AI Dispatch for HVAC, Mechanical & Multi-Trade Services

Every Deal Added Capability - and Increased Operational Disconnect.

Every acquired brand brought its own dispatch system - and the seasonal spike doesn’t care. StraViso is the AI productivity layer that consolidates dispatch across acquired brands, routes by skill in the surge, and documents inspection compliance - without ripping out ServiceTitan, BuildOps, or FieldEdge .

26,000+
Field technicians orchestrated by StraViso in production today
$5–$8
Per technician per day in upsell revenue captured at peer roll-ups
$150–$300
Cost per truck roll - every callback hits the operating margin twice
60-day
Pilot to measurable production - synergy clock starts in month two

Six Challenges Scaling Faster Than Your Platform.

From PE-backed HVAC groups to public contractors, every leadership team is tackling these right now.

Roll-Up Integration

20–40 Acquired Brands, 20–40 Dispatch Systems

The deal model assumed synergies; the operating reality is that every acquired company brought its own dispatch software, its own route logic, and its own technician routines. Synergy capture is gated by the dispatch board.

Seasonal Spikes

3X Volume, Same Workforce

Summer AC failure. Winter heat emergency. Fire-system inspection windows. Dispatch volume goes 3X in a week and the bench can’t grow that fast - so the difference between revenue and refunds is routing intelligence, not headcount.

Multi-Trade Skill Routing

HVAC + Plumbing + Electrical + Fire

Multi-service contractors win because they bundle trades for the customer - and pay the price in dispatch. Skill-based routing across HVAC, plumbing, electrical, and fire/life safety is no longer a “nice to have.”

Inspection Compliance

Fire-System Inspections Are Mandated by Code

Fire and life safety inspection cadences are enforced by AHJs. Recurring service is the revenue model - and missed inspections are liability events. Compliance dispatch is not optional, and not negotiable.

First-Time Fix Economics

Every Callback Is Margin Gone

FTF is the single biggest lever on services-business margin. Skill-based routing, parts-on-truck visibility, and AI-guided technician workflow are how peer operators move FTF 10–15 points without touching headcount.

Contractor Network Dispatch

Dispatching a Workforce You Don’t Directly Employ

Home-warranty, dealer, and franchise models dispatch across independent contractors with SLA penalties for missed appointments. Network management, performance tracking, and compliance documentation become the operating challenge.

What Changes When StraViso Runs Over Your Stack.

Benchmarked across 26,000+ technicians in live production - spanning post-M&A roll-ups and multi-trade service operators.

15% ↑
First-Time Fix
Skill-based routing, AI-guided workflow, parts-on-truck visibility from day one.
3X
Seasonal Capacity
Handle 3X dispatch volume without 3X headcount via dynamic routing and surge dispatch.
Month 2
M&A Integration
One unified dispatch view across acquired brands in 60 days - not 18 months.
20% ↓
Overtime Spend
Better tools = better tech retention. Tech-friendly mobile UX that supervisors fight for.

StraViso is one unified platform across all acquired entities - the proof to your board and your sponsors that the integration is on track. You don’t have to wait for a multi-quarter ERP project to show synergy capture in field operations.

What You Tell the Board

  • “Synergy clock started in month two, not month twenty” - measurable productivity uplift across acquired brands within the first 60 days
  • One operational scoreboard across every brand in the portfolio - same KPIs, same dashboards
  • Future-proof acquisition model - next deal’s field workforce onboards into the same dispatch view
  • 40% reduction in dispatch-to-arrival time, repeatedly, across operating companies
  • PE/board-ready ROI model - defensible in the QBR, defensible in diligence

Field Cloud is a margin play. Conservative, defensible ROI model - built around truck-roll cost, first-time-fix rate, overtime reduction, and crew utilization. It survives sponsor scrutiny because every assumption is benchmarked against production deployments.

