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Field Services · a worked example underneath
Four questions we answer in home-services companies.
Open one, or walk through our full process.
Why it persists
Flat-rate pricing hides true job cost, and callbacks land as free truck rolls nobody costs back to the job that caused them. On the averages, install looks golden and service looks thin. The averages are wrong.
How we solve it
- ONETrace true material and labor onto every job, callbacks included.
- TWORoll it up by segment, honestly.
- THREEWatch the ranking invert.
The end result
Every job carries its real cost, not a labor-hours average.
Which work pays inverts once the average comes off and the free callback rolls are charged to the work that generates them. Dispatch, the price card and the sales push can follow the margin instead of the assumption.
Watch it get answered →Why it persists
Memberships are sold once and billed monthly, and their value lives across deferred revenue, renewal rates, and what members buy later. Those never sit in the same system, so the book has never had a number.
How we solve it
- ONEBuild the member book from agreements, billings, and the ledger.
- TWOTie deferred revenue to the balance sheet to the penny.
- THREEPrice the flywheel: what a member is worth against a cold customer.
The end result
The membership book has a stated value and a stated obligation.
The visits still owed sit on the balance sheet beside the renewals that can be counted on, instead of living in the dispatch system with no accounting behind them. The book becomes something you can underwrite, borrow against or sell.
Watch it get answered →Why it persists
Renewal is a date buried on 24,000 separate agreements, and the leak concentrates in first-year members nobody is watching. By the time the season report lands, the year is gone.
How we solve it
- ONECohort the book by member year.
- TWOFind where the leak concentrates.
- THREESize what each point of retention is worth, and track it monthly.
The end result
A lapse is caught at the renewal date, not at the empty truck.
Every agreement is lined up by when it comes due and valued by how long that member has been with you, because the first year leaks differently from the fifth. The save call happens while it is still savable.
Watch it get answered →Why it persists
A seasonal trade with a deferred-revenue book is where hand-built forecasts go to die: billings, recognition, and cash all move on different clocks. Fine is only comforting if the model has earned it.
How we solve it
- ONERun the 13-week forecast off books that tie, deferred revenue included.
- TWOBacktest it against what actually happened, every week.
- THREEPublish the error alongside the number.
The end result
Trust becomes a measured property, not a feeling.
The forecast runs off books that tie, deferred revenue included, and is backtested against what actually collected, week by week. The error is published alongside the number, so you know how close it runs before you rely on it.
Watch it get answered →