Portfolio Monitoring for Roll-Ups: Every Company, One Screen
RouteHouse Insight · For groups that own several service businesses

Every Company You Own. One Screen. Day One.

RouteHouse Insight rolls up revenue, cash, pricing, fleet and compliance across every company, division and location, so your operating team spots the problem in week one instead of quarter three.

Portfolio monitoring built for buy-and-build groups in field services, starting with environmental services.

Download the two-page overview (PDF, 0.8 MB) →

Sample group and sample data The RouteHouse Insight group overview for a fictional six-company environmental services group: revenue, margin, cash and trucks across the top, a Needs Attention list of flagged items, and revenue by trade.
The problem

The Investment Plan Counts on Improvements Nobody Can Measure Yet

A buy-and-build group acquires service companies that each run on their own system: another field-service app, QuickBooks, spreadsheets, paper. The plan depends on operating improvements, but for months nobody can see them. Reporting means chasing each company’s books and rebuilding the same spreadsheet by hand every month.

How it works

See Everything on Day One. See Everything That Matters as Each Company Comes On.

Day one

Every Company, Financial View

Connect each company’s bank accounts (read-only, through Plaid) and its books (QuickBooks Online), or upload a spreadsheet. The group sees revenue, margin, cash, receivables and anything unusual in the bank activity, for every company, whatever software it runs.

As companies move onto RouteHouse

Full Operating Detail

Each company that runs RouteHouse adds truck-by-truck performance, price-list adherence, callbacks, utilization, compliance paperwork and job-matched travel. The console shows which numbers each company is missing, and moving onto RouteHouse is what fills them in.

What the console shows

A Multi-Company KPI Dashboard That Opens on Exceptions

Headline feature

Needs Attention, First

The console opens on exceptions, not charts: a company discounting below the price list, cash running short, a payment to an unknown payee, paperwork missing in a regulated state. Each one is a click from the detail.

  • First-time payee, no bill behind itSample company · operating account
  • Prices 11% under the group standardSample company · pumping and drain
  • Manifests missing a generator signatureSample company · grease
  • Days to collect up from 41 to 58Sample company · from QuickBooks

Pricing Leakage

One group price list. See every company’s average ticket against it and the dollars a year lost to discounting. Price consistency is one of the fastest wins after an acquisition, and the first number most groups ask for.

Cash and Bank Activity

Read-only bank feeds through Plaid: balances, a 13-week cash trend and days of cash on hand for every company. Flags first-time payees with no bill behind them, likely duplicate payments, payroll accounts short of the next run and unusual cash withdrawals for review.

Deposits vs. Collections

For RouteHouse companies, compares the payments techs collect in the field with what actually reaches the bank.

Companies Ranked Side by Side

A league table of revenue, growth, margin, revenue per truck-day, price adherence, days to collect, callbacks and utilization. Rank by any column and drill from group to division to company to truck.

Travel and Mileage

Drive logs for sales and field staff from mileage-tracking apps such as MileIQ: miles, business share and reimbursement owed. For RouteHouse companies, each business drive is matched to a job, quote or sales visit, so drives with no customer at the stop stand out. Personal drives show only as a total, never where they went.

Fleet Performance

Revenue and jobs per truck per day, utilization and drive time, truck by truck and tech by tech.

Compliance

Waste manifests and signatures by state across the whole group, with an open-exceptions list.

Organic vs. Acquired Growth

Each company carries its acquisition date, so same-company growth is reported separately from growth bought through deals.

Built for Separate Companies

Group users get read-only, scoped access to the whole group, one division or one company. Every company stays its own account, so a company can be sold without untangling its data.

Who it’s for

Roll-Up Reporting for Groups That Own Several Service Companies

Operating partners, CFOs and integration leads at PE-backed platforms, independent sponsors, search funds, family offices, and multi-location operators that grew by acquisition.

Environmental services is one of the few roll-up categories where a single platform can run every trade the group owns. RouteHouse already does.

Why Insight

Buy-and-Build Integration Software That Starts Before the Switch

Day-One Value Without Forcing a Software Switch

Bank and books connect in an afternoon. The operating detail follows as companies move over.

Trade-Specific Depth a Spreadsheet Can’t Produce

Manifests, truck matching, price-list adherence and next-due service, straight from the field.

One Platform for Every Environmental-Services Trade

Septic, grease, restrooms, roll-off and sewer & drain run on one system, not a different app per trade.

A Built-In Path to Standardization

The console shows each company’s gap. RouteHouse closes it.

Interactive demo

Walk Through a Sample Group

A sample six-company environmental services group, four on RouteHouse and two still on QuickBooks and spreadsheets. The group and its companies are fictional.

Unlock the Interactive Demo

Tell us a little about your group and the demo opens right here. You can book a briefing at the same time.

Unlock the demo →
Your data

Read-Only by Design

Already on RouteHouse · By arrangement

Every Brand From One Login

Own several brands that run RouteHouse? See jobs and revenue across every brand from one login, and open any brand’s office in one click — while each brand keeps its own customers, numbers and settings.

Set up by RouteHouse for your group. Not self-serve.

Talk to us →
  1. One login. Jobs and revenue across every brand.
  2. One click. Open any brand’s office.
  3. Brands stay separate. Customers, numbers and settings stay with each brand.

Free PDF · 6 pages

RouteHouse for fleet operators

Every trade on one platform, routing around truck capacity, compliance on the job — and how Insight fits in. More guides

Download the PDF
Questions

RouteHouse Insight, Answered

  • Do our companies have to switch software first? No. Bank accounts and QuickBooks Online connect on day one, whatever else a company runs. Operating detail fills in as companies move onto RouteHouse.
  • Can RouteHouse move money? No. Bank access is read-only through Plaid.
  • What happens when we sell a company? Each company is its own account, so its data leaves with it.
  • How is it priced? Per group and per company. Companies on RouteHouse receive a group rate. Request a briefing for a proposal.
Request a briefing

See Your Group on One Screen

Tell us about the companies you own. The interactive demo unlocks as soon as you submit, and you can pick a time for a 30-minute briefing with the people who build RouteHouse.

  • A walkthrough of the demo using a group shaped like yours.
  • What day one looks like for your companies, given the systems they run today.
  • A proposal priced per group and per company.
Trades in the group

The demo opens on this page. You’ll pick a briefing time on the next step.