What Goes Into the ROI Model

  • Truck-roll cost baseline ($150–$300 per roll, by trade)
  • Repeat-dispatch rate reduction × annual roll volume
  • Overtime spend reduction from better dispatch + crew utilization
  • Seasonal-spike revenue capture - completed jobs/day during peak weeks
  • M&A synergy reporting - capture per-acquired-brand productivity uplift in measurable form for the board
  • TCO comparison vs. ServiceTitan, FieldEdge, BuildOps, and ServiceNow FSM

Handle 3X volume without 3X headcount. AI dynamically routes technicians by certified skill, current location, real-time urgency, and parts-on-truck. Your seasonal surge doesn’t break the dispatch board - it stress-tests it, and the board holds.

What You Get in Production

  • Skill-based routing across HVAC, plumbing, electrical, and fire/life safety
  • Seasonal-surge dispatch - pre-built templates for summer AC, winter heat, fire-inspection windows
  • Live first-time-fix dashboard by tech, by branch, by trade, by acquired brand
  • Parts-on-truck visibility - surface mismatches before the truck rolls, not after the callback
  • Recurring service scheduling with compliance-cadence built in for fire/life safety
  • SLA exception management - anomalies escalated, not buried

StraViso is a productivity layer - not a system of record. We sit over ServiceTitan, BuildOps, FieldEdge, ServiceNow FSM, NetSuite, Sage Intacct, and your acquired-brand systems, not between them. Architecture your engineers respect. Deployments measured in weeks.

What Your Architects Get

  • API-first integration with ServiceTitan, BuildOps, FieldEdge, ServiceNow FSM, NetSuite, Sage Intacct, Procore
  • SOC 2 path , SSO, RBAC, data residency controls - enterprise security baseline ready for diligence
  • No fourth pane of glass - surfaces inside the systems your operators already live in
  • Acquired-brand onboarding pattern - new acquisition’s dispatch system integrates in days, not quarters
  • Clean event model - dispatch, completion, compliance, and customer events all queryable
  • 60-day deploy with a measurable pilot, not a multi-quarter implementation drag

Tech retention is the workforce reality of every roll-up, and the seasonal grind makes it worse. StraViso reduces manual chaos in the technician’s day - fewer phone calls to dispatch, fewer wrong addresses, fewer wasted truck rolls. Better day, better stay.

What You Measure

  • 15–20% reduction in unplanned overtime - directly tied to retention and to wellbeing
  • Tech satisfaction signal from in-app sentiment + adoption telemetry
  • Onboarding-time reduction - new techs (and newly acquired techs) productive faster on a unified UX
  • Safety incident correlation - fatigue-flagged shifts, evidence of safer assignment
  • Turnover by acquired brand - surface integration-risk hot spots before exit interviews do

One Playbook to Unify Every Brand within 90 Days

Day 0–30 · Discover

Map the Dispatch Reality

Inventory every acquired-brand dispatch system, route engine, and SLA commitment. Identify the 80% common workflow.

  • Acquired-brand dispatch inventory
  • SLA & service-level reconciliation
  • Skill matrix & certification audit
Day 30–60 · Pilot

One Brand, One Branch, One Season

Run StraViso over the pilot brand’s existing dispatch system. Measure FTF, dispatch-to-arrival, and overtime - baseline vs. live.

  • 50–100 technician pilot
  • Same FSM, new productivity layer
  • Live KPI dashboard for the operating committee
Day 60+ · Roll Out

Brand by Brand, at Acquisition Pace

Each subsequent brand integrates into the same productivity layer in days, not quarters. Future acquisitions onboard the same way.

  • Standardized integration pattern
  • One operational scoreboard, all brands
  • Synergy capture documented for the board
Skill-Based Routing

One Dispatch Board. Every Trade. Every Certification.

Multi-trade contractors win on bundled service. Skill-based routing is how that promise survives the seasonal spike - without sending an HVAC tech to a fire-system inspection or burning an electrician’s day on a thermostat.

Skill matrix + license/certification + parts-on-truck + travel time + customer SLA Combined into a single routing decision, every dispatch, in milliseconds. The dispatcher’s job becomes exception management - not Tetris.
OVER-THE-TOP (OTT) ARCHITECTURE

StraViso Sits Over Your Stack - Not Between It.

You don’t replace the systems each acquired brand brought with them. You add the productivity layer that makes them produce more revenue per technician, per truck-roll, per season.

