RollForge is the AI operating layer built specifically for HVAC, plumbing, electrical, and pest control businesses. Stop figuring out how to use AI tools — we've already done that. You keep running the business. Backed by PE? It handles value creation and portfolio reporting too.
AI-generated for: HVAC operator · $8M annual revenue · 14 technicians · FieldEdge — Powered by Claude
"Solid revenue per truck but leaving ~$280K in standardization upside on the table through manual dispatch and pricing inconsistency."
Top 3 Quick Wins
~15 seconds · No account required
Every week there's a new AI tool to evaluate. The reality: you don't have time to figure out which one applies to your HVAC or plumbing business. RollForge is already configured for the trades.
Revenue, technician utilization, pricing performance, compliance — it's all in different places. You make decisions on gut feel because you don't have a single source of truth.
Scheduling, dispatch, reporting, compliance checks. These are jobs that should be automated. Every hour your team spends on manual admin is an hour not spent on customers or growth.
If you're backed by private equity, the clock is ticking. 3–5 year hold periods mean integration and value creation can't wait. Slow visibility kills EBITDA improvement timelines.
Revenue per truck, technician utilization, first-time fix rate, pricing performance — surfaced automatically. Your AI analyst tells you what's working, what's not, and what to do next.
AI assigns techs based on skill, proximity, and SLA priority. Reduces windshield time and increases jobs per day without adding headcount or manual coordination.
Pricing approval workflows, compliance checks, reporting formats — built in and running. Whether you operate one location or fifty, standards hold without your personal oversight.
Track operational improvements in real time. Whether you're reporting to a board, an LP, or yourself — RollForge shows exactly how each decision drove margin expansion and revenue growth.
Drag the sliders to match your platform. See savings vs. cost before you sign anything.
Connect your field service software once. RollForge pulls jobs, revenue, and technician data every night — no CSV uploads, no manual entry, no IT project.
Free research and tools for PE operating partners building trade service platforms.
Tell RollForge about your business. It generates a full ops scorecard, quick wins, and upside estimate — instantly. No AI expertise required.