Data Silos & Disconnected Systems

Your FSM, your call system, your billing platform, and your CRM each have part of the picture. None of them talk. That gap is where your biggest leaks live.

A Spaid engineer connects your existing systems via API, builds a unified operational view from all data sources, and surfaces the patterns that are only visible when systems are combined — no new platform, no data migration.

The Silo Problem

What you can’t see when systems don’t talk.

Field service software integration and AI-powered analysis are the foundation of operational visibility. Most operators running ServiceTitan, Housecall Pro, FieldEdge, or Jobber have years of data in their FSM — but without connecting it to call tracking, billing, and CRM data, the most expensive patterns stay invisible. Connecting ServiceTitan to call tracking like CallRail or RingCentral isn’t a custom IT project. It’s an API connection that takes 72 hours. Housecall Pro integration with telephony and billing follows the same model. The result is unified field service reporting — one operational view that connects call-to-job-to-invoice-to-margin, running daily instead of monthly.

The biggest operational leaks in field service are cross-system leaks. The missed call that should have been a job. The job that closed without triggering a follow-up. The tech whose callback rate is fine in the FSM but terrible when you cross-reference with the call recordings. Siloed systems make these invisible.

The Missing Link Between Calls and Jobs

Your telephony system tracks call volume. Your FSM tracks jobs. Neither tells you what percentage of calls become booked jobs by CSR, by day of week, by call type. That connection is where $300–$800 per missed call lives — and it’s not visible in either system alone. These cross-system gaps are where the biggest revenue leaks live.

12–22% of calls never become jobs — visible only cross-system

The Invoice That Doesn’t Match the Job

Your FSM has the job record. Your billing platform has the invoice. Your pricebook is the bridge. When they don’t connect, you have unbilled work, pricing inconsistencies, and parts cost that doesn’t roll into job-level margin. Cross-system, visible. In any one system, invisible.

Average 8–12% revenue not fully captured in billing vs. FSM

The Membership System Nobody Cross-References

Membership records in the FSM. Call history in the telephony system. Service history across both. Renewal rates, offer rates, upsell opportunities — none of it is connected. The data to identify your highest-LTV customers and optimize retention exists. It’s just in three different places.

25–40% of membership renewal opportunities missed without cross-system view
Why Existing Solutions Fail

Manual exports vs. a connected operational layer.

Most operators know their systems don’t talk. The “solution” is usually a monthly export and a spreadsheet. That process doesn’t scale, doesn’t run daily, and misses patterns that only appear in real-time cross-system data.

What you’ve tried before
“Monthly data export to spreadsheet” — Manual, time-consuming, already stale on Day 1. Misses in-month patterns and requires an analyst to interpret.
“BI tool implementation” — Expensive, long implementation, requires data engineering. Most field service operators don’t have the data infrastructure to support it.
“FSM-native reporting” — Shows what’s inside the FSM. Can’t see call outcomes, telephony data, or external billing patterns that cross into other systems.
“Manual reconciliation” — Someone spends 4–6 hours a month comparing invoices to job records. Catches obvious gaps. Misses systematic patterns and doesn’t run daily.
VS
What forward-deployed looks like
“FSM API connector pulls from your existing systems without migration” — Connects to ServiceTitan, HCP, FieldEdge, Jobber, Service Fusion via API — reads existing data without replacing the system or requiring manual exports.
“Call recording integration maps telephony to job outcomes” — Connects CallRail, ServiceTitan Phones Pro, or RingCentral to job records — maps call outcomes to revenue so you can see booking rate, call-to-job conversion, and follow-up gaps across both systems.
“Unified operational view from all sources” — One scorecard connecting front-of-house (call data) to field (job data) to follow-up (status data). Patterns that require cross-system data are surfaced automatically.
“Drift detection runs across all data sources simultaneously” — Monitors patterns that only appear when systems are combined — catches cross-system leaks before they show up in the monthly P&L.
Engineer + Software

How the engineer and software connect the systems.

All systems connected via API in 72 hours. Unified view before the first week ends.

FSM API Connector

All your FSM data without a manual export

Reads job records, invoices, pricebook, membership data, and dispatch history from ServiceTitan, HCP, FieldEdge, Jobber, or Service Fusion via API. No manual export, no data engineer, no migration project. Connection established in the first 72 hours of the engagement.

Call Recording Integration

Telephony data connected to job outcomes

Integrates with CallRail, ServiceTitan Phones Pro, RingCentral, or other telephony systems via API. Maps call outcomes — answered, booked, objection handled, follow-up triggered — to job records. Surfaces booking rate by rep, call-to-job conversion, and follow-up gaps that are invisible in either system alone.

Unified Operational View

One scorecard from all data sources

Single operational view built from all connected systems — front of house (calls), dispatch (assignments), field (job completion), and follow-up (status changes). Dispatch intelligence requires a unified data view — assignment outcomes from the FSM feed back into routing decisions in real time. Patterns that require cross-system context are surfaced automatically. The call that became a low-margin job. The tech whose FSM numbers look fine but whose callbacks trace to missing documentation.

Drift Detection Engine

AI Monitors Cross-System Patterns Daily

AI runs simultaneously across all connected data sources — catches patterns that only appear when systems are combined. Call volume up but booking rate down. Job completion up but follow-up rate flat. GM trending fine in the FSM but parts cost creeping in billing. Daily flags with enough lead time to act.

Measured Outcomes

What operators measure after 90 days.

Field
72
Hours
Time to Connected Data
All FSM and telephony systems connected via API — unified view delivered before the first week ends.
Field
8–12
% Revenue
Cross-System Gaps Found
Average revenue not fully captured in billing vs. FSM — visible only when systems are connected.
Field
Zero
Manual Exports
Eliminated
All data flows via API — no monthly spreadsheet reconciliation required.
Field
Daily
Cadence
Cross-System Monitoring
Drift detection runs across all sources simultaneously — patterns caught before month-end.
Related Problems

Operators connecting systems also address:

The Measured Pilot Guarantee

If we don't identify $200K, you pay nothing.

Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don't identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.

After kickoff, we ask for about 30 minutes a week of your ops leader's time.

Zero risk. Full-operation visibility. Founding customer pricing: 40% below standard rates.
Start Here

45 minutes. Your data.
No commitment.

We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks, and scope the engagement. Full access happens only if you proceed to the audit.

Accepting 2–3 founding operators · $20M–$100M revenue · 40–120 techs · On a modern FSM