The M1COS Platform
M1COS: the KPI Operating System for HVAC, Plumbing & Electrical Contractors
M1COS sits above your accounting, field service, and marketing software. It turns what they record into one contractor KPI dashboard and weekly scorecard — graded, owned, and ready for decisions.
Week of Sep 22
Operating Command
- Revenue Pace
- 94%Watch
- Gross Margin
- 48.2%Healthy
- Booked Capacity
- 87%Healthy
- Lead-to-Booked
- 31%Watch
Revenue vs. Target
Weekly, $KOpen Commitments
- Reprice top install SKUsService Mgr. · Due FriWatch
- Clear aged A/R over 60Controller · Due ThuAttention
- Rebalance Tue/Wed crewsDispatch · Due TodayHealthy
Live operating signals
Synced 4s ago · Graded against targetsRevenue Pace
94%
of monthly plan
WatchGross Margin
48.2%
+1.4 pts vs. last month
HealthyBooked Capacity
87%
next 10 business days
HealthyLead-to-Booked
31%
−4 pts vs. trailing 90
WatchA/R Over 60 Days
$18.4K
7 invoices need follow-up
Attention
Architecture
Four Layers, One Direction of Travel
Evidence flows up from your systems; decisions flow back down to the people who own them.
Layer 1
Operational Data
Calls, leads, jobs, dispatch, completion, and callbacks from field-service and marketing systems.
Layer 2
Financial Data
Invoices, payments, cost, and the ledger — the accounting truth.
Layer 3
Intelligence Layer
Shared definitions, reconciliation, targets, and grading across every source.
Layer 4
Accountable Action
Signals become owned commitments, reviewed on a weekly cadence.
Decision Surfaces
Where Each Leader Starts the Week
Finance
Reconcile what happened, identify cash pressure, and clarify profit quality.
Operations
Identify capacity constraints, service bottlenecks, and accountability gaps.
Growth
Connect spend, lead quality, conversion, and booked work.
Field Service
Connect requests, dispatch, work execution, customer history, and billing readiness.
Management
One scorecard across every department, with commitments and their status.
EOS®-Style Accountability, Live Data
Every Number Has an Owner. Every Week Has a Rhythm.
Running on EOS® or your own operating system? M1COS gives your accountability chart, weekly KPI scorecard, quarterly Rocks, issues list, and L10-style leadership meeting live numbers from the systems you already use — no more Monday spreadsheets.
Accountability Chart
One owner per seatOwner
OWOwner
- · Vision and culture
- · Key relationships
- · Big decisions
General Manager
GMGeneral Manager
- · Runs the weekly meeting
- · Holds every seat accountable
- · Resolves cross-team issues
Sales & Marketing
MLMarketing Lead
- · Lead flow
- · Booked-call rate
- · Cost per booked job
Operations
SMService Manager
- · Capacity and dispatch
- · First-time fix
- · Closeout quality
Finance
CTController
- · Reconciliation
- · Collections
- · Margin by job type
L10-Style Weekly Leadership Meeting
90 minutes, same agenda- 1Check-in5 min
- 2Scorecard review5 min
- 3Priority review5 min
- 4Headlines5 min
- 5To-do list5 min
- 6Issues: identify, discuss, solve60 min
- 7Conclude and rate5 min
Ends with every to-do owned and the meeting rated.
Weekly KPI Scorecard
Misses go to the issues list| Measurable | Owner | Goal | Aug 25 | Sep 1 | Sep 8 | Sep 15 | Sep 22 |
|---|---|---|---|---|---|---|---|
| Booked calls | ML | ≥ 60 | On goal: 64 | Missed goal: 58 | On goal: 71 | On goal: 66 | On goal: 62 |
| Gross margin % | CT | ≥ 45 | On goal: 46.1 | Missed goal: 44.2 | On goal: 47 | On goal: 46.8 | On goal: 48.2 |
| Callbacks | SM | ≤ 3 | On goal: 2 | Missed goal: 4 | On goal: 1 | On goal: 3 | On goal: 2 |
| Tech utilization % | SM | ≥ 75 | On goal: 78 | Missed goal: 74 | On goal: 81 | On goal: 77 | On goal: 79 |
| A/R over 60 ($K) | CT | ≤ 15 | On goal: 12.4 | On goal: 14.1 | Missed goal: 16.8 | Missed goal: 17.9 | Missed goal: 18.4 |
Reclaim Your Margin
Every Red Cell Is Margin You Can Win Back.
We will build your first KPI scorecard from your real numbers — owners, goals, and the misses worth fixing first.
Quarterly Rocks
Q4 · 3 of 3 owned- Launch maintenance-plan renewalsOn trackSM · 70%
- Cut A/R over 60 below $15KOff trackCT · 35%
- Hire two service techniciansOn trackGM · 50%
Issues List
Raised automatically- A/R over 60 missed goal three weeks runningRaised from scorecardDiscuss
- Install crews over-booked Tuesday–WednesdayRaised from signalSolve
- Permit numbers missing at closeoutRaised from past-due to-doIdentify
M1COS Modules
Every Module in the Contractor Operating System
Executive dashboards, financial intelligence, KPI scorecards, capacity planning, and more — each one reads the same shared definitions.
- Executive DashboardRevenue, margin, and operational health on one screen.
- Financial IntelligenceProfitability by department, truck, and job type.
- Marketing IntelligenceCost per lead, cost per booked job, and channel ROI.
- Sales IntelligenceRep scorecards, close rates, and pipeline visibility.
- Recruiting AnalyticsHiring funnel, time-to-fill, and technician retention.
- Operational ReportingUtilization, callback rates, and dispatch efficiency.
- Capacity PlanningDemand forecasting and staffing alignment.
- KPI ManagementDefine, track, and review the metrics that move your business.
- Goals & Action PlansAnnual and quarterly targets with weekly progress.
- Team ScorecardsRole-based accountability for every department.
- Client PortalBranded workspace for documents, tasks, and reports.
- Automated ReportingScheduled reports delivered to leadership automatically.
- Meeting NotesWeekly operating meeting rhythm and follow-ups.
See the modules that fit your business.
Book a CallOperational Intelligence for Contractors
See the Decision Before You Open the Report.
Provider-agnostic by tenant. M1COS reads from the financial and operational providers each company already uses. It is not hardwired to one accounting or field-service vendor.
Operational systems create work signals — calls, jobs, dispatch, completion, callbacks.
Financial systems provide accounting truth — invoices, payments, cost, and margin.
M1COS turns both into connected decisions with an owner and a deadline.
See your operating picture in 30 minutes.
Book a CallIntegrations & Data Confidence
Connected to QuickBooks, Xero, Housecall Pro, and the Tools You Already Run
Every connection below exists in M1COS today. Your accounting and field service software stay the system of record.
- Tenant IsolationEach company's records live in their own scope, enforced in the database — not just hidden in the interface.
- Source AttributionEvery figure shows where it came from and when it last synced.
- Read-Only by DefaultConnections read what they need. Your accounting and field-service systems stay the system of record.
Financial Systems
- QuickBooks Online
- Xero
- Stripe
Service Operations
- Housecall Pro
- M1COS Field Service
Communications
- Twilio voice & SMS
- Transactional email
- Google Calendar
Marketing & Analytics
- Google Ads
- Local Services Ads
- Google Analytics 4
- Search Console
- Google Business Profile
- Yelp
Not sure your systems connect? We will check on the call.
Book a CallBuild an Operating System Around the Business You Actually Run.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
- Thirty minutes, no preparation needed
- Bring the systems you use today
- Leave with a view of your first scorecard
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.