Hazard 01Late signal
Fade shows up at closeout
You learn a project lost money when it's too late to chase the change order or fix the labor overrun.
BI for MEP contractors · HVAC · Plumbing · Electrical
Navigate by numbers,
Navigate by numbers,
not by feel.
SailVantage is your outsourced business intelligence department. We connect your field service, accounting and project systems into one Power BI view of job margin, technician performance, WIP and cash, so you can correct course before the margin drifts.
01 · The problem
Margin isn't lost in a storm. It's lost to drift.
You have solid software. What you don't have is one place where dispatch, accounting and project data agree. So the questions that matter most take a week of spreadsheets, or never get answered.
Hazard 02Manual WIP
WIP takes days to build
Your controller rebuilds the WIP schedule by hand every month, and the bonding agent still asks for it again.
Hazard 03Two truths
Reports that don't agree
Tech leaderboards double-count split jobs. AP lands without a job tag. Every report starts an argument instead of ending one.
02 · Built around your stack
Three charted routes to one source of truth.
We've already modeled the native data of the six platforms MEP contractors rely on most, so your budget goes to answers, not to us learning your tools.
Pipeline · Route A● Syncing
DEMO FINDING6% of AP lines arrive with no job tag, leaving $1.5M of cost off the job reports.
On Sage 100 Contractor or Excel job sheets? Talk to us anyway. The pipeline is built to add new sources. Findings come from our fictional demo company.
03 · Services
Choose your passage.
Shop Profit Snapshot
For shops with 1–10 field staff.
A one-week diagnostic built from your QuickBooks file (plus a job spreadsheet or FSM export if you have one). No new software, no licenses.
- 01True cost of a billable hour, break-even rate and minimum charge
- 02Job and customer profit ranking
- 03Cash check: AR aging and days to invoice
- 04Slow-season and maintenance-agreement math
- 05One-page monthly scorecard with 6 KPIs
- 06A QuickBooks clean-up list
Managed BI Department
For established contractors.
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.
- 01Automated pipeline from your FSM, accounting and PM systems
- 02Data-quality checks that catch duplicates, untagged costs and missing invoices
- 03Power BI dashboards: job margin, WIP, tech performance, cash, backlog
- 04What-if models for pricing, labor and capacity decisions
- 05Ongoing support, new reports and monthly reviews
04 · How it works
We plot the course. You hold the wheel.
0120 minutes
Discovery call
Your systems, your service-versus-project mix, and the one question you wish you could answer today.
02Week 1
Data audit
Read-only extracts, and a report of where your data disagrees with itself, with dollar amounts attached.
03Build
Model & dashboards
A clean warehouse and Power BI reports built around the decisions you actually make.
04Ongoing
Run & refine
Automated refreshes, monthly reviews, and new reports as your questions change.
JU
Founder · Captain's log
Jeremiah Ugbine
- OWNERFounder & owner, Jerry & Co. Home Improvement, Bronx NY
- FIELDFormer Lead HVAC Technician & Safety Compliance Coordinator
- ANALYSTMaven Analytics certificates: BI Analyst, MySQL, Python, Excel, Power BI, Tableau
- SAFETYOSHA certified · NFPA 211 & 31 field experience
72→95%work-order completion
12→3%maintenance callbacks
48→18hresponse time
06 · Built by a contractor
An operator first, an analyst second. We know what a callback costs.
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, cut callbacks and shrink response times. SailVantage brings that same operator-first approach to your shop, with a modern BI toolkit behind it.
07 · Set a heading
Tell us what you run and what keeps you up.
01About two minutes to fill in.
02Jeremiah personally replies within one business day.
03Prefer email? sailvantageanalytics@gmail.com
08 · Work with us
Join the crew.
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, 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 is a strong plus
09 · FAQ
Before you cast off.
Q.01Do 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.
Q.02Will 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.
Q.03We're a small shop. Is this overkill?
That's why the Shop Profit Snapshot exists: a fixed-scope, one-week engagement that tells you what a billable hour really costs and which jobs and customers are actually profitable.
Q.04Our software isn't listed. Can you still help?
Usually, yes. The 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.
Q.05Where are you based?
The Bronx, New York. We work remotely with contractors anywhere in the U.S., with a focus on the NY/NJ metro.
Final heading
Find the margin below the surface.
A 20-minute call. No pitch deck. Just your systems, your questions, and where the numbers point.