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AI for PE-backed home services platforms.

Custom AI for $20M-$100M multi-brand HVAC, plumbing, and electrical roll-ups. Native to ServiceTitan, FieldEdge, Housecall Pro. ROI scoped in EBITDA-improvement and exit-multiple math, the language your sponsor speaks.

AudiencePlatform CEO + Operating Partner
Revenue range$20M-$100M
Native toServiceTitan, FieldEdge
Cycle4-6 week build
I · The pattern

"Your sponsor funds call-center fixes out of EBITDA-improvement before you finish pitching, if you show them the exit-multiple math."

The PE-backed home services platform has a unique buying pattern. The Operating Partner does not need to be sold on AI; they have read the same Forgepoint memos every other operating partner has read. The Platform CEO does not need to be sold on operational improvement; they were hired to deliver it. What they both lack is the translation layer between "AI feature" and "the line in the EBITDA bridge that goes to the LP deck at the next quarterly."

That translation is what we build first, before the system. Every engagement starts with the platform's actual call-abandonment rate, dispatch utilization, ticket-close rate, and the EBITDA delta of moving each one. That math goes in the operating partner's deck before the build begins. The build itself follows: custom AI on ServiceTitan, FieldEdge, or Housecall Pro, owned by the platform at handoff.

Below, the patterns we see in 8 of 10 PE-backed platforms in this revenue band, and the systems we build to remove them.

II · Five patterns we see in 8 of 10 platforms

Where EBITDA actually leaks.

Pattern recognition · eight platform audits

Calibrated against PE-backed roll-ups in the $20M-$100M band.

01Call abandonment is 12-22% across the platform.EBITDA impact: $400K-$2M annually at platform scale. Inbound calls that drop, ring out, or get a busy signal because the call-center capacity wasn't there. Custom 24/7 AI receptionist bridges the gap, books the appointment, drops it cleanly into ServiceTitan dispatch.01Of five
02Dispatch optimization is brand-by-brand and inconsistent.EBITDA impact: 12-18% lift in revenue per technician day. Multi-brand platforms have multi-brand dispatch logic, often inherited from each acquisition. AI dispatch normalization reads ServiceTitan state across all brands, surfaces the optimal route across your full technician pool, not just within one brand.02Of five
03Membership-conversion is left to the technician.EBITDA impact: 4-9% recurring revenue uplift. The membership pitch happens (or doesn't) at the kitchen table. Custom AI primes the technician with prior history, scripts the right pitch for that customer, captures the conversion in real-time. Recurring-revenue uplift is the highest-multiple-impact line item available to the platform.03Of five
04Acquired-brand integration takes 18-24 months.EBITDA impact: 6-9 months of synergy capture, sooner. Each new acquisition spends 18 months getting onto the platform's ServiceTitan instance. AI bridges the FSM gap during the migration window. Synergies start landing in month 3 instead of month 18.04Of five
05Cross-platform reporting is a Sunday-evening Excel rebuild.EBITDA impact: 8-15 hours per week of platform CFO + Ops time. The Operating Partner's deck wants brand-level performance, technician-level utilization, and platform-level EBITDA bridge in the same view. Custom reporting AI assembles it on Monday morning automatically.05Of five
III · What we build

Five system shapes.

Drawn from real engagements

4-6 week builds, fixed-fee, on your FSM, in your tenant.

I.

24/7 AI receptionist into ServiceTitan dispatch

II.

Multi-brand dispatch normalization

III.

Technician-priming & membership conversion AI

IV.

Acquisition-integration FSM bridge

V.

Operating-partner reporting AI

Evidence · last engagement

$3.2M of EBITDA-bridged exit-value uplift modeled at a $42M three-brand HVAC platform.

5-week build. Fixed fee. ServiceTitan-native. Owned by the platform at handoff.

See case studies →
IV · The calculator, free

Run the exit-multiple math.

9 inputs, 2 minutes

Call-Center Leakage Calculator translates your platform's call-abandonment rate into EBITDA and exit-multiple dollars in your sponsor's preferred format.

The Call-Center Leakage Calculator.

Your platform's call-abandonment rate, translated into EBITDA and exit-multiple dollars. The format Operating Partners actually read. No follow-up unless you book one.

Run the calculator →
Free · 2 minutes
Exit-multiple math
Sponsor-ready format
Email gates the PDF
V · Frequently asked

Common questions.

Q1What size platforms?$20M-$100M PE-backed home services roll-ups, multi-brand HVAC, plumbing, electrical, with 200+ employees across 3+ locations.SizingFAQ
Q2Which FSMs?ServiceTitan, FieldEdge, Housecall Pro, Workiz. Built on top, no migration.StackFAQ
Q3How do you frame ROI for the sponsor?EBITDA-bridge format, exit-multiple translation. Every deliverable has a line in the operating partner's quarterly deck.ROIFAQ
Q4Do you replace dispatchers or CSRs?No. Pattern: platforms recapture call leakage and grow into the additional dispatch capacity rather than shrinking.TeamFAQ
Q5Engagement cost?$45K-$180K fixed-fee. Working prototype on platform data within 7-10 days at no cost.PricingFAQ
Ready when you are

Book the 45-minute diagnosis.

No pitch. No fee. A written EBITDA-bridge map, scoped to your platform's actual call, dispatch, and conversion data.

Book your diagnosis → Or run the calculator →