Built for PE-backed trade service roll-ups — HVAC, plumbing, electrical, and beyond. RollForge gives your platform a single AI operations layer across every acquired trade company. Portfolio-level visibility. Standardized from day one. And now plugs directly into ServiceTitan — daily KPI sync, no spreadsheets required.
AI-generated for: Trade service company · $8M annual revenue · 14 technicians · FieldEdge
"Solid revenue per truck but leaving ~$280K in standardization upside on the table through manual dispatch and pricing inconsistency."
Top 3 Quick Wins
~15 seconds · No account required
Each acquired company runs different software, different processes, different KPIs. Your operating partners spend months just getting baseline visibility.
ServiceTitan shows you one company. You manage fifty. There's no tool built for the entity running the roll-up, only the entities being rolled up.
Every new acquisition means more back-office work. Scheduling, dispatch, reporting, compliance. The whole point of consolidation was efficiency, but overhead grows with headcount.
PE hold periods are 3-5 years. If integration takes 18 months, you've burned half your runway before operational improvements hit the P&L.
Unified KPIs across every acquired company. Revenue per truck, technician utilization, first-time fix rate, customer lifetime value. Compared across locations in real time.
AI assigns techs based on skill, proximity, and SLA priority across your entire portfolio. Reduces windshield time and increases jobs per day without adding headcount.
When you close an acquisition, RollForge onboards the new company to your standard operating procedures automatically. Pricing, workflows, reporting formats, compliance checks.
Track operational improvements from consolidation in real time. Show LPs exactly how each integration drove margin expansion, labor efficiency, and revenue growth.
Drag the sliders to match your platform. See savings vs. cost before you sign anything.
Connect your portcos' FSM software once. RollForge pulls jobs, revenue, and technician data every night — no CSV uploads, no manual entry.
Free research and tools for PE operating partners building trade service platforms.
Input a portco's profile. AI generates the full scorecard, quick wins, and EBITDA upside estimate instantly.