National Home Services Conglomerate Case Study

data sources unified

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data platform

Databricks

analytics dashboards

Power BI

BACKGROUND

Transforming Franchise Operations with Data

Precision (Neighborly company), one of the world's largest franchisor of home service brands including Precision Garage Door, needed a comprehensive analytics solution to unify data from multiple sources across hundreds of franchise locations.

The challenge was to create a single source of truth by integrating CallRail call tracking, ServiceTitan field service management, Google Ads campaigns, Google Analytics web data, and a custom online booking platform.

Each franchise location operated independently with their own customer IDs and tenant structures, requiring a sophisticated multi-tenant data architecture that could provide both individual franchise insights and corporate-level analytics.

MOOD partnered with Precision to build an enterprise-scale data warehouse on Databricks within the Azure ecosystem, complete with Power BI dashboards and an integrated online booking system.

CHALLENGE

Unifying Disparate Data Sources Across Franchises

A National Home Services Conglomerate faced the complex challenge of integrating five different data sources - CallRail, ServiceTitan, Google Ads, Google Analytics, and a custom booking platform - each with different schemas and update frequencies.

The multi-tenant architecture needed to support row-level security, ensuring each franchise could only access their own data while corporate could view aggregated insights across all locations.

Call transcripts from CallRail required secure storage and NLP processing to extract customer insights while maintaining PII compliance across different state regulations.

Real-time integration was essential for the online booking tool, which needed to check ServiceTitan availability and create appointments seamlessly across franchise boundaries.

"We needed more than just reporting - we needed a platform that could drive operational decisions at both the franchise and corporate level while maintaining data security and real-time insights."

* Client testimonials have been edited for clarity and brevity while maintaining the original intent and meaning.

Precision Innovation Team

Various roles

SOLUTION

Enterprise Data Lakehouse with Integrated Booking Platform

Data Lakehouse Architecture

Built a Bronze-Silver-Gold medallion architecture on Databricks, ingesting raw data from CallRail API, ServiceTitan webhooks, Google Ads API, and Google Analytics 4 into Delta Lake tables with automated data quality checks.

Unified Customer View

Created a master customer dataset in the Silver layer that reconciled customer records across systems using fuzzy matching algorithms, linking phone numbers from CallRail to ServiceTitan customer IDs and Google Analytics client IDs.

Advanced Analytics Layer

Developed Gold layer aggregations including customer lifetime value, lead-to-booking conversion rates, campaign ROI by franchise, call sentiment analysis, and predictive models for customer churn and booking likelihood.

Online Booking Integration

Built a real-time booking API on Azure Functions that queries ServiceTitan availability, creates appointments, triggers CallRail tracking numbers, and feeds data back to the warehouse for closed-loop attribution.

RESULTS

Driving Franchise Growth Through Data Intelligence

The unified analytics platform has transformed how a National Home Services Conglomerate franchises operate, providing unprecedented visibility into customer journeys from first web visit through service completion and ongoing maintenance.

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Data Sources Integrated

CallRail, ServiceTitan, Google Ads, Google Analytics, and custom booking platform.

How a National Home Services Conglomerate Built a Unified Analytics Platform for Franchise Locations

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