Phase 01Week 1
Data & systems inventory
Map what the platform measures, what systems produce it, and where the data flows or fails to.
Primary output
Systems-and-data map
Built for field service. Built for the work.
Operations consulting,
sharpened for field service.
OpsCore is an operations consulting firm for field service businesses. We solve analog problems with the right technology — process, software, AI — and stay accountable for the operational outcome. Tuned for PE-backed platforms; available to any operator serious about compounding gains.
// Industries we know cold
HVAC & MechanicalElectrical & SolarPlumbing & DrainFacilities ServicesTelecom & NetworkEV & Charging InfrastructureOil & Gas ServicesEnvironmental ServicesPest & LawnFire & Life Safety
// 01 — Methodology
How we start: the Operational Diagnostic.
The diagnostic is a fixed-fee, 30-day engagement at a single portfolio company. It produces a written deliverable ranking AI-enabled interventions by ROI — with implementation cost, timeline, and risk on each. The cadence is enforced. The deliverable is one written asset, one live readout, and a clean handoff regardless of who implements next.
Phase 02Week 2
Operator interviews
Hear the operation from the people who run it — COO through technician — and surface friction the data does not.
Primary output
Ranked friction catalog
Phase 03Week 3
Chokepoint analysis
Convert friction into ranked interventions, sized for margin impact, implementation feasibility, tech maturity, adoption risk, and strategic fit.
Primary output
Intervention catalog with ROI estimates
Phase 04Week 4
Deliverable & readout
25–40 page written deliverable. 60–90 minute live readout with the portco executive team and the sponsor’s operating partner.
Primary output
Diagnostic deliverable + readout
The methodology is structured. The chokepoints we look for are not. What stays fixed: the four-phase sequence, the interview cadence, the analytical framework, the deliverable format. What changes: the metrics we examine, the chokepoints we prioritize, the interventions we recommend.
Download the full methodology (PDF)↓// 02 — Engagement model
Three tiers. One direction of travel.
Every relationship begins with the diagnostic. Implementation is commissioned separately and only against the diagnostic's ranked interventions. Portfolio advisory is reserved for sponsors with multiple platforms and at least one engagement of operating results behind us.
→ 01
The Operational Diagnostic
30 calendar days
Fixed fee · One portco per engagement
The entry-point engagement. Produces a ranked, ROI-sized intervention catalog with implementation cost, timeline, and execution risk on each.
→ 02
Intervention Implementation
90–180 days
Fixed fee · Scoped against diagnostic outputs
Build-to-ship engagements drawn from the intervention catalog produced in the diagnostic. Working systems, integrations, and rollout discipline — not abstract decks.
→ 03
Portfolio Operating Advisory
Ongoing
For sponsors with multiple platforms · post-results only
Operating advisory across a sponsor’s field-services portfolio. Available after at least one engagement has produced documented operating results.
// 03 — Intervention catalog
Where the work shows up.
Catalog of AI-enabled interventions OpsCore deploys, organized across five operational clusters. Recommendations are drawn from this catalog and customized to the platform's chokepoints, sub-vertical, and operating systems.
Cluster 01
Field Operations
Voice-AI field data capture
Replaces tablet ticket entry. Technicians call in at job close; the agent extracts structured work-order data and routes downstream to FSM, warehouse, fleet, and compliance.
Dispatch & routing optimization
Density modeling, dynamic re-routing on day-of changes, constraint-aware scheduling for skills, equipment, and regulatory restrictions.
Predictive maintenance & asset state
Equipment failure prediction from sensor data and service history. Service-history-driven prioritization on maintenance routes.
Cluster 02
Commercial Operations
Inbound call AI agents
Booking, after-hours, and overflow call handling. 24/7 lead capture, structured intake, integrated with dispatch and CRM.
Conversation intelligence
Analysis of tech-customer and CSR-customer interactions for sales coaching, objection handling, and upsell-conversion improvement.
Cluster 03
Back Office
AP/AR automation
Invoice match against work orders and POs, exception handling, collections workflow automation. Compresses billing-cycle time and reduces write-offs.
Payroll automation
Variable-shift labor reconciliation (techs, dispatch, on-call) against time capture and pay rules. Reduces payroll exception cycles and compliance exposure on overtime and per-diem.
Close acceleration
Multi-entity consolidation, automated journal entries, exception flagging. Compresses monthly close from 12–15 days to 5–7.
Business insight reporting
Operator-facing dashboards and exception alerts across FSM, financial, and dispatch systems. Surfaces margin leakage, productivity outliers, and trend breaks before they hit the quarterly review.
Cluster 04
Compliance, Quality & Risk
Regulatory documentation compliance
Automated capture and validation of regulatory fields at job close — hazardous waste manifests, NICET/NFPA reports, OSHA records, hazmat documentation. Routes to compliance system in parallel with billing.
Cluster 05
Workforce
Onboarding & ramp-time compression
AI-assisted onboarding workflows, skills assessment, training personalization, and structured field mentorship tracking. Compresses new-tech time-to-productivity by 30–50% in residential trades.
How interventions get selected — the diagnostic identifies which two or three from this catalog will produce the largest defensible margin lift at the platform being diagnosed. Catalog scope and recommended sequence are platform-specific outputs of the Week 3 and Week 4 analytical phases.
// 04 — Principals
Lived inside the systems we now diagnose from outside.
OpsCore was founded by field services operators who worked the ladder from technician to senior executive and ran multi-hundred-million-dollar P&Ls.
20+ YEARS IN FIELD SERVICES
Principal
Most recently Senior Vice President at a national wireless construction services platform, with P&L over $600M across field deployment, supply chain, and project management. Started as a technician. Currently in portfolio operations at a lower-middle-market private equity firm, in addition to leading OpsCore.
COO · TELECOM INFRASTRUCTURE
Operating Partner
Sitting Chief Operating Officer of a national telecom infrastructure services platform. Previously SVP Operations at a major telecom infrastructure firm, with prior VP Operations roles in tower, fiber, and wireless deployment. Field-to-C-suite trajectory across the same disciplines OpsCore now diagnoses.
Have a field service business
with an operations problem?
Thirty minutes with an OpsCore partner. No deck, no discovery survey. We'll tell you whether we can help — and if so, what to do first.