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Margin One
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For HVAC, Plumbing & Electrical Contractors

Every job has a margin. You just can’t see it.

Margin One turns your scattered software into one operating system — so you finally know where you make money, where it leaks, and what to do about it this week. Built by people who ran the trucks, not consultants with a deck.

Book a CallHow It Works
Operator-built · 20+ years in the trades · HVAC · Plumbing · Electrical
Margin · this weekDemo Mechanical Co. · Sample Data

Revenue this week

$162K

▲ 8% vs plan

Gross margin

43.6%

Target 45%

Cost / booked job

$136

▼ vs last month

Tech utilization

71%

Target 78%

Margin leakWarranty −$4,200 · Windshield time ▲

Margin by job type

margin line
InstSvcMaintWarrRepRetro

This week’s scorecard

First-time fix87%On track
AR over 60 days$46KWatch
Callback rate4.2%Off track

The problem

You’re not short on software. You’re flying blind.

You’ve got a CRM, a field tool, QuickBooks, scheduling, a marketing dashboard. And you’re still the most informed person in the company who can’t answer the questions that decide whether you grow or grind:

Are we actually profitable — by job type, crew, and channel?
Which marketing produces booked jobs, not just leads?
Are technicians productive and crews staffed right?
Are salespeople performing — or masking gaps with volume?

It’s not a software problem. It’s an operating-system problem.

Not sure what it’s costing you? Run the 2-minute Margin Leak Check

See M1COS in Action

The screen your week runs on.

Built from the production M1COS workspace shell and dashboard components, shown with synthetic sample data — the operating picture a leadership team runs the week from.

How is the whole business doing this week?

M1COS Interface PreviewSample DataThe executive view, built from the production M1COS workspace shell and dashboard components — synthetic sample data.

Walk through these screens in the product tour

What You Get

An engagement with deliverables, not a deck.

  • Your Operating Data, Connected

    Field service, books, and marketing — Housecall Pro, QuickBooks, and Google among them — pulled into one place.

  • A KPI Scorecard Built for Your Trade

    The numbers that decide whether you grow or grind — margin, cost per booked job, tech efficiency — with targets.

  • The M1COS Platform

    Financial, marketing, sales, and operations dashboards your leadership team actually reads.

  • A Weekly Operating Rhythm

    A standing cadence where the scorecard gets reviewed and decisions get made — run with you, not handed to you.

  • An Operator Across the Table

    Accountability from people who ran the trucks — visibility you act on, not a binder on a shelf.

The method

We don’t hand you advice. We install the system — and run it with you.

A number only moves the business if you run it every week.

01

Connect your data

Your CRM, field tool, books, and marketing into one place.

02

Build your scorecard

The numbers that actually run your business.

03

Run the weekly rhythm

The cadence that turns data into decisions.

04

Grow on what you see

Protect margin, scale what works.

M1COS  ·  THE OPERATING LAYER

Connect the tools. Build the number. Run the rhythm. Grow the margin — every week, not once a quarter.

The six rules we don’t break

Proof

Running live at a real shop.

Verified ImplementationBurkett Bros HVAC

Burkett Bros HVAC: One Weekly Picture Across Field Service and Accounting

How Burkett Bros HVAC unified Housecall Pro and QuickBooks into a single weekly operating picture with Margin One and M1COS.

914
Customers Unified
1,734
Jobs in One View
1,053
Estimates Tracked
HCP + QuickBooks
Systems Connected

These are implementation facts — systems connected, records unified, operational visibility delivered. Business-outcome claims appear only when they’re verified.

Read the Case Study

Live-system counts from a verified M1COS implementation. Illustrative operating scenarios live on the case studies page, clearly labeled.

How It Starts

What happens when you book.

  1. 01

    Book the Call

    Pick a time on the calendar — a real conversation with an operator, not a sales development rep.

  2. 02

    Look at Your Business Together

    Where margin hides, what you can't currently see, and whether this is actually a fit. If it isn't, we'll say so.

  3. 03

    Scope and Connect

    If it is, we scope the engagement and connect the tools you already run — no rip-and-replace.

  4. 04

    First Picture, Then the Rhythm

    Your first operating picture goes live and the weekly rhythm starts.

Is This for You?

Built for a specific kind of shop.

The engagement works best when there’s real operating complexity to see into — and a team willing to act on what it sees.

A Strong Fit If

  • You run an HVAC, plumbing, or electrical company — roughly $1M–$50M in revenue.
  • You already run field-service, accounting, or marketing software. The data exists; the one picture doesn't.
  • You can't reliably see margin by job, crew, or channel today.
  • You're willing to run a weekly operating rhythm with your leadership team.

Probably Not a Fit If

  • You're looking to replace your field-service software — M1COS layers on top of the tools you run, it doesn't replace them.
  • You want a dashboard to glance at, not a rhythm to run. The numbers only move the business if you work them weekly.
  • You don't run operating software yet — there's no data to connect until you do.

Built for the trades

We speak your trade, not generic “business.”

The blind spots are different in every trade. Margin One is built around how HVAC, plumbing, and electrical contractors actually make — and lose — money.

HVAC

Replacement-vs-repair mix, maintenance-plan growth, and seasonal capacity — where HVAC margin is won and lost.

See HVAC clarity

Plumbing

Service-vs-install margin, dispatch density, and callback cost — the plumbing numbers that move real profit.

See Plumbing clarity

Electrical

Project-vs-service margin, EV and panel-upgrade demand, and labor utilization — clarity for electrical.

See Electrical clarity

See your margin on your own numbers.

One conversation to start — no rip-and-replace, no long setup.

Book a Call

Before You Book

The questions owners ask first.

Does M1COS replace our field-service software?
No. M1COS is an operational-intelligence layer on top of the tools you already run — your field-service software keeps running dispatch, invoicing, and the day-to-day. We read from it; we don't replace it.
Is this software or consulting?
Both, deliberately. You get the M1COS platform — dashboards, KPIs, scorecards — inside a coaching engagement with operators who run the rhythm with you. It is not self-serve SaaS, because a dashboard nobody acts on changes nothing.
What systems can you work with?
The tools contractors already run — Housecall Pro, QuickBooks, and Google (Ads, Analytics, Local Services) among them. On the call we'll map what you're running and what connects.
What if our books or data are messy?
That's normal, and it's part of the work. Cleaning and organizing the data so every leak is visible comes before the scorecard — you don't need clean books to start, you need them to finish.
How much of my time does this take?
The real commitment is the weekly operating rhythm — a standing leadership cadence where the scorecard gets reviewed and decisions get made. The system only works if you run it every week; that's the honest cost.
What's the next step?
Book a call. It's a working conversation about your numbers and visibility gaps — and if the engagement isn't a fit for your shop, we'll tell you that on the call.

More detail on the platform and engagement lives in the full FAQ.

Realize Your Margin.

One conversation. We’ll show you the numbers you’ve been missing.

Book a Call