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

1

The pain

You find out about a callback 3 days later — after the customer already wrote a bad review.

Your dispatch team is doing their best. But a tech misses a window, or a repair doesn't hold, and you're chasing complaints instead of catching them early.

Your current reality

Callbacks discovered by phone callDay 4

Dispatch risk visible in your systemNo — siloed across technicians

Annual callback cost (industry avg)$12K–$40K per truck

The fix

AI Dispatch Risk Engine → Daily Briefing

RollForge watches every dispatch event. When a job is at-risk — missed window, callback pattern, tech unresponsiveness — it flags it before the customer notices. Your daily briefing shows exactly which jobs need attention, sorted by dollar impact.

RollForge Dispatch Risk — Today's Flags

Job #4892 — Water heater, Acme Hotel (Est. loss)-$1,240

Job #4911 — RTU repair, Peachtree Tower (window risk)-$680 risk

Callback pattern: Tech Martinez (3 in 30 days)Flagged ⚠

Margin saved this week+$2,180

2

The pain

You know you're underpricing jobs. But you don't know which ones, and you don't have time to fix it.

Your techs sell at whatever price gets the job. Parts markup is inconsistent. Labor hours aren't tracked. By the time you run P&L on a job, it's already done.

Your current reality

Jobs analyzed for margin last month0

Parts markup variance across trucks18%–47% — no standard

Annual margin bleed from pricing gaps$30K–$80K (typical)

The fix

AI Margin Audit Engine → Weekly Insight Digest

RollForge analyzes every completed job against expected margin. It flags underpriced jobs, parts markup inconsistencies, and techs who regularly go over hours. You get a weekly digest with the top 5 actions — each with dollar impact.

RollForge Margin Audit — This Week

Jobs below 38% gross margin8 flagged

Parts markup below 48% on coolant jobs-$1,840 at risk

Tech Williams avg job margin28% — 10pts below target

Projected annual margin recovery+$18,400

3

The pain

You've got $180K sitting in AR. Your office manager sends emails. Nobody tracks who opened them.

Commercial AR is brutal — insurance claims, HOA accounts, property managers who sit on invoices. You don't know which 20% of invoices represent 80% of your outstanding balance.

Your current reality

AR over 60 days$62,400 (34% of total)

Open email conversations tracked0 — no system

Bad debt written off last 6 months$8,200

The fix

AI AR Collections Engine → Dashboard + Daily Briefing

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

RollForge AR Engine — Priority Accounts

Peachtree Commercial — $14,200, 62 daysStep 2 escalation ready

Summit HOA — $8,600, 45 daysStep 1 friendly reminder

Metro Properties — $22,100, 78 daysBad debt risk ⚠

AR recovered last 30 days+$31,400

You Run 12 Trucks. You Have No Idea What's in the Red.

RollForge closes it

$500/month per company. Everything included.