Field Services
Every truck roll
has to pay for itself.
In field services the money is made or lost between the dispatch and the invoice. Technician utilization, first-time-fix, and billing discipline decide the margin, and they rarely show up in the books cleanly. We make them visible.
The operating reality
A tech can be busy all day
and the job can still lose money.
Windshield time, return trips, parts that never make it onto the invoice, warranty re-dos. The constraint in field services is billable technician hours, and most owners track revenue, not contribution margin by job, by tech, or by contract.
We connect dispatch and field data to the P&L so you can see which jobs, technicians, and service agreements actually make money. Then we fix the leaks: billing that misses parts and labor, service agreements priced years ago, and re-dos that quietly eat the margin.
On top of that sits the full fractional-CFO function, with 13-week cash, lender and owner reporting, and the discipline to hold the margin we find after we hand it back.
Per tech
Billable utilization and first-time-fix, made visible
Per job
Contribution margin by job, technician, and contract
Per roll
True cost per truck roll, loaded with the real overhead
Recovered
Parts and labor that were never billed
What we deliver
The numbers behind the trucks.
- Contribution margin by job, technician, and contract
- Technician utilization and first-time-fix KPIs
- Billing-leakage recovery across quote-to-cash
- Cost per truck roll and revenue per technician
- Service-agreement pricing and escalator review
- 13-week cash flow forecasting and working-capital management
- Dispatch-data-to-P&L reporting
- Board, lender, and exit-readiness reporting
Free 2-minute assessment
Would your business survive a buyer's diligence?
Ten questions show where EBITDA and value are leaking, and how deal-ready your numbers really are. Your answers stay private.
Questions
Frequently asked.
My techs are fully booked but we are not making money. Why?
Usually because busy is not the same as billable and profitable. Windshield time, return trips for the wrong part, warranty re-dos, and parts or labor that never get billed all eat the margin. We rebuild contribution margin by job and by tech so you can see where the day actually goes.
How do I know which jobs and contracts actually make money?
We load the real cost to serve into each job and each service agreement, including the truck roll, the parts, and the re-dos. Once you can see contribution margin by job, tech, and contract, pricing and dispatch decisions get much sharper.
We leave money on the table billing parts and labor. Can you fix that?
Yes. Billing leakage is one of the fastest wins in field services. We tighten the quote-to-cash process so parts, labor, and trip charges actually make it onto the invoice, and we recover what the contracts already entitle you to.
Do you work with PE-backed field-services roll-ups?
Yes. We standardize margin and KPI definitions across sites so a roll-up reports on one set of numbers, and we fold add-ons into the reporting cleanly. See our PE-backed operators page.
Ready to talk?
No retainer lock-ins. No junior consultants. Just senior-level work.