Field Service Intelligence

You don't lose customers
all at once. You lose them slowly —
and silently.

ClearPath Insights finds the silent signals in your service data — skipped visits, shrinking job sizes, routes bleeding margin — before it hits your bottom line. No new software. No IT project.

Talk to Us → View Live Demos

90+ days

warning signals appear before
most service accounts cancel

5× more

cost to win a new account vs.
keeping an existing one

⚠️ 3 Agreements at Risk

No visit scheduled in 45+ days

📉 Route Margin Drop

−22% vs. 90-day baseline

⚠️ Avg Job Size Shrinking

Avg job size down 31% — 6 wks

The problem

Two ways field service
businesses quietly lose revenue.

Neither shows up in your numbers until it's already happened. ClearPath catches both — early enough to do something about it.

👻

The account that ghosts you.

They don't call to cancel. They just stop scheduling. Or they push visits further apart. Or they start asking about pricing they never used to question. By the time you notice, they're already gone — or halfway there.

Visit frequency declining over 60+ days

Service agreement not renewed on time

Customer starts requesting smaller scope

Increasing gaps between scheduled visits

📉

The route bleeding margin.

Your revenue looks fine. But fuel costs crept up, one technician's routes got inefficient, and three accounts take twice as long as they should. Your gross margin on those jobs is half what you think it is.

Job completion time creeping up by route

Revenue per stop declining without a rate change

Callbacks and return visits increasing

Technician productivity variance widening

Process

Simple to start.
Fast to deliver.

No new software to buy, no IT project to manage. If your team can export a report, we can work with it.

🔗

Share your service data

We work from your existing exports — scheduling software, service history, job reports, route logs. No integrations, no API setup. If you can export a CSV, we're ready.

📡

We find the signals

Visit frequency drift, job size attrition, margin compression by route, technician variance — scored against each account's own history, not industry averages.

📋

You get a clear action list

A prioritized list of at-risk accounts and underperforming routes, the specific signals behind each flag, and concrete next steps for your team. Delivered in 5–7 business days.

Pest control technician with service alerts

Churn intelligence

Know which accounts are drifting before they're gone.

Most field service businesses have a slow-drift problem, not a cancellation problem. Customers reschedule once, then again, then stop calling. ClearPath scores every account against its own history and flags the ones showing drift — early enough to act.

Visit frequency and scheduling gap analysis
Service agreement renewal risk scoring
Scope reduction and ticket size attrition
Prioritized at-risk account list for your team

Field service operators reviewing analytics

Margin intelligence

Find the routes that look fine — but aren't.

Revenue looks steady. But a handful of accounts are consuming disproportionate technician time, generating callbacks, or sitting on old pricing. ClearPath finds where margin is compressing and tells you exactly what's driving it.

Route-level margin and revenue-per-stop analysis
Technician productivity and callback tracking
Pricing drift and cost creep detection
Underperforming account identification

What you get

Three deliverables.
One clear picture.

Everything is tailored to how field service businesses actually operate — routes, agreements, technicians, and recurring accounts.

🔍

Account Churn Risk Diagnostic

Every active service account scored against its own history. You get a prioritized list of at-risk accounts with the specific signals — visit gaps, scope changes, renewal risk — driving each score.

Delivered in 5–7 days

🗺️

Route & Margin Analysis

A breakdown of which routes, technicians, and account types are generating real margin vs. consuming disproportionate cost. Includes revenue-per-stop and job completion time analysis.

Delivered in 5–7 days

📊

Ongoing Intelligence Feed

A continuously refreshed view of account health, route performance, and margin trends — delivered in a format your team actually uses. Monthly strategy calls included.

Ongoing · Custom pricing

Live Demos

See exactly what
ClearPath surfaces.

These are real dashboards built from field service data. Click through to explore each one live — no login required.

01 Account Health Signal Feed Churn Intelligence

View Live Demo →

Every active service account scored and ranked by churn risk. See which accounts are critical, at risk, or on the watch list — with the exact signals driving each flag and the annualized revenue exposure for each one.

Days since last service visit

Overdue renewal tracking

Revenue at risk by account

Technician and route assignment

Flag for review workflow

02 Service Territory Map Territory Intelligence

View Live Demo →

A live geographic view of your entire service territory — every account plotted by status, route, and health score. Callback heat maps show where service quality is breaking down before customers start calling.

Active, at-risk, and lapsed accounts mapped

Callback heat map overlay

Route and technician filtering

Account detail on click — MRR, tenure, last service

PDF export of filtered account lists

03 Territory Route Health Margin Intelligence

View Live Demo →

Route-by-route performance scoring across your entire territory. See which routes are generating callbacks, losing on-time rates, or carrying accounts at churn risk — and how much MRR is exposed on each one.

Critical, warning, and watch route tiers

On-time rate, callback rate, reschedule rate

MRR at risk per route

Detected signals by route — ranked by severity

Technician performance benchmarking

🔍

Not sure where to start?

Take the Operations Health Check — a free 5-minute questionnaire that identifies the biggest gaps in your service data and tells you exactly what ClearPath would surface for your business.

Take the Health Check →

Scoped to your business.
No surprises on price.

Every engagement starts with a diagnostic — a flat-fee analysis of your accounts, routes, and service data. Pricing scales with complexity, not with a sales process.

$1,500

Smaller operator
simple data

$2,000

Standard diagnostic
most businesses

$2,500+

Multi-location
complex data

Talk to Us →

You don't lose customers
all at once. You lose them slowly —
and silently.