Productivity Layer
StraViso Field Cloud StraViso Dispatch Cloud StraViso Operations Cloud StraViso Engage Cloud
Dispatch & FSM
ServiceTitan BuildOps FieldEdge ServiceNow FSM Salesforce Field Service Acquired-Brand Legacy Systems
ERP & Finance
NetSuite Sage Intacct Microsoft Dynamics SAP QuickBooks Enterprise
Project & Build
Procore Autodesk Build Estimating & Takeoff Tools
Edge & Field
IoT-Connected Buildings Vehicle Telematics Connected Diagnostics Customer Self-Service

Production Scale, in a peer roll-up.

Synergy clock started in month two, not month twenty. The combined workforce operated as one team in weeks - and the in-field upsell automation is generating $5–$8 per tech per day in revenue we weren’t capturing before. That’s not an IT project. That’s EBITDA.

VP, Field Operations · National Multi-Brand Services Operator

$5–$8
Per Tech, Per Day in Upsell
20–35% ↑
Field Productivity
15–40% ↓
Dispatch Calls
26K+
Technicians in Production

Frequently Asked Questions

We don’t have budget for a new platform right now.
StraViso isn’t a platform purchase - it’s a productivity layer over the dispatch and ERP systems each acquired brand already runs. The 60-day pilot quantifies field-ops ROI before any commitment. Truck-roll reduction, overtime savings, and seasonal-spike revenue capture typically offset the investment within 9 months.
We’re in the middle of an integration. We can’t add another initiative.
That is exactly why StraViso exists. We deploy alongside your integration program, not inside it. Zero stack disruption. No IT bandwidth required beyond week-one scoping. Your integration roadmap continues uninterrupted while dispatch performance improves immediately - and the synergy clock starts in month two.
We’ve invested heavily in ServiceTitan, BuildOps, and FieldEdge across acquired brands.
StraViso connects to all of them via 100+ prebuilt connector libraries. We don’t replace ServiceTitan, BuildOps, or FieldEdge - we sit over them as a single productivity layer that unifies the dispatch view across acquired brands. No rip-and-replace, ever. Your existing investments continue to pay off.
How much effort does this require from our side?
Engineering involvement is limited to scoping in week one. After that, StraViso handles deployment, integration, and workflow onboarding. A regional pilot runs with weekly KPI tracking and minimal internal overhead. Pilot brand goes live in 60 days; subsequent acquired brands integrate in days, not quarters.
Is this defensible in PE diligence and sponsor reviews?
Yes. The ROI model is built around truck-roll cost, first-time-fix rate, overtime reduction, and crew utilization - every assumption benchmarked against production deployments. M&A synergy reporting per acquired brand is generated as a board artifact, not as a one-off slide deck. TCO comparisons against ServiceTitan, FieldEdge, BuildOps, and ServiceNow FSM available on request.
Are you cloud native and enterprise secure?
Yes. SOC 2 Type II certified. AES-256 encryption at rest. TLS 1.2+ in transit. MFA/MDM support. Quarterly pen testing. SSO, RBAC, and data residency controls. Multi-tenant cloud-native architecture with isolated tenants for diligence-grade data governance.
What is your largest implementation?
StraViso has scaled to 26,000+ field technicians in production at multi-brand services operators, orchestrating dispatch across HVAC, plumbing, electrical, and fire/life safety trades - including post-M&A roll-ups with 20+ acquired brands. Reference customers and case studies available on request.
What is your typical time to market?
60-day pilot to measurable production. Subsequent acquired brands onboard in days, not quarters. Field-ops ROI typically demonstrable within 9 months - well inside a single budget cycle, and well inside a single PE hold-period reporting window.
Next Step

One 60-Day Pilot. One Unified Dispatch View. Synergy Capture Your Sponsors Can Defend.

We don’t lead with a deck. We lead with a discovery call against your acquired-brand inventory, your seasonal-spike scorecard, or your fire-inspection cadence - your numbers, our model.

Productivity layer over your existing stack. No rip-and-replace. 60-day pilot.