For HVAC business owners running 1–5 businesses

The AI CFO for HVAC business owners running multiple businesses.

Daily cash, margin, AR, and goal briefings — built for HVAC business owners running one to five businesses. See across every shop you operate, without the dispatch, scheduling, or invoicing overhead.

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The gap that costs you

RollForge closes it

1
The pain
You find out about a callback 3 days later — after the customer already wrote a bad review.
Your dispatch team is doing their best. But a tech misses a window, or a repair doesn't hold, and you're chasing complaints instead of catching them early.
Your current reality
Callbacks discovered by phone callDay 4
Dispatch risk visible in your systemNo — siloed across technicians
Annual callback cost (industry avg)$12K–$40K per truck
The fix
AI Dispatch Risk Engine → From your uploaded job CSV
Upload a CSV export of completed jobs; RollForge scores each one for dispatch risk (callback patterns, missed-window indicators) and margin per tech. Your next morning briefing shows which jobs need attention — sorted by dollar impact. — 90-second bank connect gets your first briefing within 24 hours; uploaded job CSVs deepen dispatch and margin; a forwarded AR aging report or invoice email powers AR.
RollForge Dispatch Risk — From your last CSV upload
Job #4892 — AC install, Brookside Apts (Est. loss)-$1,240
Job #4911 — RTU repair, Peachtree Tower (window risk)-$680 risk
Callback pattern: Tech Martinez (3 in 30 days)Flagged ⚠
Margin saved this week+$2,180
2
The pain
You know you're underpricing jobs. But you don't know which ones, and you don't have time to fix it.
Your techs sell at whatever price gets the job. Parts markup is inconsistent. Labor hours aren't tracked. By the time you run P&L on a job, it's already done.
Your current reality
Jobs analyzed for margin last month0
Parts markup variance across trucks18%–47% — no standard
Annual margin bleed from pricing gaps$30K–$80K (typical)
The fix
AI Margin Audit Engine → Weekly Insight Digest
RollForge analyzes every completed job against expected margin. It flags underpriced jobs, parts markup inconsistencies, and techs who regularly go over hours. You get a weekly digest with the top 5 actions — each with dollar impact.
RollForge Margin Audit — This Week
Jobs below 38% gross margin8 flagged
Parts markup below 48% on coolant jobs-$1,840 at risk
Tech Williams avg job margin28% — 10pts below target
Projected annual margin recovery+$18,400
3
The pain
You've got $180K sitting in AR. Your office manager sends emails. Nobody tracks who opened them.
Commercial AR is brutal — insurance claims, HOA accounts, property managers who sit on invoices. You don't know which 20% of invoices represent 80% of your outstanding balance.
Your current reality
AR over 60 days$62,400 (34% of total)
Open email conversations tracked0 — no system
Bad debt written off last 6 months$8,200
The fix
AI AR Collections Engine → Dashboard + Daily Briefing
RollForge imports your invoices, scores them by aging and recovery likelihood, and generates multi-step dunning drafts. Your daily briefing surfaces which accounts need immediate attention and what to say. Postmark tracks opens so you know when to escalate.
RollForge AR Engine — Priority Accounts
Peachtree Commercial — $14,200, 62 daysStep 2 escalation ready
Summit HOA — $8,600, 45 daysStep 1 friendly reminder
Metro Properties — $22,100, 78 daysBad debt risk ⚠
AR recovered last 30 days+$31,400
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Plumbing Contractors
Cash, margin, and AR for plumbing owners
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Electrical Contractors
Cash, margin, and AR for electrical owners
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Pricing
See pricing — Founder covers 1 business · Pro covers multiple
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Mechanism

How it shows up at your shop

1
🛠️
Tell us about your shop
Vertical mix (light commercial, residential, service+install), truck count, current FSM. Takes about 2 minutes.
2
📥
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.
3
☀️
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 HVAC owners ask

Before you decide

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.
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.
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.
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.
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.

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

Daily cash briefings, AI margin audit, AR collections — CSV upload plus a connected bank makes margin and AR richer (QBO and Xero sync P&L only). No per-feature pricing, no "contact sales."

Dispatch risk scoring (from uploaded job CSVs) AI margin audit AR collections Daily briefings
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