Operating Support for Service Businesses
How Hartfield Operating Helps Investors and Operators
Strategic Advisory
Executive operating guidance focused on growth, execution, organizational alignment, and scalability.
Private Equity Support
Operational diligence, integration planning, leadership assessment, and value creation support.
Operational Transformation
Improving performance through scalable systems, execution discipline, and operational visibility.
AI Workflow Enablement
Practical AI implementation across dispatch, reporting, scheduling, and customer workflows.
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.
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

