See which jobs make money before the margin fades.
SailVantage is your outsourced business intelligence department. We connect your field service, accounting and project systems into one Power BI view of job profit, technician performance, WIP and cash, so you stop running the business off spreadsheets and gut feel.
Built for ServiceTitan, BuildOps, QuickBooks Online, Sage Intacct, FOUNDATION and Procore shops.
Your data lives in four systems. Your answers live in none of them.
Most growing contractors have solid software. What they don't have is one place where dispatch, accounting and project data agree. So the questions that matter most take a week of spreadsheet work, or never get answered.
Margin fade shows up too late
You find out a project lost money at closeout, when it's too late to fix a change order or a labor overrun.
WIP takes days to build
Your controller rebuilds the WIP schedule by hand every month, and your bonding agent still asks for it again.
Reports that don't agree
Tech leaderboards double-count split jobs. AP lines come in without a job tag. Every report starts an argument instead of ending one.
We already speak your software.
We've modeled the native data structures of the six platforms MEP contractors rely on most, so we don't spend your budget learning your tools.
Field service + small-business accounting
Tech performance without double-counting, true cost of a billable hour, maintenance agreement profitability, and AP that actually lands on the right job.
Typical fit: HVAC/R and plumbing service companies, roughly 10–60 techs.
Field service + construction ERP + project management
One view of service and project margin, early warning on fading jobs, and a reconciliation of ERP cost against Procore budgets.
Typical fit: commercial MEP contractors with an in-house controller or CFO.
Field service + construction accounting + PM
Automated WIP for bonding, certified and prevailing-wage payroll visibility, and service profit pulled out of catch-all jobs.
Typical fit: mechanical contractors doing union or public-sector project work.
On something else, like Sage 100 Contractor or Excel job sheets? Talk to us anyway. Our pipeline is built to add new sources.
Start small, or build the whole department.
Shop Profit Snapshot
A fixed-scope, one-week diagnostic built from your QuickBooks file (plus a job spreadsheet or FSM export if you have one). No new software, no licenses.
- True cost of a billable hour, break-even rate and minimum charge
- Job and customer profit ranking
- Cash and collections check: AR aging and days to invoice
- Slow-season and maintenance-agreement math
- One-page monthly scorecard with 6 KPIs
- A QuickBooks clean-up list
Managed BI Department
We build and run your reporting layer end to end, from raw system extracts to the dashboards your owners, PMs and service managers open every morning.
- Automated data pipeline from your FSM, accounting and PM systems
- Data-quality checks that catch duplicates, untagged costs and missing invoices
- Power BI dashboards: job margin, WIP, tech performance, cash and backlog
- What-if models for pricing, labor and capacity decisions
- Ongoing support, new reports and monthly reviews
From scattered exports to a dashboard you trust.
Discovery call
20 minutes. Your systems, your service-versus-project mix, and the one question you wish you could answer today.
Data audit
We pull read-only extracts and show you where your data disagrees with itself, with dollar amounts attached.
Build
We model your data into a clean warehouse and build Power BI reports around the decisions you actually make.
Run & improve
Automated refreshes, monthly reviews, and new reports as your questions change.
The money hiding between your systems.
We built a full fictional contractor, Demo Mechanical Co. (about $20M a year, 11,600 service jobs and 48 projects), and ran it through all three stacks. Here's what a typical integration surfaces.
All figures come from SailVantage's synthetic demo dataset and illustrate the kinds of gaps we look for. They are not client results.
Jeremiah Ugbine
- Founder & owner, Jerry & Co. Home Improvement (Bronx, NY)
- Former Lead HVAC Technician & Safety Compliance Coordinator
- Maven Analytics certificates: Business Intelligence Analyst, MySQL, Python, Excel, Power BI & Tableau
- OSHA certified, with NFPA 211 & 31 field experience
An operator first, an analyst second. We know what a callback costs because we've driven back for one.
Jeremiah came to analytics from the field. He led an HVAC crew, built a 20-point NFPA-aligned inspection program, and now runs a property maintenance company serving multifamily buildings across five properties in New York.
He used his own operating data to raise work-order completion from 72% to 95%, cut maintenance callbacks from 12% to 3%, and bring response time down from 48 hours to 18. SailVantage brings that same operator-first approach to your shop, backed by a modern BI toolkit.
Tell us what you're running and what's keeping you up.
Takes about two minutes. Jeremiah personally replies within one business day. Prefer email? Write to sailvantageanalytics@gmail.com.
We're building a bench of freelance talent.
SailVantage is growing, and we work with independent specialists on a project basis. All roles are remote and contract-based, with rates set per engagement. Experience in construction, the trades or field service is a big plus.
Power BI / DAX Developer
- Build semantic models and client-facing reports
- Strong DAX, Power Query and data modeling
- Fabric or Power BI Embedded is a plus
Data Engineer (SQL / Python)
- Build extraction pipelines from FSM, ERP and PM tools
- SQL warehousing, star schemas and data-quality checks
- ServiceTitan, Sage or Procore API experience is a plus
Sales / Appointment Setter
- Book discovery calls with contractor owners and CFOs
- Comfortable on the phone and in a CRM
- Knowledge of the trades or construction is a strong plus
Common questions
Do we need to buy new software?
No. We work from the systems you already pay for. The Shop Profit Snapshot needs no licenses at all. Full builds typically run on Power BI, which costs a modest monthly fee per user.
Will you need write access to our systems?
No. We only need read-only access or exports. We never change data in your FSM, accounting or project management tools.
We're a small shop. Is this overkill?
That's exactly why the Shop Profit Snapshot exists. It's a fixed-scope, one-week engagement that tells you what a billable hour really costs you and which jobs and customers are actually profitable.
Our software isn't listed. Can you still help?
Usually, yes. Our pipeline is designed to add new sources, and most platforms offer reports or an API we can work with. Tell us what you run on the discovery call.
Where are you based?
New York City (the Bronx). We work remotely with contractors anywhere in the U.S., with a focus on the NY/NJ metro.
Find the margin hiding in your data.
A 20-minute call. No pitch deck, just your systems and your questions.