Revenue operations
Matched service history to recurring obligations
Connected membership sales, invoice services, job records, and maintenance schedules to isolate completed, missing, and review-required visits.
Output: completion report, exception queue, and recurring-service creation plan.
Margin operations
Built division-level labor and margin guidance
Combined operating history, pricebook data, labor assumptions, and financial results into a management-ready first-pass model.
Output: labor-rate guidance, margin scenarios, and executive summary.
Field data
Turned equipment photos into structured records
Captured manufacturer, model, serial, equipment type, and installation details from field images for downstream use.
Output: validated equipment records and a repeatable mobile workflow.