Construction & Home-Service Advisory

Turn your field service, accounting, and call data into numbers you can actually run the shop on.

We help HVAC, plumbing, electrical, roofing, and construction operators connect disconnected systems, tighten dispatch and job costing, and automate repetitive back-office work.

Pelennor logo
  • One reliable source of truth across FSM (ServiceTitan, Housecall Pro, Jobber, ServiceTrade), QuickBooks, Quo (formerly OpenPhone), and fleet data.
  • Operations grounded in job economics—true gross margin, labor burden, and dispatch efficiency.
  • Practical AI & automation—putting ChatGPT, Claude, and AI voice/agent tools to work for CSRs, dispatchers, and bookkeepers without hype.

What We Do

Practical data infrastructure and operational discipline for trade businesses.

Most growing shops don’t lack software—they suffer from systems that don’t agree and manual workarounds in the office. We fix the underlying plumbing and workflows.

01 / DATA

Data Engineering & Owner Reporting

We connect your field service software, CRM, QuickBooks accounting ledger, Quo phone and texting data, and ad platforms into one clean, reconciled data foundation.

  • Automated pipelines linking field service platforms (ServiceTitan, Housecall Pro, Jobber, or ServiceTrade) with QuickBooks and Quo (business phone and texting, formerly OpenPhone)
  • Daily & weekly scorecards owners and GMs actually check—no bloated 40-tab spreadsheets
  • End-to-end lead-to-cash attribution from Quo call recordings, texts, and marketing sources to collected job margin
02 / OPERATIONS

Operations & Margin Consulting

Clean data only matters if it changes how the shop runs. We work alongside owners and ops managers to tighten core field and office processes.

  • Job costing cleanup: tracking true labor burden, materials, fleet, and warranty callbacks by department
  • Pricebook architecture, flat-rate & estimate margin guardrails, and technician performance visibility
  • Dispatch board rules, CSR call-taking and texting workflows in Quo and your FSM, and install-to-service handoff cleanup
03 / AUTOMATION

AI Agents & Back-Office Automation

We deploy practical AI tools—including ChatGPT, Claude, and AI voice and agent workflows—where they reliably save hours or prevent dropped balls in the back office.

  • AI voice and agent tools for CSRs, plus automated call QA, booking-miss alerts, and coaching summaries from Quo and FSM call recordings
  • ChatGPT, Claude, and custom agent workflows for invoice, PO, and vendor bill reconciliation between field tickets and QuickBooks
  • Permit, warranty registration, and unbilled-job exception alerts before revenue slips through

Signs your shop’s data and operations need attention:

Your field service software says one revenue number, QuickBooks says another, and nobody trusts the margin report.
Office staff spend hours every week exporting CSVs and copy-pasting between systems just to close payroll or commissions.
You’re paying for marketing leads, but you can’t see which calls and texts in Quo or your FSM turn into profitable installs versus tire-kickers.
You want to put ChatGPT, Claude, and AI voice/agent tools to work in the back office, but need someone who understands trade workflows to build it right.

Who It’s For

Built specifically for residential & commercial trade operators.

We work with owner-operators, general managers, and multi-location platforms across the essential home-service and construction trades.

HVAC Contractors

Service vs. replacement margin tracking, membership agreement retention, seasonal capacity planning, and technician conversion scorecards.

Plumbing & Drain

Call-to-dispatch speed, average ticket and option presentation tracking, jetting/camera turnover visibility, and truck stock job costing.

Electrical Shops

Panel, EV, and generator project costing, permit & inspection stage tracking, material cost escalation updates, and service board efficiency.

Roofing & Exteriors

CRM-to-production handoffs, supplement & insurance stage pipelines, crew and material variance vs. estimate, and rep commission automation.

General & Specialty Construction

Work-in-progress (WIP) reporting, job cost vs. budget tracking, change-order capture, and field-to-QuickBooks reconciliation.

Multi-Trade & Growing Platforms

Standardizing chart of accounts, KPI definitions, and reporting across multiple branches or newly acquired shops without disrupting field teams.

How We Work

Straightforward engagements. No black-box retainers.

We work like a seasoned trade partner: diagnose the actual bottleneck, scope the build clearly, and hand over systems your team owns outright.

STEP 01

Systems & Numbers Audit

We review your current FSM (ServiceTitan, Housecall Pro, Jobber, or ServiceTrade), QuickBooks, Quo phone/text logs, and reporting routines to map where data breaks down and where margin or time is leaking.

STEP 02

Data Foundation & Cleanup

We connect your software stack into a clean warehouse, align definitions between the field and QuickBooks, and validate historical numbers.

STEP 03

Dashboards, Workflows & AI

We ship role-specific scorecards, tighten dispatch and job-costing workflows, and put practical AI tools (ChatGPT, Claude, and CSR/back-office voice and agent workflows) into production.

STEP 04

Team Handoff & Cadence

We train your GMs, dispatchers, and bookkeepers to run the weekly numbers rhythm—staying on as an advisory partner only where it adds real value.

About Pelennor

Principal-led data and operations consulting for the trades.

At Pelennor Consulting, we help construction and home-service owners bridge the gap between busy trucks and reliable financial and operational visibility. Too many shops are surrounded by software—ServiceTitan, Housecall Pro, Jobber, ServiceTrade, QuickBooks, and Quo—yet still have to guess at their true daily numbers.

We keep our practice principal-led so you never get handed off to junior generalists learning what a dispatch board, a pricebook, or a WIP schedule is on your dime. You work directly with founder Elliot Verduzco to architect dependable data pipelines, clean up operational bottlenecks, and deploy practical AI and automation that fit how your shop actually runs.

Principal Contact

Elliot Verduzco

Founder & CEO, Pelennor Consulting

Get in Touch

Let’s talk about your shop’s data and operations.

Whether you met Elliot at Home Service Freedom in Las Vegas or found Pelennor through a colleague, we’d love to hear what you’re building. Reach out directly by email, phone, or text and tell us what trades you run and what software stack you’re on.

Let’s Talk

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Call (628) 313-2700 Get in Touch