Financial clarity now. AI insights for growth.
SightMetrics connects to the systems you already use — ServiceTitan, QuickBooks, Sage, dispatch and more — and turns scattered operational and financial data into a clear executive view of what's driving profit, where margin is leaking, and what to do next. In plain English.
Built for lower- and middle-market HVAC contractors — typically $1M to $50M+ in revenue.
Busy, growing — and flying blind.
Most HVAC owners have plenty of data and almost no clarity. The systems are full of answers — nothing is turning them into decisions.
Profit is leaking and you can't see where
Revenue is up, but margin isn't. The leaks are buried in jobs, technicians, pricing, and overhead — and no one is connecting the dots.
No real view of operational efficiency
Technician productivity, truck utilization, install vs. service profitability — the numbers exist, but no one is interpreting them for you.
Cash flow feels reactive, not managed
Receivables stretch, payroll spikes, working capital tightens — and you're finding out about it after the fact.
Your CRM, ERP and books don't talk
ServiceTitan, QuickBooks, Sage, dispatch, spreadsheets — fragmented systems, no single source of truth, no executive view.
Connect. Interpret. Act.
Less a dashboard, more an executive intelligence layer that turns the data already inside your business into better decisions.
Connect the systems you already use
Securely link ServiceTitan, QuickBooks, Sage, Housecall Pro, dispatch and accounting — read-only, no migration, no IT project.
We interpret what's actually happening
SightMetrics unifies operational and financial data and explains the story behind it — what's driving profit, where margin is leaking, where efficiency is slipping.
Act on AI-enhanced recommendations
Get specific, prioritized actions on pricing, mix, labor, and cash — backed by an optional dedicated expert when stakes are high.
The executive view of an HVAC operator
An interactive preview using realistic HVAC data. The dashboard is just the surface — the value is in the interpretation: why margin moved, where profit is leaking, and what to do next.
| Service line | Revenue | Margin | Jobs | Status |
|---|---|---|---|---|
| Emergency service | $38.9K | 46.8% | 42 | Excellent |
| Maintenance contracts | $62.3K | 45.6% | 124 | Excellent |
| Residential install | $54.2K | 42.1% | 87 | Good |
| Commercial | $31.8K | 38.0% | 18 | Monitor |
- 1
Gross margin hit 42% — your best month this year, driven by stronger emergency-service pricing.
- 2
Commercial margin dropped to 38% — review recent commercial job pricing.
- 3
Collections improved: DSO down to 14 days.
An executive view of how your business actually runs.
Profitability, operational efficiency, labor productivity, and cash flow — interpreted for you, with clear actions to improve margin and grow profit.
Profit leakage detection
Pinpoint exactly where margin is slipping — by job, customer, service line, or technician.
Install vs. service profitability
Understand which side of the business is actually carrying the P&L — and where to lean in.
Technician & truck productivity
Revenue per tech, billable hours, callbacks, and route efficiency interpreted in plain English.
Operational efficiency signals
Bottlenecks in dispatch, scheduling, and labor utilization — surfaced before they hurt margin.
Cash flow & working capital
AR aging, AP timing, and cash runway translated into clear, forward-looking guidance.
AI advisory recommendations
Not just numbers — specific, prioritized actions on pricing, mix, costs, and growth.
Executive monthly briefing
A one-page summary written the way a CFO would brief you — what changed, why, and what to do.
Connects to your stack
ServiceTitan, QuickBooks, Sage, Housecall Pro and more. Read-only, secure, owner-friendly.
Not a dashboard. An advisor that reads your business.
SightMetrics' AI is built as an intelligent interpretation and advisory layer — trained on how operators, CFOs, and private equity actually read an HVAC P&L. It explains what's happening, why it's happening, and what to do about it.
Interpretation, not just visualization
Every number is paired with a plain-English explanation of why it moved and what it means for the business.
Proactive insight generation
Margin slips, productivity drops, AR creep — surfaced early, with the likely root cause, before they become problems.
Specific, prioritized actions
Not 'your margin is 38%.' Instead: reprice these 3 commercial accounts, shift labor mix, lock in this pricing structure.
Commercial gross margin dropped from 42% to 38% over the last two months. Two large accounts are now under your target margin — repricing them at +6% recovers ~$14K/quarter.
Revenue per billable hour fell 9% in October. Three technicians are running below team average on completion time — likely a dispatching mix issue, not a skill issue.
DSO is trending up 4 days vs. trailing 6-month average. Two customers represent 71% of overdue AR — collection focus there frees ~$48K of cash.
Generated from the operator's connected data. No generic tips, no AI fluff — only what's specific to your business.
Your monthly executive briefing
Every month, a one-page executive briefing in plain English: what changed in profitability, operational efficiency, and cash flow — why it changed, and what to do about it. The conversation you'd have with a CFO, on paper.
- Executive summary in plain English
- KPI snapshot with month-over-month context
- Service line profitability breakdown
- Clear, prioritized recommendations
November was your strongest profit month of the year. Revenue grew 12% over October, while gross margin expanded to 42% on stronger emergency-service pricing. Cash position improved as DSO dropped to 14 days.
| Line | Revenue | Margin |
|---|---|---|
| Emergency service | $38.9K | 46.8% |
| Maintenance | $62.3K | 45.6% |
| Residential install | $54.2K | 42.1% |
| Commercial | $31.8K | 38.0% |
- Review commercial pricing — margin slipped to 38%.
- Lock in current emergency-service pricing structure.
- Push maintenance renewals before Q1 dip.
Wall Street rigor, built for the HVAC owner.
SightMetrics is built by a former finance and investment banking professional who spent years covering industrials and business services — the exact sector HVAC contractors compete in.
The same financial lens private equity uses to evaluate and grow lower- and middle-market HVAC businesses — now in your pocket, in plain English.
Investment banking
Former finance professional analyzing and advising lower and middle market companies.
Industrials & business services
Deep coverage of HVAC, field services, and adjacent trades — the way private equity looks at them.
Built for HVAC owners
Translating institutional-grade FP&A into a tool any HVAC owner can actually use.
Simple, transparent pricing
Choose the plan that matches where your business is today.
Clarity
The executive view. Profitability, efficiency, and cash flow interpreted in plain English.
- CRM, ERP & accounting integrations
- Unified operational & financial view
- Profit leakage & margin signals
- Technician & service-line profitability
- Plain-English AI interpretation
Advisory
Clarity plus AI-enhanced advisory — specific actions to improve margin and cash.
- Everything in Clarity
- Monthly executive briefing
- AI recommendations on pricing, mix & labor
- Customer & job-level profitability
- Working capital & cash-flow guidance
- Priority chat support
Executive
AI advisory plus a dedicated finance expert from industrials & business services.
- Everything in Advisory
- Dedicated finance expert (ex-banking)
- Monthly strategy & review calls
- Pricing, growth & M&A guidance
- Board-ready reporting
14-day free trial. No credit card required. Connects to QuickBooks.
Questions, answered
Run your HVAC business with an executive view.
Connect your systems in a day. See where profit is leaking, where efficiency is slipping, and where to act — interpreted in plain English.
14-day free trial · No credit card required