Operating Support for Service Businesses

OPERATING FOCUS

How Hartfield Operating Helps Investors and Operators

OPERATING ADVISORY

Strategic Advisory

Executive operating guidance focused on growth, execution, organizational alignment, and scalability.

OPERATING ADVISORY

Private Equity Support

Operational diligence, integration planning, leadership assessment, and value creation support.

OPERATING ADVISORY

Operational Transformation

Improving performance through scalable systems, execution discipline, and operational visibility.

OPERATING ADVISORY

AI Workflow Enablement

Practical AI implementation across dispatch, reporting, scheduling, and customer workflows.

EXECUTION SUPPORT

Operational Support Across the Investment Lifecycle

Supporting investors and operators through diligence, integration, operational improvement, and scalable execution initiatives.

Operational Due Diligence

Assessing operational strengths, risks, scalability, leadership alignment, and execution capability across service-based businesses.

Post-Acquisition Integration

Supporting integration execution, organizational alignment, operational improvement, and scalable growth initiatives following acquisition.

Executive Advisory

Partnering with founders, operators, and investors on strategic execution, performance improvement, and value creation initiatives.

PLAINSIGHT PLATFORM

Built for the Next Generation of Service Operators

PlainSight is being developed as an intelligent operating system for modern service businesses — connecting workflow visibility, operational execution, dispatch, scheduling, reporting, and customer operations into one scalable platform.

AI Dispatch

AI-powered scheduling, technician optimization, route management, capacity planning, and profitability forecasting.

Operational Intelligence

Live operational visibility across staffing, customer demand, job flow, field execution, and service capacity.

Performance Analytics

Unified reporting across revenue, margins, technician performance, conversion, callbacks, and customer trends.

How HartField Supports Operators & Investors

Strategic Advisory

Executive operating guidance focused on growth, integration, profitability, and operational scale.

Operational Transformation

Process redesign, organizational alignment, KPI visibility, and execution discipline across multi-location service businesses.

Private Equity Support

Diligence, post-acquisition integration, operating reviews, leadership assessment, and value creation planning.

AI Workflow Enablement

Practical AI implementation focused on dispatch, reporting, scheduling, customer workflows, and operational leverage.

Selected Experience

Reliance

Led large-scale growth across sales, marketing, acquisitions, and field execution within Canada’s largest home services platform.

$280M P&L / 500 employees / 7 acqusitions

Terminix

Oversaw operational transformation, integration, and growth initiatives across international service operations.

$220M P&L /  1000 employees / 11 acquisitions

Royal House

Led operational stabilization and strategic repositioning during a complex turnaround environment.

Turnaround execution
/ Organizational restructuring

Right Time

Led operational stabilization and professionalization initiatives across a highly acquisitive home services platform.

CEO leadership / Operational discipline