Outsourced BI reporting for electrical, plumbing and HVAC

We help electrical, plumbing and HVAC businesses understand which jobs and contracts are making money and which ones are not.

Your outsourced reporting team

Vizora acts as your outsourced BI team, giving you clarity by combining operations and finance data into one source of truth.

Job management systems are great for scheduling and tracking activity, but struggle to give you useful insight on margins. Vizora links both job and finance data, so you can see profitability by job, contract and client. Empowering you to manage problems as they happen and control margins, so you can keep all your work profitable.

The problem with job management reporting

Jobs completed isn’t the same as jobs making money.
Job software reports are rigid and don’t account for all of the costs and can’t help you spot un-billed extras.
Exporting data from different systems and relying on manual spreadsheets makes reporting slow and unreliable.
You can’t get a clear view of what jobs or contracts are making money and which ones aren’t.

Use activity to predict future performance

Vizora gives you leading indicators today, to help you predict as you go:

Activity you can measureOutcomes you can predict
Jobs completed per day / week  Turnover for the month
Engineer utilisation  Gross margin for the month
Response and repair time Backlogs and customer issues
Return visits and write offs Quality complaints and gross margin performance
Quote value and time to win Future demand and capacity requirements
Time from job completion to payment Cashflow and cash pinch-points

Outsourced BI for Electrical, Plumbing and HVAC.

We act as your reporting team, connecting site data with finance so you get a single, decision-ready view.

How we work:

  1. Discovery: agree priorities (e.g. better visibility of profits, cashflow or quality issues).
  2. Extraction: access data from job management, finance and other systems.
  3. Integration: combine that date in one secure data warehouse.
  4. Transformation: model your data to deliver the metrics you actually want from the inputs you have.
  5. Dashboards: clear views for owners, finance and operational leaders.
  6. Ongoing improvement: reports evolve with your programme and pipeline.

Electrical, plumbing and HVAC KPIs Vizora helps you track

Gross margin % by job, contract and team
Labour and materials cost recovery % and value of unbilled work
Engineer utilisation, overtime and productivity
First Time Fix %
Average job to payment timing

Real Results in Property Maintenance

How we helped Nirvana, a growing property maintenance group, increase profitability by 20% in 12 months

The challenge: Over 1,000 jobs per month being completed, but no clear picture of contract or client profitability and no early visibility of poor performing jobs.

The solution: Vizora combined job data across contracts and clients and implemented an email alerting system, triggered by jobs with poor margin performance.

The outcome: The ability to manage poor margin on jobs as they are in progress and address under-performing contracts, delivering a 20% increase in profitability within 12 months. 

The dashboards provide real-time insights into profitability. By leveraging this data, we can make informed decisions and improve overall business performance. If you're running a reactive maintenance business, Vizora is an absolute game-changer.

Daniel Dwyer, Group COO, Nirvana

FAQs

We’ve answered some of the most popular questions

Don’t settle for incomplete dashboards or static reports

Get the clarity of a BI team and enterprise standard analytics – without the overhead.

Book a 30-minute free demo and we’ll show you examples of the dashboards we’ve created to help electrical, heating and HVAC businesses like yours deliver improved performance and profitability.

Contact us

Email hello@vizora.com
Call on 01473 355810