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For PE-backed platforms and roll-ups

Field service software for PE-backed platforms

Weeks per add-on, one operating standard, consolidated visibility from day one.

A roll-up creates value by making acquired companies work like one company. Notifi standardises the operating layer without stripping out the brands, teams and pricing that produced the revenue.

Iris · live in 4 weeks
Add-on 4 ยท Ashby Mechanical
Brand and team retainedOn standard
Home service companies running on Notifi
AquaDryBill Glick PaintingKincy's Home RepairNorthlake LandscapesPersonal Touch House Cleaning
Backed byERA
Three views, one system

The platform, the add-on and the fund each need something different

A platform CEO wants a repeatable standard, an acquired business wants to keep what worked, and the fund wants comparable numbers this month rather than next year.

The thesis only works if they behave like one company

That means a common operating layer, comparable metrics and a playbook the next acquisition inherits rather than negotiates from scratch.

One operating standardThe playbook configured once and applied to each acquisition.
Comparable metricsEvery business measured the same way from the same source.
Consolidated reportingPlatform-wide numbers without a finance team assembling exports.
Central configurationNew add-ons inherit the standard instead of inventing one.
Governance and accessCentral visibility with appropriate separation between operating companies.
Shared servicesWhere a platform centralises the front office, one system supports it.
No add-on modulesHeadcount growth across the platform does not change the software bill.
BenchmarkingWhich businesses are actually performing, on like-for-like data.
The whole platform

Everything a platform business runs on, in one system

Scheduling, dispatch, the mobile app, GPS tracking, price books, estimates, job costing, invoicing, payments and reporting, consolidated across every business.

Front office
CRM and customer historyEvery customer, property, platform job, call recording, message and estimate on one record, so nobody starts a conversation from nothing.
Call tracking and attributionWhich marketing spend produced which booked job, tracked from the call through to the invoice.
Customer portalCustomers view appointments, approve estimates, pay invoices and see their platform history without calling the office.
Reviews and follow-upReview requests sent at close-out, and unsold estimates re-engaged rather than left to go cold.
In the field
Technician mobile appThe whole job in the technician's hand: history, equipment, checklists, photos, forms, estimates and payment, offline capable.
GPS and technician trackingLive technician location and travel time, so dispatch can see the day rather than phone around for it.
Job history on the propertyEquipment, past work, photos and declined recommendations held on the address rather than the job.
Price bookYour pricing, your margins, presented as good-better-best options on the tablet instead of worked out on a notepad.
Sales and money
Estimates and proposalsMulti-option proposals with financing, built on site and converted to a job the moment the customer accepts.
Invoicing and paymentsInvoice built from the work performed, card taken at the door, deposits and progress billing where the work needs it.
Job costingLabour, materials and overhead against every platform job, so you know which work actually makes money.
Accounting syncQuickBooks and other accounting systems kept in step, so the office is not entering the same job twice.
Running the business
Scheduling and dispatchThe engine reads skills, capacity and the whole board to place a job, then re-solves the day when one runs long.
Reporting and dashboardsBusiness, region and platform views from one source, so the fund and the operators are looking at the same numbers.
Purchase ordersMaterials ordered against the job, received against the PO and costed back to the work.
Time on the jobJob time and travel captured from the mobile app, so what a job actually took is on the record.
Integration

Every month on the old stack is value not captured

The gap between close and operating standard is where roll-up value quietly leaks. Enterprise FSM implementations are measured in quarters, and an acquisition running on its old system is not contributing to the thesis.

Notifi goes live in weeks per business, with no systems integrator, and preparation can start before close. That changes what an integration plan is able to promise.

Iris is usually the change staff at an acquired business actually welcome, because it removes the phone pressure rather than adding process, which makes the rest of the standard easier to land.

Time to bring an acquisition onto the platformCloseQ+1Q+2Q+3Q+4NotifiTypical enterprise FSMEvery month on the old stack is value not captured
Questions

Private equity, answered

What is field service software for a PE-backed platform?

Software designed to standardise acquired home service businesses on one operating layer quickly, with consolidated reporting, while preserving the brands, teams and pricing that produced the revenue.

How fast can an acquisition be moved onto Notifi?

Typically four weeks per business, and preparation can start before close so it runs on the platform standard almost immediately after.

Does the cost scale with headcount?

There are no add-on modules and no capability gated behind a higher tier, which is deliberately the opposite of enterprise module licensing.

Can acquired brands keep their identity?

Yes. Brands, phone numbers, price books and local teams stay intact on shared infrastructure.

Can we compare businesses on the same metrics?

Yes, from one source rather than reconciled exports, including newly acquired against mature cohorts.

Is a systems integrator required?

No, which is the main reason the timeline is weeks rather than quarters.

How does it handle separation between operating companies?

Role-based access and governance appropriate to a platform, with central visibility where it is needed.

Does it support shared services?

Yes, where a platform centralises the front office, one system supports it across businesses.

What about accounting across entities?

Per-entity accounting sync is supported so each business keeps its own books.

Is the data clean enough for exit?

That is the point of standardising early: comparable operating data across the platform rather than five formats.

Other solutions

Structured differently?

See it against your next add-on

Bring an acquisition you are working on and we will show you what week three looks like.

Pe-backed platforms and roll-ups