions that matter most — which branches are profitable, where to expand next, which service contracts are actually making money — take a week to answer.
We build the unified data layer that connects your dispatch platform, ERP, payroll, and service contract data. Seasonal planning, workforce analytics, equipment lifecycle management, multi-location P&L, and service contract profitability — all in one place. Works with whatever systems you run.
The KPIs That Matter in HVAC
We don't build generic dashboards. We build views around the metrics your technicians, branch managers, and executives actually use to make decisions.
Service Contract Renewal Rate
Percentage of maintenance agreements renewed — the recurring revenue metric that drives company valuation.
Seasonal Demand Forecast
Projected call volume by month, by branch — so you can staff proactively instead of scrambling at peak season.
Equipment Lifecycle Tracking
Installed base age, replacement forecasting, and warranty status — the data that drives capital planning and service revenue.
Workforce Utilization
Technician hours on maintenance vs. emergency vs. install work — across every branch and trade.
Multi-Location P&L
Revenue, COGS, and gross margin by branch — normalized across acquisitions with different chart-of-accounts structures.
Branch Performance
Side-by-side comparison of every branch on every metric — no manual compilation.
Looking for field service operations specifically? See our hvac field services 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
Seasonal demand planning, service contract management, workforce utilization, equipment lifecycle, multi-branch coordination
Finance
I own financial performance
Multi-location P&L, service revenue vs. install revenue, seasonal cash flow, warranty reserves, post-acquisition financial consolidation
Leadership
I lead the company
Geographic expansion, brand consolidation, M&A integration, workforce strategy, multi-trade platform vision
Technology
I lead IT and integrations
System consolidation, data governance, post-acquisition integration, IoT readiness, AI enablement
How We Work
We follow a three-phase approach that most HVAC platforms complete in weeks, not quarters.
Assessment
We audit your operational systems — dispatch, ERP, payroll, service contracts — 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. Service contracts, seasonal demand models, 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, FieldEdge, Sage, 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 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