Run the Business From the Signal, Not the Scramble.
Margin One pairs fractional COO coaching with M1COS, the contractor KPI dashboard that turns your field service, accounting, and marketing data into one weekly scorecard — so home service owners protect margin, cash flow, and growth.
Today's Decision
Needs ownerMove two install techs to service Tuesday–Wednesday. Service capacity sits at 62% while maintenance ages.
Service capacity
62%
WatchUnscheduled 9+ days
4 jobs
AttentionInstall load
98%
WatchGross Margin Healthy
48.2%
Financial signal · 12 months
Cost per Booked Job Watch
$184
Marketing efficiency · 7 weeks
Built for: HVAC, Plumbing, Electrical, Multi-Trade, Service Agreements, Residential Service, Replacement & Install, Commercial Service
Live operating signals
Synced 4s ago · Graded against targetsRevenue Pace
94%
of monthly plan
Gross Margin
48.2%
+1.4 pts vs. last month
Booked Capacity
87%
next 10 business days
Lead-to-Booked
31%
−4 pts vs. trailing 90
A/R Over 60 Days
$18.4K
7 invoices need follow-up
Week of Sep 22
Operating Command
Revenue vs. Target
Weekly, $KOpen Commitments
See your own KPIs in M1COS — not a demo account.
Book a Call01
Read-only connections to your accounting, field-service, and marketing systems. Every figure keeps its source.
02
Definition: Booked Call
A lead with a scheduled appointment on a job record.
One definition of a job, a lead, a booked call, and gross margin — agreed once, applied everywhere.
03
Clear A/R over 60
AttentionController · Due Thursday
Each signal lands with an owner, a due date, and the evidence behind it. Progress is reviewed weekly.
Ready to connect your numbers? Setup starts with one call.
Book a CallOperational Intelligence for Contractors
Provider-agnostic by tenant. M1COS reads from the financial and operational providers each company already uses. It is not hardwired to one accounting or field-service vendor.
Operational systems create work signals — calls, jobs, dispatch, completion, callbacks.
Financial systems provide accounting truth — invoices, payments, cost, and margin.
M1COS turns both into connected decisions with an owner and a deadline.
See your operating picture in 30 minutes.
Book a CallContractor KPI Dashboards
Financial intelligence, operations, growth, and field service — each HVAC, plumbing, and electrical KPI dashboard answers a different question with its own evidence.
Financial Intelligence. Reconcile what happened, identify cash pressure, and clarify profit quality.
Gross Margin Trend
Is profit quality improving, and is it inside the target band?
A/R Aging
How much is open, and how much of it is aging past terms?
Billed vs. Collected
Reconciled against the accounting ledger this month.
Operations Command. Identify capacity constraints, service bottlenecks, and accountability gaps.
Booked Capacity
Where is the next week overloaded, and where is it open?
| Mon | Tue | Wed | Thu | Fri | |
|---|---|---|---|---|---|
| Install A | 100% | 100% | 95% | 100% | 90% |
| Install B | 95% | 100% | 100% | 85% | 100% |
| Service 1 | 80% | 60% | 55% | 70% | 85% |
| Service 2 | 75% | 65% | 50% | 60% | 80% |
| Service 3 | 90% | 70% | 62% | 75% | 95% |
| Maint. | 40% | 45% | 35% | 50% | 30% |
Bottleneck Queue
Stuck work grouped by why it is stuck.
Growth Performance. Connect spend, lead quality, conversion, and booked work.
Lead Funnel
Where between first contact and completed work do leads drop?
Step conversion
Cost per Booked Job
Spend divided by booked jobs, by channel — not cost per lead.
Field Service. Connect requests, dispatch, work execution, customer history, and billing readiness.
Today's Dispatch
Which arrival windows are at risk right now?
Billing Readiness
Completed work that is not yet ready to invoice.
See these dashboards running on your own data.
Book a CallEOS®-Style Accountability, Live Data
Running on EOS® or your own operating system? M1COS gives your accountability chart, weekly KPI scorecard, quarterly Rocks, issues list, and L10-style leadership meeting live numbers from the systems you already use — no more Monday spreadsheets.
Owner
OWOwner
General Manager
GMGeneral Manager
Sales & Marketing
MLMarketing Lead
Operations
SMService Manager
Finance
CTController
Ends with every to-do owned and the meeting rated.
| Measurable | Owner | Goal | Aug 25 | Sep 1 | Sep 8 | Sep 15 | Sep 22 |
|---|---|---|---|---|---|---|---|
| Booked calls | ML | ≥ 60 | On goal: 64 | Missed goal: 58 | On goal: 71 | On goal: 66 | On goal: 62 |
| Gross margin % | CT | ≥ 45 | On goal: 46.1 | Missed goal: 44.2 | On goal: 47 | On goal: 46.8 | On goal: 48.2 |
| Callbacks | SM | ≤ 3 | On goal: 2 | Missed goal: 4 | On goal: 1 | On goal: 3 | On goal: 2 |
| Tech utilization % | SM | ≥ 75 | On goal: 78 | Missed goal: 74 | On goal: 81 | On goal: 77 | On goal: 79 |
| A/R over 60 ($K) | CT | ≤ 15 | On goal: 12.4 | On goal: 14.1 | Missed goal: 16.8 | Missed goal: 17.9 | Missed goal: 18.4 |
Reclaim Your Margin
Every Red Cell Is Margin You Can Win Back.
