Field Ops Library

Guides for operators who run on numbers.

Benchmarks, frameworks, and root-cause analysis for HVAC and field services operators doing $20M–$100M. No software pitches. No vendor case studies.

Field Operations
How to Reduce Callbacks in Your HVAC Business
Every callback costs $350–$850 fully loaded. Learn how to measure by tech and job type, find root causes, and cut callback rate 25–35% in 90 days.
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How to Increase Gross Margin in Field Service
Most operators have an 8–12 point GM spread between best and worst techs. Learn how to measure it, explain it, and close it systematically.
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Does AI Actually Reduce HVAC Callbacks?
AI platforms claim to reduce callbacks. Here’s the honest breakdown of what they can actually affect, what they can’t, and where the real leverage is.
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Back of House
How to Improve CSR Booking Rate in Home Services
A 15-point booking rate gap between your best and worst CSR is worth $200K–$400K per year. The fix is a system, not more training.
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The Revenue Impact of Missed Calls During HVAC Peak Season
Each missed call during peak season is a $300–$800 job that goes to your competitor. Learn how to measure the real cost and fix the answer rate problem.
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AI & Field Operations
Why AI Tools Don’t Fix Field Service Margin
Operators spend $50K–$200K on AI tools and wonder why margin didn’t move. Here’s what’s actually happening, and what has to come first.
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AI for HVAC Operations: What Actually Moves EBITDA
A breakdown of the four EBITDA levers, where AI tools can contribute, where they hit a ceiling, and what sequence actually works for operators.
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How to Measure AI ROI in Field Service Operations
Most AI ROI claims are based on vanity metrics. Here’s the 5-metric baseline framework and a realistic timeline for measuring real P&L impact.
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FSM & Operations
ServiceTitan Optimization for Operators
What certified partners don’t cover, which 5 data points actually expose operational gaps, and the three weekly reports every operator should be running.
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ServiceTitan AI: What Operators Actually Get
A feature-by-feature breakdown of what ServiceTitan’s AI tools do in practice, where they hit the pricebook ceiling, and how to use them as part of a larger system.
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Multi-Branch Operations
Multi-Branch Field Service Consistency
Why branches diverge, the normalized metrics that expose the gap, and the three standardization failure modes that cause $918K in cross-branch value erosion.
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PE & Platform Operators
How to Improve EBITDA in a Field Service Company
Most EBITDA improvement plans target the wrong levers. This guide maps the four actual levers and what each one requires to move.
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Operator Tools
Field Service Revenue Leak Audit Checklist
13 metrics to pull from your FSM and call system today. Each with a benchmark and the threshold that tells you whether you have a problem.
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