Construction · HVAC · Technology
Every acquisition adds another dispatch platform, another ERP, 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 whatever else each acquisition brought. Leadership wants unified dashboards and AI. Your team is firefighting integrations. We build the foundation.
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
Your system landscape grows with every acquisition. Company A runs ServiceTitan and QuickBooks. Company B runs FieldEdge and Sage. Company C runs Housecall Pro and NetSuite. Each has its own payroll provider, its own fleet tracking, its own approach to data. Leadership wants a unified view across all of them. Your team is building point-to-point integrations that break every time a system updates.
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. Naming conventions differ by entity. IoT equipment monitoring is a conversation, not a system. And the AI initiatives leadership keeps asking about? They require clean, governed, structured data that doesn’t exist yet.
We build the data foundation — a unified architecture that connects your full system landscape. Dispatch integration, ERP connectivity, payroll feeds, fleet data, IoT readiness, and service contract data — 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.
Data Governance Framework
Standardized naming conventions, role-based access, data quality monitoring, and change management across all acquired entities — enterprise-grade, without enterprise complexity.
Post-Acquisition Integration Playbook
A repeatable integration process for new acquisitions — so adding entity #13 takes weeks instead of months.
IoT & Equipment Monitoring Readiness
Architecture and data model for connecting equipment sensors, smart thermostats, and building automation systems to your analytics layer — when you’re ready.
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’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 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 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. We’ll respond with what a unified data architecture and governance framework would look like for your platform.
Or email us directly:
info@visionwrights.com