We will build your first KPI scorecard from your real numbers — owners, goals, and the misses worth fixing first.
Solutions for Home Service Businesses
Job costing, cash flow, capacity, and lead tracking all follow the same arc: the situation before, the decision the evidence supports, and the accountable action.
Reconcile what happened, identify cash pressure, and clarify profit quality.
Explore Financial IntelligenceBefore
Margin dropped two points and the P&L will not explain why until month-end close.
Decision
Replacement jobs are carrying 11% more material cost than quoted — the drop is concentrated there.
Action
Service manager reprices the top three install SKUs; controller reviews again Friday.
Identify capacity constraints, service bottlenecks, and accountability gaps.
Explore Operations CommandBefore
Tuesday looks full, but four maintenance visits have been unscheduled for nine days.
Decision
Install crews are over-booked while service capacity sits at 62% midweek.
Action
Dispatch lead rebalances two techs; the aging queue is reviewed at Thursday's huddle.
Connect spend, lead quality, conversion, and booked work.
Explore Growth PerformanceBefore
Paid search reports 140 leads this month. Nobody knows how many became jobs.
Decision
Local service ads book at twice the rate of paid search for a lower cost per booked job.
Action
Marketing lead shifts budget for two weeks; booked-job cost is compared at the next review.
Connect requests, dispatch, work execution, customer history, and billing readiness.
Explore Field ServiceBefore
Jobs are marked complete in the field, but invoices wait days for missing notes and photos.
Decision
Eleven completed jobs are not billing-ready; six are missing the same checklist item.
Action
Field supervisor adds the item to closeout; office clears the queue by end of day.
Find out where your margin is leaking.
Book a CallHow it works
Three stages turn scattered job, invoice, and lead records into a weekly operating rhythm for your HVAC, plumbing, or electrical business — whichever accounting and field service software you run.
Read-only connections to your accounting, field-service, and marketing systems. Every figure keeps its source.
One definition of a job, a lead, a booked call, and gross margin — agreed once, applied everywhere.
Each signal lands with an owner, a due date, and the evidence behind it. Progress is reviewed weekly.
Sources
Shared Definitions
Graded Signals
Accountable Action
Start with a 30-minute strategy call.
Book a CallIntegrations & Data Confidence
Every connection below exists in M1COS today. Your accounting and field service software stay the system of record.
Not sure your systems connect? We will check on the call.
Book a CallMargin One delivers M1COS with hands-on fractional COO and business coaching for home service companies — not handed over as a self-serve tool.
Scope and pricing are set in the strategy session.
Where it starts
Connect the evidence and establish the first honest operating picture.
Scoped in the strategy session
Most engagements
Build the weekly operating rhythm around the signals that matter.
Scoped in the strategy session
Ongoing
Keep the system honest as the business grows and changes.
Scoped in the strategy session
Use Cases
The margin, cash flow, and capacity questions HVAC, plumbing, and electrical owners actually bring — and how M1COS works through them.
Operations Command
Finding the work that will miss its window before the customer calls.
Financial Intelligence
Separating a real margin problem from a mix shift or a timing difference.
Field Service
Following completed work through billing and collection to find the hold-up.
Growth Performance
Moving from cost per lead to cost per booked job.
Client Story · Burkett Bros HVAC
How Burkett Bros HVAC unified Housecall Pro and QuickBooks into a single weekly operating picture with Margin One and M1COS.
Housecall ProQuickBooks Online
Read the Case StudyWant the same one-screen view of your business?
Book a CallStraight answers on fractional COO coaching, contractor KPIs, EOS®, and how M1COS is set up.
M1COS is Margin One's operating system for HVAC, plumbing, and electrical contractors. It connects your accounting, field service, and marketing systems and turns them into one weekly KPI scorecard where every number has an owner.
A fractional COO installs and runs the operating rhythm a growing contractor needs but can't yet hire full-time: a weekly KPI scorecard, clear seat accountability, quarterly priorities, and a leadership meeting that solves issues. Margin One provides that coaching and runs it on M1COS.
Track booked calls, lead-to-booked rate, average ticket, gross margin by job type, technician billable utilization, callbacks, and A/R over 60 days. Each needs an owner and a weekly goal; M1COS pulls them from your field service and accounting software automatically.
Yes. M1COS includes the tools EOS® teams run every week — an accountability chart, a weekly scorecard, quarterly Rocks, an issues list, and an L10-style meeting agenda — fed with live numbers instead of spreadsheets. Margin One is not affiliated with EOS Worldwide.
No. M1COS sits above your field service and accounting software, which stay the system of record. Today it connects to Housecall Pro, QuickBooks Online, and Xero; companies without field service software can use the optional M1COS field-service module.
Each company's records are scoped to that company and the separation is enforced in the database itself, not only in the interface.
Yes. Providers are configured per company. Two companies on different accounting systems see the same definitions and the same kind of operating picture.
It starts with a strategy session, then source connections, agreed definitions, and a first scorecard. Timing depends on the systems involved and the condition of the data — we will tell you what we find rather than promise a date up front.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.
