Job costs. WIP. Multi-entity rollups. Finally under control.
D2R connects NetSuite, BlueCollar Project, and Shepherd CMMS into one trusted intelligence platform — so HVAC, MEP, and project-based businesses can stop chasing numbers and start running on them.
CONSTRUCTION INDUSTRY SOLUTIONS
From the field to the boardroom — visibility built for every role in your business.
Accounting
Accurate financials. Faster close. Fewer manual steps.
Accounting teams get immediate, mission-critical improvements the moment D2R is in place. The days of chasing numbers across systems are over.
GET THE NUMBERS RIGHT
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Automated job cost accuracy — labor, materials, equipment, and subcontractor costs flow correctly into the model, every time
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GAAP-aligned WIP reporting — consistent percent-complete and over/under billing without manual calculation
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Standardized chart of accounts, cost codes, and KPIs across every division and operating company
CLOSE FASTER
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Eliminate manual saved searches, Excel manipulation, and NetSuite reconciliation work that eats your month-end
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Automated data validation reduces back-and-forth between accounting and ops
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Reports that once took days are ready automatically — before leadership even asks
BECOME THE SOURCE OF TRUTH
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One version of the financials that every team — ops, finance, project management — works from
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No more disputes about whose numbers are right
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Accounting no longer builds or maintains searches in NetSuite, BlueCollar Project, or Shepherd
Finance
Real-time performance insight and strategic decision support.
Finance finally becomes proactive instead of reactive. With D2R, the numbers are always ready — and always trustworthy.
SEE PROFIT AT EVERY LEVEL
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Drill-down margin visibility by job, customer, division, technician, or service line — available in seconds
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Multi-entity rollups for portfolio companies with 10–50+ operating entities
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Profitability by project type, geography, or service line — not just company-wide averages
GET AHEAD OF THE BUSINESS
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Automated revenue, labor, and cost-to-complete forecasting built on live job data
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Early warning signals on margin erosion before jobs close
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Cash flow and backlog visibility that finance can plan around with confidence
FROM SCOREKEEPER TO STRATEGIST
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Reports that once took days refresh automatically — finance stops chasing numbers and starts driving decisions
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No more spreadsheet disputes — finance becomes the trusted, undisputed source of truth
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Leadership gets the strategic visibility they've always wanted but could never get before
Operations
Operational clarity across labor, materials, jobs, and service.
Operations leaders finally see what's happening day-to-day — across every crew, job, and location — without chasing reports from three different systems.
SEE WHAT'S HAPPENING IN THE FIELD
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Technician productivity dashboards — billable hours %, first-time fix rate, efficiency, and productivity trends
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Real-time job performance tracking — identify profit erosion before the job is complete
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Dispatch and scheduling performance across every crew and location
CONTROL YOUR COSTS
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Better labor and scheduling decisions — workload balance, job delays, crew productivity trends
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Inventory and materials control — spot overuse, price variance, and supply issues fast
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Cost variance tracking at the job, division, and technician level
ALIGN THE WHOLE OPERATION
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Standardized KPIs for service, install, and project teams — even across operating companies
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One operational dashboard that finance, ops, and leadership all work from
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Insights that travel from the field to the boardroom without getting lost in translation
Project Management
Real-time visibility into job progress, costs, and risks — before it's too late.
Project managers get complete clarity into every job — live, without waiting on accounting or wrestling with saved searches.
KNOW WHERE EVERY JOB STANDS
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Live job costing — labor, materials, and subs vs. budget at any moment, not just at month-end
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Percent-complete and earned value visibility without waiting on accounting to run the numbers
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Backlog and scheduling insight to prioritize critical jobs and align resources effectively
CATCH PROBLEMS EARLY
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Early overrun detection — flag labor burn rate, cost overages, and materials issues before they become margin killers
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Budget vs. actual variance alerts at the job and phase level
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Visibility into which jobs are at risk vs. tracking ahead of plan
RUN EVERY JOB LIKE YOUR BEST JOB
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Change order tracking — clear reporting for approved, pending, and unbilled change orders
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Historical job data that helps PMs bid future work more accurately
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Lessons learned embedded in your data — not lost when a PM moves on
Field Service
Technician visibility, service performance, and customer outcomes — dramatically improved.
For HVAC, MEP, and service businesses, the field is where money is made or lost. D2R gives you the visibility to make sure it's made.
KNOW YOUR BEST PEOPLE
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Technician scorecards — revenue generated, utilization rate, callbacks, efficiency, and job profitability by tech or crew
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Side-by-side technician benchmarking across locations and divisions
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Identify your top performers — and understand exactly what makes them different
RUN A TIGHTER SERVICE OPERATION
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Real-time dispatch insights — response time, travel time, job duration, and completion rates
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Contract and maintenance profitability — see which service agreements are working and which are underwater
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BlueCollar Project and Shepherd data unified with NetSuite financials — no more wrestling with CMMS exports
DELIVER FOR YOUR CUSTOMERS
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Customer experience analytics — job history, repeat issues, and service performance trends by account
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First-time fix rate tracking tied directly to customer satisfaction and retention
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Data that helps you win contract renewals and walk away from the ones that aren't worth it