Intelligence for commercial service teams

Turning service data into executive action.

KPInion AI connects your field service and sales platforms, then turns operational noise into the answers, reports, and decisions that move your business forward.

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Connect in minutes Read-only access Unlimited office users

Open backlog$2.48M 12.4% vs. prior period

Tech utilization76.8% 4.1% vs. prior period

Quote win rate41.2% 7.8% vs. prior period

Days to invoice3.6 days 1.2 days faster

Backlog trendCompleted vs. created work

CreatedCompleted

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Live

Which offices improved quote win rate this quarter?

North and Central lead the gain. North improved 8.4%, driven by fire alarm inspection quotes. Central rose 5.1%.

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Works with the platforms your team already uses

ServiceTradeBuildOpsServiceTitanPipedrive+ Any data source

Your operation, finally visible

Your field software tracks work. It doesn’t track your strategy.

Commercial service operations create thousands of data points every day. KPInion brings the signals that matter into one decision-ready view, without replacing the systems your team already knows.

See every capability

Connect, don’t migrate

Link your FSM, CRM, and operational data through secure read-only access. Your field teams keep working exactly as they do today.

FSMCRMKP.i

Ask instead of build

Use plain English to investigate performance, build charts, and draft executive summaries.

“Show aged jobs over $25k”

Reports that run themselves

Schedule daily, weekly, biweekly, or monthly reporting and keep every stakeholder aligned.

DailyWeeklyMonthly

Built for the numbers that matter

From windshield time to working capital.

Pre-built KPIs for mechanical, HVAC, plumbing, and fire protection leaders.

01Tech Utilization

See wrench-time versus windshield-time across teams.

02Quote Funnel

Follow deficiencies from field discovery to signed work.

03Invoice AR

Find overdue balances before they restrict cash flow.

04Backlog & Aged Jobs

Surface stalled and high-value work automatically.

05Days to Invoice

Locate friction between field completion and billing.

Meet your AI data analyst

Stop building charts. Start having conversations.

No formulas, pivot tables, or code. Ask direct questions of your operational data and move from curiosity to a clear answer in seconds.

Answers grounded in your connected data
Instant charts and executive summaries
Follow-up questions keep the context

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KPInion AIConnected to live operations

Online

Today

Which mechanical assets cost us the most in emergency parts over the past 90 days?

Rooftop units account for 38% of emergency parts spend, led by compressor and control board failures.

Rooftop units$48.2kChillers$31.6kBoilers$18.4k

Break down by branchDraft a board summary

Ask anything about your operation...

Fast path to value

Connected and useful in three steps.

Our team validates the handshake, maps the custom fields that make your operation unique, and helps you launch with confidence.

Select your sources

Choose your field service, CRM, finance, or custom operational platform.

Secure the handshake

Grant encrypted, read-only access. Your source systems remain in control.

Activate your dashboard

Review mapped KPIs, historical records, and your reporting schedule.

Your data already knows the answer

Make your next decision with the full picture.

Connect the tools you already use and turn everyday service activity into executive clarity.

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