AI Operations for PE-Backed Service Portfolios

We find the biggest margin leak in your service portfolio and ship a working AI solution before your next board meeting.

0

Solutions Deployed

$0

Pilot Risk

0

Problem at a Time

Start a Conversation

The Problem

Every PE-backed service portfolio leaks margin in the same places. We group them into four categories — each one a compounding drag on EBITDA that gets worse with every acquisition you bolt on.

The result is unrealized EBITDA improvement compounding across every portco in the portfolio, eroding multiple at exit.

What We Solve

Capture More Revenue

You’re paying to generate demand. These solutions make sure it actually converts.

The Friction

Home services businesses miss ~27% of inbound calls. 85% of those callers never try again — they call the next name on Google. After-hours is the worst: emergency calls carry premium pricing but hit voicemail the moment the office closes.

What We Build

AI voice agent that answers 100% of calls 24/7. Triages urgency, books directly into your FSM, and sends the customer a confirmation SMS with tech name and ETA. No voicemail. No callback lag.

Measurable Impact

Call answer rate → 100%. After-hours revenue captured from day one. Lead-to-booking conversion rate measurable within the first week.

The Friction

Industry estimate-to-close conversion hovers at 40–60% — half of quoted work evaporates. Most portcos have zero systematic follow-up. At $3K–10K per HVAC replacement quote, even a small conversion lift is massive.

What We Build

Automated multi-touch follow-up triggered when an estimate sits unconverted for 48+ hours. AI scores open estimates by conversion probability and prioritizes human follow-up on the highest-value opportunities.

Measurable Impact

Estimate-to-close conversion rate. Revenue from estimates that received follow-up vs. those that didn’t. Average days to close.

The Friction

In home services, Google reviews are the top of the funnel. A 0.5-star improvement drives measurably more inbound calls. But acquired portcos are wildly inconsistent — some have 500+ reviews, others have 47. Nobody responds to negatives.

What We Build

Automated post-job review request within 30 minutes of invoice closure. Low-satisfaction signals route to internal recovery instead of a public ask. AI generates brand-consistent responses to all reviews within hours.

Measurable Impact

Review volume per location. Average star rating trajectory. Review response rate. Correlation to inbound call volume.

Run Tighter Operations

More output from the same headcount. No new hires required.

The Friction

Most companies run tech utilization at 60–65%. For a platform with 50 techs at $150K loaded cost each, moving from 60% to 75% adds ~12 techs worth of capacity without a single hire.

What We Build

Intelligent dispatch layer on top of existing FSM. Factors in tech location, skill certs, parts inventory, job duration, and traffic. Reduces windshield time by 25–35%. Dispatchers keep override control.

Measurable Impact

Tech utilization rate. Jobs completed per tech per day. Average drive time between jobs. Revenue per truck per day.

The Friction

Every portco sits on a massive dormant customer database. Meanwhile, no-show rates run 10–15%, and each no-show is a wasted truck roll costing $150–200 in loaded tech time.

What We Build

Automated reactivation for lapsed customers with seasonal relevance. Smart appointment confirmation at 48hr/24hr/2hr intervals via SMS with one-tap reschedule. Unconfirmed slots flagged for backfill.

Measurable Impact

Reactivation rate at lowest CAC possible. No-show rate reduction. A 20% reactivation rate on a 10K-customer dormant list at $350 avg ticket = $700K in recovered revenue.

The Friction

Recurring service agreements represent ~55% of HVAC revenue and are the single biggest valuation multiplier at exit. But fewer than 35% of contractors actively sell memberships. Renewals live in spreadsheets.

What We Build

End-to-end membership lifecycle automation. Post-job enrollment offers, 60/30/15-day renewal drip sequences, lapsed win-back campaigns, and tech-facing mobile prompts with one-tap enrollment.

Measurable Impact

Membership attachment rate. Renewal rate. Churn by location. A 5% renewal improvement across a 5,000-member base = $300K+ incremental annual revenue.

Protect Your Margins

Stop the margin bleed that compounds with every bolt-on acquisition.

