Data and AI for field service businesses.
We connect customer, job and financial data to build reporting and AI workflows for booking, dispatch, job costing and billing.
Book a call
“Working with Orchard has given us deep visibility into marketing performance, across the full funnel, and at every location across 20+ states.”
Adam CmarDirector of Performance Marketing, Garage Co
How we put data and AI to work.
Connect the business.
Bring customer, job and financial data together across systems and branches.
Explain performance.
Build reporting and AI analysis that help teams understand bookings, capacity and profitability.
Automate daily work.
Build apps, agents and workflows for intake, follow-up, job paperwork and billing.
Problems we help solve
Win more profitable work.
Connect marketing spend to job margin.
Track campaigns through calls, bookings and completed jobs to see which sources bring profitable work.
Put budget where you can deliver.
Compare acquisition costs and job margins by service area and job type. Check crew availability before increasing spend.
See which inquiries you cannot serve.
Track work turned away because of hours, coverage or capacity to decide where to add crews or expand service.
Turn more inquiries into booked jobs.
Find missed calls and slow responses.
Match calls and messages to booking records to find inquiries that never received a response or lost an owner during a handoff.
Understand why inquiries don’t book.
Separate price, availability and service-fit issues from problems with intake. Use the findings to improve scripts and follow-up.
Follow up on outstanding estimates.
Show open estimates alongside customer history and the next action, so sales teams know who to contact and why.
Match jobs to crews and available time.
Assign work around skills and travel.
Compare job requirements with crew skills, availability and location when planning assignments, shifts and service areas.
Catch delays before the customer calls.
Flag unassigned jobs and likely late arrivals so dispatchers can adjust assignments and update customers.
Plan capacity around demand.
Compare expected work with crew and equipment availability to plan hiring, shifts and equipment needs.
Reduce delays and return visits.
Find what’s causing avoidable callbacks.
Link return visits to the original job. Review parts, skills and scope issues with supervisors to identify recurring problems and training needs.
Understand where paid time goes.
Compare job records, timesheets and labor costs to separate time on jobs from travel, overtime and delays.
Track vehicle and equipment downtime.
Review utilization, maintenance and downtime to see which vehicles and equipment are available and where shortages delay work.
Know where jobs lose margin.
See where actual costs exceed the estimate.
Compare estimated and actual labor, materials and subcontractor costs. Identify overruns by job type and branch.
Find completed work missing from invoices.
Reconcile job records with billed charges. Flag missing approved charges, discounts and cost discrepancies for review.
Price the next job using actual costs.
Use comparable completed jobs to assess pricing changes, including their effect on estimate acceptance and job margin.
Keep service agreements profitable.
Track renewals and overdue maintenance.
Give teams a list of agreements due for renewal and promised service still outstanding, with the customer history needed to follow up.
Know which agreements are profitable.
Compare agreement revenue with the cost of visits, labor and materials required to deliver the service.
Plan crews around promised service.
Use agreement terms and service history to estimate the staffing needed for upcoming visits and renewals.
Have the right parts before the job starts.
Flag missing parts before dispatch.
Check required parts against stock, reservations and inbound orders to identify jobs waiting on materials.
Stock trucks around the work they do.
Use job demand and return visits caused by missing parts to adjust truck stock and replenishment.
Find purchasing delays and excess stock.
Track late supplier orders, purchasing errors and unused inventory to adjust what you buy and where you hold it.
Turn completed work into cash sooner.
Get finished jobs ready to bill.
List completed jobs waiting on documents, approvals or cost records, with the next action needed to prepare each invoice.
Identify what’s holding up payment.
Check invoices against payment terms and received payments to separate overdue balances from disputes and payments matched to the wrong invoice.
Compare billing and collections across branches.
Use shared definitions for unbilled work, overdue invoices and collections to see where payment is taking longer.
“They operated like an extension of our team from the first week, and they still do.”