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Optimize your service business for growth
Finance
We clean up your books, automate the accounting workflow, and build a live, up-to-date dashboard of your business’ financial picture.
Workflow Optimization
We build custom AI tools and agents to streamline everyday operations so you have time to focus on growing your business. Think: bid on bigger projects, develop new offerings, etc.
Revenue Ops
We refresh your revenue ops tech stack and processes to enable sales and deliver a better customer experience.
illustrative example
Here's how Operating Engine could help an HVAC company
Picture a $12M HVAC business with 40 employees across office staff, dispatch, and field technicians:
- The owner is manually scheduling dozens of service calls and installations every week.
- Invoices go out late because technicians are still filling out paper work in the field.
- The business keeps turning down commercial maintenance contracts because the office team is at capacity.
Operating Engine pairs expert consulting with custom AI to streamline operations and deliver new revenue growth that otherwise would have been out of reach.
finance
Get clear financial insights, fast.
A live dashboard pulls key metrics like cashflow, accounts payabale, accounts receivable, labor costs, equipment spend, and profitability into one place. Now the owner can quickly and easily see margin by service line or job type.
workflow optimization
Take the routine, repetitive back-office work off your plate.
A custom AI workflow handles technician scheduling, dispatch, and work order completion automatically, work that used to eat up hours of the office manager's day.
REvenue operations
Stay aligned, work faster, and deliver a better experience.
A refreshed CRM and service contract process means the sales team can respond to commercial maintenance inquiries faster and follow up on renewals without things falling through the cracks.
Team training
Empower your team to do more.
The office and dispatch team gets trained on the new tools, so they're equipped to coordinate more technicians and more accounts without the chaos that used to come with growth.
Your team gets stronger and the space to be creative. Your business gets more valuable.
Built by the team at Yeti
Tony Scherba and Rudy Mutter have spent fifteen years building technology products for hundreds of founders and entrepreneurs with Yeti, from early-stage startups to global brands.
Operating Engine is their next chapter: an AI transformation platform built specifically for service business owners who are ready to grow.
Operating Engine sparked from Tony and Rudy’s own need to create a better business intelligence and operation tool for their own business and are now excited to share this tool with fellow enterpreneurs and business owners.
Tony Scherba
CEO
Rudy Mutter
CTO
