Free Tool
Are your service agreements actually profitable?
Enter your SA revenue and costs. We'll show your margin vs. 259 contractors and calculate your pull-through revenue gap.
Benchmark data
Across 259 contractors, the median SA gross margin is 37.9%. Top quartile hits 53.5%. But 1 in 4 contractors is below 20% — and some are losing money on every agreement. The median pull-through (upsell from maintenance visits) is just 8.7%.
Your service agreement numbers
When techs find something to fix during a maintenance visit and the customer approves it. Industry term: “pull-through.”
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What this means for you
Your service agreements are below the industry median (37.9%). At your current cost structure, hitting median margin would add roughly $47,504/year in revenue without selling a single new agreement. The fastest way to get there is renewal pricing and tightening scope on unprofitable customers.
Quick win this week
Pull your 10 lowest-margin agreements. Either raise the price 15-25% on renewal or scope-cut the work. The customer relationship survives; the margin recovers.
Strategic fix
Build a renewal cadence with tier-based pricing (Silver/Gold/Platinum), tech spiff structure for upsell at maintenance visits, and a quarterly margin review by customer.
Find out what your service agreements are really earning
We audit your SA book — margin, renewals, and upsell — against 259 contractors. Free audit included.
No commitment. Real numbers, not generic advice.
Want to see WHICH agreements are losing money?
We'll connect to your job costing, rank every active SA by true margin (with overhead and callbacks allocated correctly), identify the ones to reprice or drop, and model the pull-through revenue you should be capturing.
From clients
What contractors say after working with us.
“Thought we were running 22% net. Real number was 11 once Sam allocated overhead correctly across labor and materials. Painful conversation but I needed it. We've been repricing every job since.”
“We had 40 service contracts and no idea which ones actually made money once you included drive time and callbacks. Sam ran the analysis — three of our biggest were underwater. Repriced or dropped them, net margin went from 8% to 14% in one quarter.”
“My CPA is great at taxes but nobody was looking at the actual business. Sam found $140K in overhead we were eating on service calls because our flat rates were 3 years out of date. Repriced the menu in 30 days. The pricing fix alone covers his fee for years.”
Simple pricing
Three tiers, one ladder.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
See which agreements are actually losing money
Drop your info and a Level CFO will reach out to walk through your SA portfolio. Free audit included.
No commitment. Real numbers, not generic advice.