Marketing & sales
Connect marketing spending and sales activity to booked work, revenue and repeat business.
Data and AI for field service businesses.
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
Grow revenue and improve operations.
We build and manage reporting, integrations and AI workflows for field service businesses.
Service delivery
Track on-time performance, delays, turnaround times and service quality. Improve scheduling and automate routine paperwork and updates.
Fleet & resource management
Analyze vehicle and equipment utilization, downtime and maintenance. Plan staffing and capacity around demand.
Finance & profitability
Understand job and service margins, control costs, improve forecasting and reduce delays between completed work and payment.
Connect marketing, operations and finance.
Connect systems
We integrate data from marketing, CRM, scheduling, fleet and accounting systems.
Reconcile records
We reconcile records and define metrics consistently across systems.
Build reporting and automation
We use the connected data to build reports, AI analysis and automated workflows.
Marketing & demandIntake, booking & salesScheduling & dispatchField operations & workforcePricing & job profitabilityRetention & service agreementsParts & inventoryFinance & collections
Win more profitable work.
Connect marketing spend to job margin.
Follow campaigns through calls, bookings and completed jobs to see which sources bring work that earns its keep.
Put budget where you can deliver.
Compare acquisition costs and job contribution alongside crew availability, service areas and job types before increasing spend.
Find the demand you’re missing.
Identify suitable inquiries you cannot serve because of hours, coverage or capacity, so teams can decide where to expand.
Turn more inquiries into booked jobs.
Recover opportunities lost at intake.
Connect calls, messages and booking records to find missed contacts, slow responses and handoffs that need attention.
Understand why suitable work doesn’t book.
Separate price, availability and service-fit issues from intake problems, then test changes to scripts and processes.
Follow up on estimates that need a decision.
Bring outstanding estimates, customer history and next actions into one view, so teams can focus their follow-up.
Put the right capacity behind every job.
Match work to available skills and time.
Bring job requirements, crew availability, location and travel together to help dispatchers assign work that is ready to go.
Catch delays before the customer calls.
Highlight aging dispatch queues and arrival risks, so teams can adjust assignments and manage customer expectations.
Make the next schedule work better.
Evaluate assignment rules, shifts and service areas against travel, customer commitments and job economics.
Complete more work with fewer return visits.
Find what’s causing avoidable callbacks.
Connect return visits to the original job and review parts, skills and scope issues with supervisors to address recurring causes.
Understand where paid time goes.
Bring job activity, timesheets and labor costs together to distinguish productive work, travel, overtime and delays.
Focus improvements where crews need them.
Use completion and capacity evidence to decide where training, staffing or process changes could help teams deliver more.
Protect the margin in every job.
See where actual costs exceed the estimate.
Compare authorized scope with labor, materials and subcontractor costs to explain overruns by job type and branch.
Find the gaps that erode job margin.
Reconcile completed work with billed charges to surface discounts, missing authorized charges and cost exceptions for review.
Give the next quote better inputs.
Use comparable completed jobs to evaluate pricing and offer changes, with both acceptance and contribution in view.
Build recurring business that earns its keep.
Keep renewals and promised service in view.
Bring upcoming renewals and overdue maintenance together, so teams can follow through on existing customer commitments.
Know which agreements are profitable.
Connect agreement revenue with visits, labor and materials to understand the cost of delivering what you’ve sold.
Plan capacity around recurring commitments.
Use covered obligations and service history to evaluate agreement terms, staffing needs and renewal opportunities.
Have the right parts before the job starts.
Spot jobs that aren’t ready to go.
Match required parts to available stock, reservations and inbound orders to flag missing materials before dispatch.
Stock trucks around the work they do.
Use job demand and parts-related return visits to improve replenishment and help crews arrive prepared.
Reduce delays and cash tied up in stock.
Identify supplier delays, purchasing exceptions and excess inventory, so teams can adjust what they buy and where they hold it.
Turn completed work into cash sooner.
Get finished jobs ready to bill.
Find completed work waiting on documents, approvals or missing cost records, with a clear next action for each exception.
Focus collections on what’s holding payment up.
Connect invoices, payment allocations and payer terms to identify overdue balances, disputes and matching errors.
Compare how branches turn work into cash.
Bring job contribution, unbilled work and collections together using shared definitions across branches and accounts.
Implementation and ongoing management.
We maintain the data connections, reporting and AI workflows. We fix issues and adapt the systems as staffing, service volume and software change.
“They operated like an extension of our team from the first week, and they still do.”