Built for 1–20 truck HVAC businesses running on ServiceTitan, Housecall Pro, or Jobber.
We find the profit leaks killing HVAC companies before they become fatal. MarginPlug monitors margin drift, close rate erosion, dispatch inefficiency, callback anomalies, and ad spend decay — surfacing operational signals the moment they appear, not after they've already cost you.
ServiceTitan sells tools. MarginPlug sells diagnosis.
No credit card • 5-minute setup • Works with your existing systems
Run a free MarginPlug health check on your HVAC business.
Built to work with the tools HVAC operators already trust
Industry Context
Modern HVAC businesses run on more systems than ever. The data is all there. The interpretation isn't.
Operators now run their businesses on dozens of systems — each generating its own stream of operational data.
Every system generates operational signals. Most of them go unread — buried in dashboards no one checks between busy seasons.
Operators still rely on instinct to detect operational problems. By the time a leak is obvious, it has usually been running for weeks.
Owners don't know if they are quietly going broke. MarginPlug removes that uncertainty — interpreting operational signals across your business and detecting margin drift before it becomes visible.
Live Signal Example
This is what detection looks like in practice — from a signal in the data to a decision by the operator.
Intelligence Loop
MarginPlug analyzes operational signals across your business and detects patterns that lead to profit erosion.
MarginPlug monitors operational signals across your business — technician utilization, marketing performance, close rate trends, and job revenue — in a continuous loop.
The system identifies unusual changes in these signals that may indicate margin drift or operational inefficiencies — comparing live data against established baselines.
MarginPlug highlights the root causes of detected signals so operators can take corrective action — before margin erosion compounds into a larger financial problem.
The Operator Story
They lose it through silent operational drift — one small decision at a time.
A technician discounts a job to close it. A dispatcher routes inefficiently because the board is full. A callback goes untracked for two weeks. A Google Ads campaign quietly bleeds spend on leads that never convert.
None of these events trigger an alarm. None of them show up clearly on a monthly P&L until they've already compounded. By the time most owners see the problem, they've lost tens of thousands in margin they'll never recover.
MarginPlug exists to change that detection window. Not from months to weeks — from invisible to visible, in real time.
System Architecture
It sits above your existing stack and continuously interprets the operational signals that determine whether your business grows or quietly loses margin. Think of it as the financial MRI of your HVAC business.
Signal Coverage
MarginPlug constantly monitors operational signals across your business to detect margin drift before it becomes a financial problem.
What We Monitor
Built specifically for
HVAC operators.
MarginPlug doesn't monitor generic business metrics. Every signal is calibrated for the way HVAC businesses actually operate — from the dispatch board to the P&L.
Signal Detection Case Study
A real detection sequence — from operational signal to recovered revenue.
Detection in Action
These are the kinds of operator alerts MarginPlug surfaces — before they become expensive line items on your P&L.
How It Works
No lengthy onboarding. No analyst required. Connect your data, let MarginPlug run pattern detection, and act on what it surfaces.
Link your field management software, accounting system, and ad platforms. MarginPlug normalizes the data across sources automatically.
MarginPlug monitors six operational dimensions against your own baselines — flagging anomalies when patterns shift, not after they've compounded.
Every signal comes with context — which technician, which campaign, which process. You know exactly where to look and what to fix, the same week it surfaces.
Getting Started
From connection to first signal in under 30 minutes.
Connect ServiceTitan, QuickBooks, or your CRM. MarginPlug begins reading operational signals from your existing tools — no migration required.
MarginPlug processes technician utilization, revenue trends, close rates, and marketing performance. Patterns and anomalies begin to emerge against your baseline.
MarginPlug identifies unusual changes in operational signals before they appear in monthly financials.
MarginPlug surfaces the signals that matter most so operators can take action before profit leaks become visible in monthly financials.
Profit Leak Map
MarginPlug monitors the operational system where leaks actually occur — not the P&L where they eventually show up.
Anomaly Detection
Each detection module runs against your own baselines. When a pattern shifts outside your normal range, MarginPlug surfaces it with context — not just a number.
Pricing drift is one of the most expensive and least visible operational anomalies in HVAC. It's rarely one decision — it's a hundred small ones. Technicians discount to close. Managers approve one-offs. Over weeks, your average ticket drifts $80–$200 below your actual price structure. Margins compress. The P&L suffers quietly.
A close rate that drops from 65% to 51% feels like noise week to week. Across a month, it's 42 missed jobs. Across a quarter, it's your entire margin plan gone. MarginPlug identifies the drift pattern early and attributes it to a technician, job type, or lead source — so you know whether it's a training problem, a pricing problem, or a channel problem.
Callbacks eat labor, suppress utilization, and signal quality problems your customers will eventually post about. A 5% callback rate sounds manageable until you realize it's 6 unbudgeted jobs per month. MarginPlug tracks callbacks by technician and job type, surfacing the pattern before it becomes a team norm.
Unbillable labor hides in plain sight. Early clock-ins. Jobs that run long without additional billing. Training time absorbed into the workday. MarginPlug tracks billable vs. total hours by technician — and flags when the utilization gap begins to widen, giving you the data to have a direct conversation before it compounds.
Dispatch inefficiency compounds daily. A technician spending an extra 90 minutes in transit loses 40 potential billing hours per month. MarginPlug analyzes routing gaps, idle windows, and job-to-job efficiency — flagging when scheduling decisions are consistently costing you revenue before it becomes a permanent fixture in your cost structure.
Ad spend decay is systematic and invisible without the right data. Campaigns that performed six months ago may not be performing now — but without connecting spend to actual close rates, you keep funding them. MarginPlug bridges ad platform data to booked revenue, giving you a true cost-per-acquisition number that the ad dashboard will never show you.
Operational Results
Illustrative data from early operator deployments. Your results depend on where your leaks are and how quickly you act on the signals.
* Illustrative examples based on early operator data. Individual results vary by business size and operational baseline.
Market Context
HVAC operators are running harder and keeping less. The businesses that survive the next cycle will be the ones who catch problems early and act on them fast.
MarginPlug was built because most HVAC owners don't have a CFO, a revenue analyst, or a data team. They have a gut feeling, a rough P&L, and a stack of software that doesn't surface the right signal at the right time.
We built the detection system we wished had existed.
Pricing
You're running a business. Pricing should be as clear as the intelligence you're paying for.
Everything you need to identify your first high-impact signal and start recovering margin within your first 30 days.
For operators running 5+ trucks who need deeper signal, faster detection, and full team intelligence.
14-day free trial on both plans. No credit card required. Cancel anytime.
FAQ
A New Category
ServiceTitan sells tools. MarginPlug sells diagnosis. CRMs run your field — MarginPlug tells you what the field is doing to your margins.
CRMs manage customers, track service jobs, and store the history of every job your technicians run. They record what happened.
Dispatch platforms schedule technicians, optimize routes, and coordinate field operations. They manage who goes where.
MarginPlug interprets operational signals across the entire business and detects profit leaks before they become visible in monthly financials.
MarginPlug is the operational intelligence layer for HVAC businesses.
Market Opportunity
Most now run their businesses on multiple operational systems — dispatch platforms, marketing dashboards, CRMs, and accounting tools.
Every one of those systems generates operational signals. Revenue per job. Close rate by technician. Marketing cost per booked call. Labor utilization by week.
None of them interpret the signals between the systems.
MarginPlug is building the operational intelligence layer for the HVAC industry.
Activate Detection
Connect your data, surface your anomalies, and start recovering the margin that's been quietly drifting out of your business. No setup complexity. No long-term commitment.
No credit card required. Setup under 30 minutes.