Fractional CFO for HVAC-R & Commercial Building Trades in Chicago
Technicians, trucks and service agreements produce a lot of data. Almost none of it turns into a decision. We show which customers, contracts and crews return the most, and where margin leaks between dispatch and invoice.
Three things most Commercial Building Trades businesses can’t answer.
Billable time leaks between dispatch and invoice.
Logged in the field, entered by a tech, adjusted by dispatch, invoiced by the office. Margin disappears at every handoff.
Service agreements are priced once and never revisited.
Labor and parts costs move. The contract rate doesn’t, until it’s underwater.
Crew and truck profit is invisible.
You know total revenue. You don’t know which crews or trucks carry the business and which are being subsidised.
The office, applied to Commercial Building Trades.
What trades owners ask us
We already use field service software. Why this too?
It tells you what jobs happened. It rarely tells you whether they made money once labor, parts and drive time are counted. We answer that question directly.
Can you help us reprice stale service agreements?
Yes. Contract-level profit shows which agreements need repricing and by how much. Then we help you decide what to do.
How long before we see results?
The Read takes a few weeks and tells you what’s broken and what it costs. The build after it is fixed-scope and fixed-price, so you know the timeline before you commit.
Do you work with multi-crew or multi-location operations?
Yes. One trustworthy view of every crew, truck and location instead of separate spreadsheets nobody reconciles.
What if I’m thinking about selling in a few years?
Then start earlier. Buyers pay for earnings they can verify, and most of what we do is make earnings verifiable. Eighteen months out changes the number. Sixty days out just makes diligence less painful.
Every engagement starts with a Read.
If it doesn’t find more than it costs, you don’t pay for it.