Spaid embeds with portfolio field service operators to standardize execution, surface EBITDA-level gaps, and deliver the cross-operator reporting your LPs expect — without replacing a single FSM or retraining an entire workforce.
Revenue growth in a PE field service platform hides the real problem: each operator runs at their own margin band, uses their own pricebook, manages their own callback rate, and trains their own CSRs. The portfolio average looks acceptable. The spread underneath it is where EBITDA is leaking.
Every roll-up acquisition brings a different pricebook, a different dispatch standard, a different callback rate, a different CSR booking culture. Without standardization, each operator runs at their own margin band — and the portfolio average masks the worst performers. On a 5-operator platform, a 3-point GM gap across the roster is $500K–$1.5M in annual EBITDA left on the table.
$500K–$1.5M EBITDA gap from 3-point portfolio GM spreadIn the first 90 days post-acquisition, operators are focused on retention and transition — not operational standardization. The legacy FSM practices, the legacy CSR habits, the legacy dispatch logic all persist. By Month 6, the operator is underperforming the acquisition model and nobody knows why. The data to diagnose it was in the FSM on Day 1.
6–12 months before acquisition underperformance is visible in PE reportingInvestor reporting needs GM by tech and branch, callback trends, booking rates, follow-up capture, revenue per truck. None of this comes from a standard FSM report. Building it manually takes an ops analyst 2–3 days per operator per month — and still misses the cross-system patterns that only appear when FSM, call, and billing data are connected.
2–3 days/operator/month of manual reporting that could run automaticallyPE platforms that manage field service operators one at a time — with separate reporting, separate coaching, separate systems — can’t scale. A single standardization layer deployed across all portfolio companies changes the math.
Each operator exports their own data in their own format. Someone at HQ combines them. The result is 30 days stale and missing the job-level patterns.
Generic checklists that don’t account for the acquired operator’s specific market, job mix, or FSM maturity. Compliance is partial. Standardization is slow.
Each operator gets their own consultant engagement. No shared knowledge. No compounding standards. Expensive per operator, and doesn’t produce portfolio-level consistency.
Revenue and EBITDA. Nothing about callback rate trends, dispatch efficiency, CSR performance, or pricebook compliance — the leading indicators that predict next quarter’s numbers.
Same FSM API connector, same drift detection engine, same operational knowledge graph methodology — applied at each portfolio company. Consistent reporting format across every operator.
See which operators are above benchmark, which are below, and specifically where the gap lives. Not revenue reports — EBITDA driver reports.
Every new acquisition gets the same first-30-day audit: FSM data pull, ride-alongs, call analysis, benchmark map, EBITDA lift estimate. Integration starts from data, not assumptions.
Weekly drift detection at the operator level. Monthly portfolio rollup at the LP level. No manual aggregation. No analyst overhead.
One API integration per operator. Weekly EBITDA driver reports. Acquisition audits in 30 days.
Connects to each portfolio company’s FSM (ServiceTitan, HCP, FieldEdge, Jobber) via API — reading job records, invoices, dispatch data, and membership information across all operators simultaneously. One intelligence layer. Multiple operators. No manual exports. The portfolio view is live within the first week of each operator’s engagement.
AI produces weekly operational scorecards at the operator level and monthly portfolio rollups at the PE level. Tracks GM per job by tech, callback rate by job type, CSR booking rate, and follow-up capture — benchmarked against the portfolio average and top-quartile targets. The leading indicators your quarterly board report doesn’t show.
Every acquisition gets the same first-30-day audit: FSM API connection, ride-alongs with top and average performers, call data analysis, margin variance map, callback root-cause map. Deliverable: a quantified EBITDA lift estimate and a 60-day standardization roadmap. Integration starts from data, not generic playbooks.
Builds a standardized operational knowledge graph from the top performers across all portfolio operators — the best diagnostic approach to a cooling diagnostic, the best option presentation framework, the best CSR booking script. Deployed as pre-job briefing and CSR coaching across every operator in the portfolio. Shared knowledge compounds.
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 per operator, 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.
We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks across your portfolio, and scope the engagement. Full access happens only if you proceed to the audit.