For HVAC, plumbing and electrical companies

See the whole operation before the month ends.

B4 Growth Tools turns your field-service data into one view of revenue, technicians, dispatch and margin, and helps your team in the home with clear, priced options. Provided by B4 Growth Partners LLC.

Month to goal · example

94%

Close rate

47%

Avg ticket

$842

Members

+38

What it does

Everything an owner and a service manager check, in one place.

Goal tracking

Revenue against the month’s goal, by team and by day, with the pace you need to finish.

Technicians

Revenue, close rate, average ticket and memberships per technician, ranked inside each team.

Dispatch

Today’s board, hours and overtime, and where the paid hours went.

Margin

Revenue, materials, labor and gross margin per job, with the jobs that missed.

Calls

Booking rate by CSR and campaign, and the calls that got away.

Memberships

Active members, renewals coming due and who is selling them.

Field estimates

Diagnose, build the options and present them in the home, with a signed proposal at the end.

Coach

A short read of the numbers each working morning, with one suggestion for each.

How it works

Built on the software you already run.

B4 Growth Partners LLC sets up each company, connects its field-service account and creates the accounts for its staff. There is no public sign-up.

1

Connect

We connect your ServiceTitan or Housecall Pro account. B4 Growth Tools reads from it; it does not change your records.

2

Sync

Jobs, invoices, estimates, calls and payroll sync through the day, so the numbers are current when you open it.

3

Your data only

Each company has its own workspace and sees only its own data. Accounts are created by us for your staff.

Coach by text · optional

The morning read, on a manager’s phone.

A manager can choose to get Coach by text: a short summary of their team’s numbers on working days, and answers to questions they text about their business. They switch it on themselves inside their own account, confirm their number with a one-time code, and can reply STOP at any time. We never text anyone who has not opted in, and we send no marketing.

How the texts work