INVESTORS & OPERATING PARTNERS

Standardize Your ServiceTitan Across Every Acquisition

Buying a profitable trades business is only step one. Integrating them is where margins are won or lost.
We standardize your acquired home service companies onto a unified ServiceTitan framework.

WHERE M&A MOMENTUM MEETS

Acquisitions move fast. So do we.

When you acquire a new HVAC, plumbing, or electrical company, you are not just buying revenue. You are inheriting inconsistent pricebooks, broken payroll setups, and teams working around ServiceTitan instead of through it.

  • Every location runs differently.
  • Numbers do not match.
  • Leadership cannot trust reporting across the platform.

That is where integration fails and where profit leaks. We rebuild ServiceTitan at the operational level by standardizing pricing, payroll, inventory, and reporting across every location. This allows your platform to run on one system with numbers you can trust from day one.

Private Equity and Rollups Arrow Left

The NIFT Playbook for Portfolio Growth

True Portfolio Visibility

Patched reports and manual exports make it impossible to see what is actually happening across the business.

Performance should be visible across every location including revenue, margins, sold hours, and job costing in real time.

Standardized Pricebooks

Most acquired companies operate with outdated or inconsistent pricing.

Pricebooks need to reflect real cost of service, clear margin targets, and how jobs are actually sold in the field so pricing stays consistent across the entire platform.

Unified Portfolio Reporting

When every location is configured differently, reporting breaks down.
Leadership needs consistent KPIs, dashboards, and financial visibility so branches can be compared accurately.

Centralized Payroll & Inventory

Manual payroll fixes and disconnected inventory create unnecessary friction at scale. Field time tracking, pay structures, and inventory workflows need to align so payroll closes clean and costs are captured before the job is invoiced.

The Process

How Rollups Actually Get Standardized in ServiceTitan

Step 01.

Audit & Architect

Define the Standard Before You Scale

Every acquired company comes with its own setup. Different pricebooks, different payroll rules, different workflows inside ServiceTitan.
Before anything is deployed, the system needs a defined standard.
Pay structures, pricing logic, inventory workflows, and reporting need to be aligned so every future location operates the same way.
Without that foundation, every new acquisition adds more inconsistency instead of scale.

Step 02.

Standardize & Deploy

Fix the System Without Slowing the Field

Rebuilding ServiceTitan across locations cannot interrupt day-to-day operations. Techs still need to run calls, dispatch still needs to move, and revenue cannot pause.
Data, configurations, and workflows are standardized in the background while the field continues operating.
The result is a consistent system across locations without disrupting dispatch, call booking, or job execution.

Step 03.

Protect & Optimize

Keep the System From Breaking Again

Once the system is aligned, the risk shifts to drift. New hires, new locations, and process changes can quickly break consistency.
Ongoing governance ensures pricing stays aligned, payroll remains accurate, and new acquisitions follow the same operational structure from day one.
Consistency is maintained across the platform as it grows.

Private Equity and Rollups