One job already moves through six systems that don't talk.
You keep running every one of them. The model reads from each and writes back, so the same job lines up across all six, and true margin, the work that never got billed, and lapsing agreements surface on their own.
Every customer as one record: sites, assets, agreements, and value.
The same customer is one record across dispatch, billing, the asset history, and the agreements: every site they run, every unit under contract, what they are worth, and what they owe. Your team sells and services from one record instead of piecing it together per call.
Every figure traces to the system that holds it: the open balance from billing, the last visit from dispatch, the units under contract from the asset history. When an agreement nears renewal, the record flags it and queues the reminder for your team to send, before the contract lapses.
Easton Facilities Group
One record across service, billing, and marketing.
Renew the recurring revenue before it lapses, off the agreement record itself.
The model reads every recurring agreement and the assets it covers, then surfaces the ones expiring, auto-renewing, or already lapsed: the annual contract due in twenty days, the cover that quietly auto-renews next month, the plan that ran out in April without a new one.
For each, an agent drafts the renewal with the covered units and the CPI uplift already priced, and an account manager approves. On approval it writes the renewal back to the agreement record, so the contract, the assets it covers, and what it earns all read off one current model.
Service agreements coming due
47 agreements · 9 due in 90 days · $146k at renewal
| Customer / covered assets | Term & renewal | Value | Status |
|---|---|---|---|
Easton Facilities Group 41 units · 6 sites | Annual PM Jul 18, 2026 | $84,000 | Expiring |
Meridian REIT 12 RTUs · Harbor Tower | 3-yr full-cover Auto · Sep 01 | $132,000 | Auto-renew |
Pacific Retail 28 units · Northgate | Annual PM Aug 04, 2026 | $61,500 | Expiring |
Atlas Mfg Chillers · Riverside | Annual PM Apr 30, 2026 | $47,200 | Lapsed |
Nova University 34 units · Lakeshore | Auto · monthly Auto · Jul 01 | $96,000 | Auto-renew |
Read every site's margin and risk on one map.
Every site you run is a pin on the map, colored by where its margin and its risks stand. Each figure is resolved from the systems that actually hold it: scheduling, payroll, billing, credentials, and the service contract.
The sites that need you stand out, so the week starts on the few that are slipping instead of a stack of spreadsheets. A below-margin site, a lapsing certification, a contract about to renew: all of it reads off the same pin.
Open a pin and every figure traces back to the system that produced it. From there you open the site to act on it, and a person makes the call.
Site intelligence
8 sites · 41 technicians on the job
Civic Center
City of Easton · 4 technicians on site
margin 15.1% · below target- Billed / true cost
- $36.4k / $30.9k
- Overtime this wk
- 28%
- Unbilled jobs
- $612 · 1
- Certification risk
- M. Reyes · 9d
See true margin by job, and recover the work you forgot to bill.
After labor, parts, and trips, the model reads what each job and each site actually earns against what it billed. The overtime that ate a margin and the site running under target stand out the week they happen, while you can still act on them.
The work completed and never invoiced surfaces on its own: closed work orders with no matching line on the ledger. An agent drafts the invoice off that resolved record, a person approves it, and it writes back to your billing system before it goes out.
Operations overview
8 sites · 142 open jobs · 96 technicians · last sync 6 min ago
Margin by site
bill rate − actual paid (incl. OT)| Site / client | Billed | True cost | Margin |
|---|---|---|---|
Harbor Tower Meridian REIT | $42,100 | $31,800 | 24.5% |
Civic Center City of Easton | $36,400 | $30,900 | 15.1% |
Northgate Mall Pacific Retail | $51,200 | $38,400 | 25.0% |
Riverside Plant Atlas Mfg | $28,900 | $24,700 | 14.5% |
Needs attention
4 itemsRecoverable this period — work logged, never billed
No job goes out on a credential that lapses before the work.
Every booked job carries the certification it requires. The model checks the assigned technician's credential and its expiry against the job date, and flags the conflict the moment a card lapses before the work: the refrigerant job booked to a tech whose EPA card runs out two days earlier.
An agent drafts the reassignment to a qualified technician who is free on the date, and a dispatcher approves. Because it reads a credential register that agrees with the schedule and acts under your dispatch permissions, the change writes back to the dispatch board and the job record on approval, so the two stay in step instead of drifting apart.
Credentials against the booked schedule
14 jobs booked · 1 cert conflict · checked 8 min ago
| Job / site | Assigned tech | Required cert | Status |
|---|---|---|---|
Jul 02Boiler PM Harbor Tower | S. Idris | EPA 608 Univ. valid to 2027 | Valid |
Jul 03Chiller repair Civic Center | M. Reyes | EPA 608 Type II lapses Jul 01 | Lapsed |
Jul 05Sprinkler test Northgate Mall | D. Park | NICET II Fire expires Jul 19 | Expiring |
Jul 08Switchgear svc Riverside Plant | A. Cole | State electrical valid to 2028 | Valid |
The customer and asset records keep your next jobs lined up.
The same model that prices margin drives the recurring revenue. It reminds an account when an asset is due for service, flags an agreement before it lapses, and pulls the customers worth asking for a review or a referral. Expiring certifications run against the booked schedule, so a credential never quietly retires a job.
You get a packaged audience for each campaign, and the model keeps every list current as the underlying records change. For the accounts worth a touch, an agent drafts the re-engagement outreach off that record, and your team approves and sends it under their own permissions.
Reactivation audiences
Built from the customer and asset records. Kept current.
See it on your own service stack.
Tell us how dispatch, billing, and the WIP sheet move at your shop today. We will show you the recoverable work and the true margin by site, on one current model.