AI CFO for Plumbing Business Owners

Name: RollForge
Price range: $$

The gap that costs you

RollForge closes it

The pain

You're billing $90/hour but writing off $60/hour jobs because techs don't track time right.

Your guys are honest. They just don't fill out timecards accurately. Parts markup varies by truck. Service agreements get honored but nobody tracks what's actually covered. By month-end you have guesses, not numbers.

Your current reality

Jobs with accurate time tracking~40%

Parts markup consistencyNo standard — varies by job

Actual gross margin visibilityEnd of month (too late)

The fix

AI Margin Audit Engine → Weekly Digest

RollForge analyzes every completed job against expected margin. It flags underpriced work orders, catches parts markup inconsistencies, and shows tech-level profitability. You get a weekly digest with the top 5 actions — each with dollar impact.

RollForge Margin Audit — This Week

Jobs below 40% gross margin6 flagged

Drain cleaning avg margin (parts markup low)34% — 6pts below floor

Tech Rodriguez avg margin26% — flagged for review

Projected annual margin recovery+$22,600

The pain

You have $140K in AR. HOA accounts, property managers, insurance — nobody pays on time.

Your office sends statements. You don't know who opened them. You don't know when to escalate. And by the time you're ready to cut off service, the customer has moved on to the next plumber.

Your current reality

AR over 60 days$48,200 (34% of total)

Open AR email responses tracked0 — no visibility

Last written-off bad debt$11,400

The fix

AI AR Collections Engine → Daily Briefing + Draft Emails

RollForge imports your invoices, scores them by aging and recovery likelihood, and generates multi-step dunning drafts. Your daily briefing surfaces which accounts need attention. Postmark tracks opens so you know when to escalate to a phone call.

RollForge AR Engine — Priority Accounts

Riverside HOA — $18,400, 6the first weekStep 2 escalation ready

Metropolitan PM — $9,200, 52 daysStep 1 friendly reminder

Sunset Properties — $31,600, 84 daysBad debt risk ⚠

AR recovered last 30 days+$29,800

The pain

You don't know which tech is running profitable jobs and which is running your margin into the ground.

Warranty callbacks. Extended labor. "I'll quote it when I'm there" pricing. Your best tech bills $90/hour and makes you money. Your newest tech bills the same and loses it on callbacks and underpriced parts.

Your current reality

Tech performance visibilityNone — no tracking system

Callback rate by techUnknown

Annual cost of tech-driven margin loss$25K–$60K (typical)

The fix

AI Dispatch Risk + Margin Combined → From your uploaded job CSV

Upload a CSV of completed jobs and RollForge scores dispatch risk (callback patterns, missed-window indicators) plus per-tech margin. Your next morning briefing shows which jobs are at-risk and which techs need coaching — 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 + Margin — From your last CSV upload

Tech Harris — 4 callbacks in 45 days (avg $340/job)Coaching flagged

Job #5102 — sewer line repair, Oakwood (margin risk)-$820 at risk

Tech Torres — avg 52% GM (above target)Top performer ⚡

Portfolio margin this week44.2% — above 40% floor

Mechanism

How it shows up at your shop

🛠️

Tell us about your shop

Vertical mix (service+install, residential, light commercial, drain cleaning), 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 plumbing 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 plumbing business owners running multiple businesses.

RollForge closes it

How it shows up at your shop

Before you decide

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