Service Department Intelligence

Big Enterprises

Confidential

A Proposal for Eileen Roofing

Service
Department
Intelligence

Operational Visibility · June 2026

Prepared by Big Enterprises

Submitted to Eileen Roofing Management

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Context

The Opportunity
in Plain Sight

Most service businesses generate significant operational data every day
The challenge is that it rarely gets captured in a structured way
Labour hours, job costs, client history, property records — all exist, but not in a form that can be analysed
The businesses that change this gain a meaningful and lasting operational advantage

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The Questions Worth Asking

What Becomes
Possible

Which technicians generate the most revenue per hour worked?

Which jobs are losing money — and why?

Which clients manage multiple properties — and which of those sites cost more to service than they pay?

How quickly are completed jobs being invoiced after departure?

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The Solution

Purpose-Built for
Service Operations

A dedicated operational intelligence system built specifically for your service department
Field technicians submit one simple form on arrival and departure — nothing else changes
The system calculates labour hours, logs job data, and builds client and property records automatically
Real-time alerts, job costing, payroll summaries, and management dashboards — all generated from that single input

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Core Architecture

Client & Property
Intelligence

How It Works

Every client. Every property. Every visit. Organized.

Multiple properties per client are tracked automatically — no manual linking, no duplicate entries. A client with ten properties has ten complete, organized service histories — not ten separate problems to manage.

Client Level

Full profile with all associated properties and contact history

Property Level

Complete service history, visit frequency, cost and revenue per site

Job Level

Labour, materials, invoice value and gross margin per service call

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Data Capture

Automatic.
Complete. Permanent.

Technician arrival and departure — labour hours calculated automatically, no manual time entry
Job address and property — linked to the correct client and site record without manual matching
Materials used, job classification, notes, and photos — captured at the point of work
Every record is timestamped and permanently stored — nothing falls through the cracks

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Management Dashboard

Everything You Need
to Run the Floor

Operations

Real-Time Visibility

Active jobs, technician locations, open service calls — live, at a glance. Weekly briefing delivered automatically every Monday.

Financial

Job-Level Costing

Labour cost, materials, revenue and gross margin per service call. Technician performance: revenue generated, utilization, response times.

Accounts

Client Profitability

Highest-value accounts, highest-margin properties, accounts that require excessive labour relative to what they pay.

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Data Ownership

Your Data.
Your System.

Application

Hosted by Big Enterprises — maintained, updated, and supported by us

Database

Created and owned under your account. Your credentials, your data, your control.

Access

We are architecturally prevented from accessing your operational data. Not by policy — by design.

Ownership

You hold the credentials. At delivery, everything belongs to you outright.

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The Bigger Picture

A Business That
Runs on Systems

Businesses that run on systems are easier to manage, easier to grow, and easier to hand off
Operational knowledge becomes institutional — not locked inside individual employees who may leave
Job-level profitability data tells a story that experience alone cannot
When sophisticated stakeholders evaluate a business, organized systems are what they look for

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The Investment

No Risk to
Get Started

Free

30-Day Pilot — Fully Deployed

No commitment required during the pilot

If it works — $5,000 to own the system outright

Infrastructure hosting included for 12 months

$99/month after year one — infrastructure only

No vendor lock-in. No ongoing dependency.

You own everything at delivery

Pilot Period

30 Days Free

Fully operational. Real data. No obligation.

Purchase

$5,000 CAD

Own the system outright. Full build, branded dashboard, 30-day support.

After Year One

$99 / month

Infrastructure hosting only. No service fees. Cancel anytime.

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Next Steps

One Conversation.
Operational from Day One.

01

One conversation Confirm your team structure, client list, and reporting needs

02

Pilot deployed within days Your team is operational from day one — no lengthy onboarding

03

No obligation until you decide it works Thirty days to see it running on your real data before any decision is made

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