{"id":597,"slug":"industry-data-map-5-verticals","title":"Reference: operational data map by industry — what gets generated, stranded, and unlockable for 5 service verticals","kind":"reference","scope":"business","status":"current","audiences":["kevin","claude-code","candid-team"],"topics":["agency-methodology","data-infrastructure","crm-systems"],"reference_body":"**By vertical: what operational data exists, what typically gets stranded, what owning it unlocks.**\n\n### Home services (HVAC, plumbing, electrical, landscaping)\n- **Generated:** service tickets, equipment serial/install dates, recurring maintenance cadences, customer property characteristics, technician notes, parts used, photos, seasonal demand\n- **Typically stranded:** equipment registries in technician memory; weather-correlated demand patterns; \"this customer always calls in June\" patterns\n- **Unlockable:** proactive replacement outreach (12-year-old units); weather-triggered staffing; dynamic emergency pricing; membership pricing reflecting actual visit cost\n- **Dominant SaaS:** ServiceTitan, Jobber, Housecall Pro, FieldEdge\n\n### Professional services (legal, accounting, consulting)\n- **Generated:** time entries, matter/engagement records, document templates, conflict-check data, client comms, billing realization, write-offs\n- **Typically stranded:** which engagements were profitable and why; partner-level realization by client/matter type; template reuse efficiency\n- **Unlockable:** refuse unprofitable engagement types; price fixed-fee work based on actual hours-by-matter-type history; identify payment-delay patterns. Powers the 64% flat-fee-billing trend in mid-sized firms ([[clio-legal-trends-2024-2025-ai-adoption-79-to-93]])\n- **Dominant SaaS:** Clio (legal), Karbon (accounting), MyCase, PracticePanther\n\n### Distribution (fuel, building supply, food service)\n- **Generated:** delivery schedules, tank/SKU registries, customer-specific contract terms, price-per-gallon by date, route data, will-call vs automatic, seasonal load curves\n- **Typically stranded:** true per-customer margin (route cost rarely allocated); which customers cost more to serve than they pay; weather × tank-fill correlation; emergency-delivery frequency by customer\n- **Unlockable:** reprice or fire unprofitable accounts; route optimization; predictive replenishment; targeted contract upsell\n- **Dominant SaaS:** Cargas Energy, ADD Systems, P-Dispatch (fuel); ECI, DDI System (building supply)\n\n### Trades (roofing, construction, automotive)\n- **Generated:** job estimates, change orders, materials cost vs estimate, labor hours by job type, warranty claims, supplier pricing\n- **Typically stranded:** bid-win-rate by estimator; over/under on materials by project type; warranty cost as true % of revenue\n- **Unlockable:** estimator-specific feedback loops; supplier negotiation backed by purchase history; warranty-reserve accuracy\n- **Dominant SaaS:** Procore, Buildertrend, Tekmetric (auto), Shopmonkey\n\n### Healthcare-adjacent (clinics, vets, dental)\n- **Generated:** patient/animal records, treatment plans, recall reminders, prescription history, no-show patterns, insurance reimbursement timing\n- **Typically stranded:** no-show predictability; recall effectiveness by channel; patient lifetime value by acquisition source\n- **Unlockable:** predict no-show risk and double-book; optimize recall channel; identify referral sources producing stickiest patients\n- **Dominant SaaS:** Dentrix, Open Dental, eClinicalWorks, ezyVet\n- **PHIPA caveat for Ontario:** healthcare data is governed by PHIPA, not PIPEDA — stricter consent regime","rationale_body":null,"metadata":null,"links":{"outgoing":[{"slug":"clio-legal-trends-2024-2025-ai-adoption-79-to-93","title":"Clio Legal Trends: AI adoption among legal professionals jumped 19% (2023) → 79% (2024) → 93% mid-sized firms (2025); 64% mid-sized offer flat-fee","kind":"reference","scope":"business","link_type":"depends-on"},{"slug":"vertical-saas-export-portability-comparison-2026","title":"Reference: vertical SaaS data portability comparison (ServiceTitan / Jobber / Housecall Pro / Clio / Karbon / Tekmetric)","kind":"reference","scope":"business","link_type":"depends-on"}],"incoming":[{"slug":"bj-fuel-distributor-data-model-illustration","title":"Illustration: what \"modeling the actual business\" means for Boucher & Jones fuel distribution (in-development, NOT delivered)","kind":"reference","scope":"business","link_type":"depends-on"},{"slug":"rule-dont-bend-business-to-generic-crm","title":"RULE: Don't bend the client's business model to a generic CRM. Either find vertical SaaS that fits, or add a custom data layer on top.","kind":"rule","scope":"business","link_type":"depends-on"},{"slug":"research-brief-dataset-is-the-product","title":"Research brief: The Dataset is the Product — when a service business should own its data (piece 12 of 15)","kind":"reference","scope":"business","link_type":"relates-to"}]},"created_at":"2026-05-22T20:37:13.279Z","updated_at":"2026-05-22T20:37:13.279Z"}