TorqueOps ยท Profit Leaks ยท Cash Visibility ยท Operating Cadence

TORQUEOPS
DIAGNOSTIC PREVIEW

AI-assisted finance & operating-system audit ยท HVAC ยท Plumbing ยท GC ยท Restoration ยท Construction
Includes
FREE
Torque 13โ„ข
Cash Forecast
Template

Your business is growing. Your bank balance isn't keeping up. Your time is gone.
TorqueOps installs the system that stops the leaks and gives you your time back โ€” using AI as leverage, delivered in 2 weeks.

$50K+
Avg. hidden profit
found per audit
2 WKS
Full audit &
roadmap delivered
8โ€“12
AI automations
identified per client
$25K
Equalizer Guarantee
$25K+ recoverable value

Most field services owners are busy but broke โ€” revenue is growing, the calendar is full, but the bank balance doesn't match. The culprit is almost never lazy employees or bad luck. It's 8โ€“12 operational processes bleeding cash every week that nobody has mapped or fixed.

๐Ÿ“„
Invoice Lag (3โ€“7 days avg.)
Jobs done but not billed same-day. Every extra day = 1 day longer to collect.
โ†’ $15Kโ€“$60K excess AR outstanding
๐Ÿ”ฉ
Unbilled Materials (4โ€“8% of parts)
Techs use parts from the truck that never hit the invoice.
โ†’ $20Kโ€“$80K/yr in recoverable billing
๐Ÿš—
Dispatch Dead Time (90โ€“120 min/day)
Unoptimized routing costs 2โ€“3 additional jobs per tech per week.
โ†’ 8โ€“15% more revenue capacity with same crew
๐Ÿ’ธ
Manual AR Follow-Up (5โ€“10 hrs/wk)
Office manager manually chasing invoices with no consistent cadence.
โ†’ AR days cut 8โ€“15 days with automation
๐Ÿ“Š
No Job-Level Margin Visibility
P&L looks fine but 2โ€“3 service categories are priced 10โ€“20% below true cost.
โ†’ Pricing correction = immediate margin gain
AI Tools Deployed
Jobber AI ServiceTitan QuickBooks Online Scribe Zapier Fathom Ramp Fireflies.ai Numerous.ai
1
Discovery โ€” Days 1โ€“3
Structured interviews with owner, dispatcher, and office manager. Screen-share workflow sessions to see how jobs, invoices, and AR actually flow โ€” not how you think they flow.
Tools: Fireflies.ai ยท Scribe ยท Jobber/ServiceTitan export
2
AI Analysis โ€” Days 4โ€“8
AI process intelligence maps where time actually goes. Financial forensics on job-level data surfaces which service types, techs, and customers are generating real margin vs. which you're doing for free.
Tools: KYP.ai ยท Numerous.ai ยท QBO AR Aging ยท Route analysis
3
Findings & Roadmap โ€” Days 9โ€“14
Hard savings identified in dollars, not ranges. Prioritized list of 8โ€“12 AI automations with specific tools and costs. Proof-of-concept built before the engagement ends. 90-day implementation plan with clear owner.
Deliverable: Written Profit & Ops Roadmap โ€” yours to keep
HVAC companies $3Mโ€“$100M
Plumbing & Electrical firms
Construction Trade
Restoration / remediation
Business Services
Pre-sale / exit in 2โ€“5 yrs
10โ€“500 employees
Busy but bank balance tight
โšก The Equalizer Guarantee
If we do not identify $25K+ in recoverable value, you keep the roadmap and walk.
Torque 13โ„ข Cash Flow Forecast Template
Pre-built for field services and founder-led businesses. Integrates with QBO, Jobber, and ServiceTitan. 4 tabs, 600+ live formulas, zero setup required. Shows your cash position 90 days out โ€” week by week.
Ready to Install Predictable Scale?
Book a free 20-minute call. We'll show you exactly where TorqueOps installs strategic leverage in your business โ€” and what we'd look for in your business specifically.
Book a 20-Min Fit Call โ†’ Connect on LinkedIn
Dharmesh Patel, MBA ยท TorqueOps
gettorqueops.com ยท linkedin.com/in/analyticshacker