AI CFO for Electrical Business Owners

Name: RollForge
Price range: $$

The gap that costs you

RollForge closes it

The pain

Material surcharges, labor overruns, change orders that never get approved — you're losing money on everything that isn't a flat-rate bid.

Commercial electrical is feast or famine. Flat-rate jobs make money. T&M jobs bleed it. You don't know which is which until you're already in the red.

Your current reality

Jobs with margin tracked post-completion0%

Change orders captured vs. lost~60% captured, 40% written off

Annual margin loss on T&M overruns$20K–$45K (typical)

The fix

AI Margin Audit Engine → Weekly Digest

From your CSV export of completed jobs, RollForge flags T&M overruns, parts-vs-labor variance, techs running over hours, and the project types that actually make money — so you bid smarter next time. Change-order approval alerts are on the roadmap.

RollForge Margin Audit — This Week

DeltaPoint Commercial — labor overrun 18%-$1,840 at risk

Residential service avg margin31% — below 40% floor

T&M labor overruns (over hours baseline)3 jobs ($4,200 over)

Projected annual margin recovery+$19,400

The pain

You have $200K in commercial AR. GC payment schedules don't match reality.

General contractors hold your money hostage for punch lists you finished three weeks ago. You don't have the bandwidth to chase everyone. You send statements and hope. Some get paid. Most don't.

Your current reality

AR over 60 days$76,400 (38% of total)

Punch list AR tracked vs. not trackedNot tracked — mixed into total

Last formal dunning sequence sentNever — manual process

The fix

AI AR Collections Engine → Draft Emails + Escalation Workflow

RollForge imports your invoices, separates punch-list AR from contract AR, scores accounts by recovery likelihood, and generates multi-step dunning drafts. Your daily briefing tells you exactly who to call and what to say. Postmark tracks opens so you know when to escalate to legal.

RollForge AR Engine — Priority Accounts

Rogers GC — $38,200, 72 days (punch list hold)Step 2 escalation ready

Apex Construction — $22,800, 45 daysStep 1 friendly reminder

Lakeside Dev — $41,600, 90+ daysBad debt risk ⚠

AR recovered last 30 days+$44,200

The pain

You don't know which techs are profitable until the job is done — and sometimes not even then.

Journeymen rate $60/hour. Apprentices rate $32/hour. You price based on who you have. But if the apprentice runs 60% of the job and you billed it at journeyman rate, you've already lost margin before the van pulls out of the driveway.

Your current reality

Tech mix tracked per jobNo — labor mixed together

Apprentice jobs flagged for margin reviewNot tracked

Annual cost of pricing below labor cost$15K–$30K (typical)

The fix

AI Dispatch + Margin Combined → Daily Briefing

RollForge tracks tech mix per job and flags when apprentice-heavy jobs are billed at journeyman rates. Combined with dispatch risk scoring (missed windows, callback patterns), you get a daily briefing showing which jobs need attention and which techs need coaching — sorted by dollar impact.

RollForge Dispatch + Margin — Today's Focus

Job #6012 — retail TI, Oakwood (apprentice 70%)-$940 margin risk

Tech Thompson — avg 38% GM (below 42% target)Coaching flagged

Tech Harris — avg 51% GM (above target)Top performer ⚡

Portfolio margin this week43.8% — above 42% floor

Mechanism

How it shows up at your shop

🛠️

Tell us about your shop

Vertical mix (service, construction, low-voltage, generator/backup), truck count, current FSM. Takes about 2 minutes.

📥

We learn your pricing and dispatch

Connect QuickBooks or Xero (live OAuth). For ServiceTitan or Housecall Pro, upload a CSV today — direct OAuth/API sync is on the roadmap. The engine reads your data to learn margin baseline and tech patterns in 30 days.

⚡

Morning brief lands at 7am

Each morning, your engine briefing shows the 3–5 flags worth your attention that day — sorted by dollar impact. One-tap ack, or dig in.

Questions electrical owners ask

Before you decide

How fast will I see something useful?

A handful of flagged risks and margin issues surface in the first week. Baseline locks at day 30 — after that, the dialed-in comparisons kick in. You see real signal during the free trial, before you upgrade.

Does it work with ServiceTitan or Housecall Pro?

RollForge accepts a CSV export from ServiceTitan or Housecall Pro today — drop the file in the dashboard and the column mapper handles the headers in about 2 minutes. Direct OAuth/API sync for both vendors is on the roadmap (Housecall Pro is close to ready; ServiceTitan is behind dev-key approval). For integrations that ARE live today, see Bank Sync (Plaid, near-real-time) and QuickBooks/Xero.

Will RollForge call my customer about a callback?

No. When a recall pattern shows up, RollForge drafts the follow-up message — you review it, pick the right moment, and your tech or office manager hits send. You stay in the driver's seat; we just remove the blank-page problem.

What if I already have an accountant?

Invite them with read-only access. They'll see your numbers, your briefings, and the same AI context you do — so they show up to every month-end already knowing what's happening. No more exporting CSVs and loading them into a portal.

How is this priced?

See the full pricing breakdown — Founder covers 1 business. Pro covers multiple businesses. free trial, no card required to start. No per-feature pricing — every engine, every feature, every integration is included.

The AI CFO for electrical business owners running multiple businesses.

RollForge closes it

How it shows up at your shop

Before you decide

See across all your electrical businesses. Connect a bank in about 90 seconds; first briefing tomorrow morning.