Run it profitably · Profitability Insight

Know where you make money, and where you don’t.

Know which customers, jobs and contracts make money, and which don’t.

Book a 20-minute intro call

The problem

Many owners know their total revenue and roughly what is left at year end, but not which customers, jobs or contracts produce the profit. Underpriced work can hide for years.

What it does

  • Calculates margin by customer, job type and contract
  • Compares actual labor, parts and travel cost to what you charged
  • Flags work that should be repriced, redesigned or dropped
  • Shows the effect of pricing changes before you make them

What we measure

We baseline these during the assessment and set targets from your own numbers.

  • Gross margin by job type and customer
  • Contracts above your margin target
  • Revenue per employee

In HVAC

For HVAC companies, this means comparing the true cost of each maintenance contract, including truck rolls, to its price.

AI for HVAC companies

Questions about Profitability Insight

What data do you need?

Usually your job records, invoices and time tracking. We work with what your current systems already capture.

Also part of “Run it profitably”

Back-Office Automation

Scheduling, invoicing, payments and reporting handled by AI so your team can focus on customers.

Owner Scorecard

The five or six numbers that matter, updated automatically, so the business doesn’t run on gut feel.

All solutions

Let’s talk about your growth and margins

A 20-minute call about where your business is today and where AI could help. No preparation or data needed.

Book a 20-minute intro callAbout the deeper assessment