AI CFO for Plumbing Contractors | RollForge — Dispatch, Margin, AR Intelligence

1

The pain

You're billing $90/hour but writing off $60/hour jobs because techs don't track time right.

Your guys are honest. They just don't fill out timecards accurately. Parts markup varies by truck. Service agreements get honored but nobody tracks what's actually covered. By month-end you have guesses, not numbers.

Your current reality

Jobs with accurate time tracking~40%

Parts markup consistencyNo standard — varies by job

Actual gross margin visibilityEnd of month (too late)

The fix

AI Margin Audit Engine → Weekly Digest

RollForge analyzes every completed job against expected margin. It flags underpriced work orders, catches parts markup inconsistencies, and shows tech-level profitability. You get a weekly digest with the top 5 actions — each with dollar impact.

RollForge Margin Audit — This Week

Jobs below 40% gross margin6 flagged

Drain cleaning avg margin (parts markup low)34% — 6pts below floor

Tech Rodriguez avg margin26% — flagged for review

Projected annual margin recovery+$22,600

2

The pain

You have $140K in AR. HOA accounts, property managers, insurance — nobody pays on time.

Your office sends statements. You don't know who opened them. You don't know when to escalate. And by the time you're ready to cut off service, the customer has moved on to the next plumber.

Your current reality

AR over 60 days$48,200 (34% of total)

Open AR email responses tracked0 — no visibility

Last written-off bad debt$11,400

The fix

AI AR Collections Engine → Daily Briefing + Draft Emails

RollForge imports your invoices, scores them by aging and recovery likelihood, and generates multi-step dunning drafts. Your daily briefing surfaces which accounts need attention. Postmark tracks opens so you know when to escalate to a phone call.

RollForge AR Engine — Priority Accounts

Riverside HOA — $18,400, 67 daysStep 2 escalation ready

Metropolitan PM — $9,200, 52 daysStep 1 friendly reminder

Sunset Properties — $31,600, 84 daysBad debt risk ⚠

AR recovered last 30 days+$29,800

3

The pain

You don't know which tech is running profitable jobs and which is running your margin into the ground.

Warranty callbacks. Extended labor. "I'll quote it when I'm there" pricing. Your best tech bills $90/hour and makes you money. Your newest tech bills the same and loses it on callbacks and underpriced parts.

Your current reality

Tech performance visibilityNone — no tracking system

Callback rate by techUnknown

Annual cost of tech-driven margin loss$25K–$60K (typical)

The fix

AI Dispatch Risk + Margin Combined → Daily Briefing

RollForge combines dispatch risk events (callback patterns, missed windows, margin-draining behavior) with per-tech margin profiles. Your daily briefing shows you which jobs are at-risk and which techs need coaching — sorted by dollar impact.

RollForge Dispatch + Margin — Today's Focus

Tech Harris — 4 callbacks in 45 days (avg $340/job)Coaching flagged

Job #5102 — sewer line repair, Oakwood (margin risk)-$820 at risk

Tech Torres — avg 52% GM (above target)Top performer ⚡

Portfolio margin this week44.2% — above 40% floor

8 Trucks Running. Zero Visibility Into What's Actually Profitable.

RollForge closes it

$500/month per company. Everything included.