EXPLORE THE PLATFORM

See How The
Operation Connects.

Connect your office, field and customer workflows. Turn the work happening across your company into a clearer view of performance, priorities and your next move.

INSIDE THE ServiceIQ APPLICATION

See What ServiceIQ
Helps You Decide.

ServiceIQ Reports

To: David Mitchell

Monday, 8:00 AM

Summit Mechanical · Your Weekly Owner Report

Your weekly review brings recorded revenue, margin trends and operating priorities together. Review the attached report and the context behind the numbers.

Summit-Mechanical-Weekly-Report.pdf1 page · Weekly owner intelligence

Actual ServiceIQ Command Center with fictional Summit Mechanical metrics and lifetime totals

Plumbing · Example

DEPARTMENT MARGIN INTELLIGENCE

Different Services. One Department Goal.

See how ServiceIQ helps reveal a margin gap and a possible path to your company’s goal.

Department Goal: 63%
Current Blend: 62.5%
Additional Gross Profit Needed: $500

$100,000 Example Revenue · Revenue Shares Stay Fixed

One Illustrative Service Margin Plan
Service	Revenue Share	Current Margin	Example Plan
Water HeatersHeld Fixed	50%	55%	55%
Drain CleaningExample Adjustment	50%	70%	71%

Example Department Blend62.5% 63%

With water-heater margin held at 55%, a 71% drain-cleaning margin brings this example department mix to its 63% goal.

Set Separate Goals For Each Department
See Which Services Contribute To The Blend
Review Flexible Margins Against Your Company’s Limits

Illustrative planning example. Company targets and service mix vary. Gross profit excludes overhead. These scenarios do not predict demand or change actual prices.

A WORKSPACE THAT FEELS LIKE YOURS

Your Workspace.
Your Colors.

Not everyone likes the same colors. Choose your workspace hue and make ServiceIQ feel right for you, from the navigation to the workspace accents.

Sage Workspace Hue

Actual ServiceIQ workspace with Sage hue and fictional Summit Mechanical data — ServiceIQ Workspace

A FULL DAY IN DISPATCH

Every Crew.
A Full Day In View.

16 technicians. 64 fictional service calls. Explore David’s demonstration schedule, with varied calls, staggered start times and a pinned call preview showing its route.

Actual ServiceIQ Dispatch with a varied fictional schedule and a pinned call preview showing its Boston route — SUMMIT MECHANICAL · BOSTON · FICTIONAL DAILY SCHEDULE

INSIDE ServiceIQ

Know Your Way Around.
See Where The Work Is.

Explore the side navigation and a Boston-area demonstration map with the same fictional team.

ServiceIQ with its actual side navigation open beside David’s populated Command Center

THE SIDE NAVIGATION

Everything Has A Place.

See the real ServiceIQ navigation, Summit Mechanical’s fictional company logo and the populated Command Center.

Boston demonstration map with 16 fictional technician photos and locations

BOSTON TEAM COVERAGE

A View Across The City.

Fictional technician positions and generated team photos, displayed with ServiceIQ’s map marker component.

Basemap: City of Boston GIS · All technician positions are fictional.

ServiceIQ Intelligence

One Intelligence.
Across The Company.

See how ServiceIQ turns connected records into a clearer decision. Explore four example investigations for David at Summit Mechanical: what changed, what the evidence shows, and what to do next. One Intelligence system, across the company.

Geographic wireframe globe — ServiceIQ Intelligence
ONE UNIFIED SYSTEM
Serving the United States
Drag to explore · Select a perspective

SUMMIT MECHANICAL · BOSTONFictional Example

FOLLOW THE MARGIN, NOT JUST THE REVENUE

“Revenue Grew. Why Did Our Margin Drop?”

2025 vs 2024 · Full calendar years

Invoiced Revenue: $12.18M; +3.1% year over year
Recorded Gross Margin: 42.6%; −2.7 percentage points
Recorded Labor Cost: +13.7%; Growing faster than revenue

The Margin Trend Behind The Headline

Annual recorded invoice gross margin · 2021–2025

2025 ended 2.7 percentage points below 2024. The axis runs from 30% to 50%.

What ServiceIQ Found

Labor is taking a bigger share of each dollar. It rose from 26.2% to 28.9% of revenue, while materials stayed at 28.5%. That accounts for the 2.7-point decline in recorded gross margin, even with revenue up 3.1%.

David’s Next Move

David + Rachel
Review labor allowances against recorded job time by work classification. Find where extra time or pricing assumptions need attention before changing prices across the company.

View The Supporting Records 3

Invoiced Revenue · 2024 → 2025: $11,820,480 → $12,184,720
Recorded Labor Cost · 2024 → 2025: $3,096,966 → $3,521,384
Materials / Revenue · 2024 → 2025: 28.5% → 28.5%

Recorded invoice gross margin. Review labor and job records to establish the underlying cause; this is not fully loaded company profit.

Explore Margin Protection

One ServiceIQ Intelligence system. Four connected perspectives.

See How The
Operation Connects.