The Friction

After acquiring 8 locations, you have 8 different price books. Flat-rate pricing varies 20–40% for identical services. Nobody can tell you which jobs are actually profitable. This gets worse with every bolt-on.

What We Build

Automated extraction and normalization of pricing data across every portco. AI flags the largest discrepancies and models the margin impact. Deliverable: unified price book with ongoing monitoring dashboard.

Measurable Impact

Pricing variance across portfolio. Gross margin by job type. A 3–5% margin lift on a $50M revenue platform = $1.5–2.5M straight to EBITDA.

See the Whole Picture

Real-time visibility across every portco, every system, one dashboard.

The Friction

Each portco reports differently — ServiceTitan, Jobber, QuickBooks, spreadsheets. Getting a consolidated view requires manual data pulls that take days and arrive stale. Board meetings run on lagging, incomplete data.

What We Build

Automated daily data pipeline from every portco’s systems, normalized into a unified schema. Real-time KPIs by location: revenue, job count, tech utilization, membership, satisfaction. Automated weekly digest to the operating partner.

Measurable Impact

Data freshness (hours, not weeks). KPI coverage across portcos. Time-to-insight for board reporting. The solution that opens the door to deploying everything else.

How It Works

01

Discover

Embed with your ops team. Identify the single highest-ROI problem. Agree on success metrics before writing a line of code.

02

Build

Architect and deploy a working solution integrated with existing systems — ServiceTitan, Jobber, HouseCall Pro, Salesforce, custom ERPs.

03

Validate

Live demo on real data, fast. Measure against agreed KPIs. You decide whether to scale across the portfolio.

Economics

Implementation

Scoped to the specific solution deployed. Fixed engagement, no open-ended retainers.

Ongoing

Per-location monitoring, optimization, and support. Scales linearly across the portfolio.

Portfolio pricing available for firms deploying across 5+ portcos.

Every engagement starts with a single proof of concept at one portco. If it doesn't deliver measurable ROI, you pay nothing for the pilot.

Frequently Asked Questions

The four most common margin leaks are missed revenue capture (27% of inbound calls go unanswered, with 85% of those callers never trying again), low tech utilization (most platforms run at 60–65% vs. an 80%+ benchmark), fragmented pricing across acquired locations (20–40% variance for identical services), and zero visibility across portcos running on different systems. Each one compounds with every bolt-on acquisition.

AI-powered dispatch layers optimize job assignments by factoring in real-time tech location, skill certifications, truck inventory, estimated job duration, and traffic patterns. This reduces windshield time by 25–35% and can move utilization from the industry average of 60–65% up to 75–80%+. For a 50-tech platform at $150K loaded cost per tech, that’s the equivalent of adding 12 techs worth of capacity without a single hire.

AI call handling uses voice AI agents to answer 100% of inbound calls 24/7 — including after-hours and weekends when emergency calls carry premium pricing. The system triages urgency (gas leak vs. routine maintenance), books directly into the field service management platform, and sends the customer a confirmation SMS. It eliminates voicemail, callback lag, and the ~$1,200 in lost revenue per missed call.

ROI is measured against the specific KPIs tied to each solution: call answer rate and after-hours revenue for call handling, estimate-to-close conversion rate for quote follow-up, tech utilization rate and revenue per truck for dispatch optimization, and gross margin by job type for pricing normalization. Every engagement starts with agreed success metrics before any code is written.

When a PE firm acquires multiple home services businesses, it inherits a different price book at every location. One charges $89 for a diagnostic while another charges $129 for the identical visit. This pricing variance hides margin leakage in plain sight and makes it impossible to benchmark profitability across the portfolio. A 3–5% margin lift from normalization on a $50M revenue platform sends $1.5–2.5M straight to EBITDA.

A unified dashboard pulls data daily from every portco’s systems (ServiceTitan, Jobber, HouseCall Pro, QuickBooks) and normalizes it into a single view. Operating partners get real-time KPIs by location — revenue, job count, average ticket, tech utilization, membership count, and satisfaction scores — instead of waiting days for manual data pulls that arrive stale. It replaces board-meeting guesswork with actionable, current data.

Get in Touch

Let's find your margin leak.

One portco. One problem. Zero risk.