Custom dashboards and reporting. Your key operating metrics from every system, pulled into one live view.
The numbers that run the business live in five different places. Revenue sits in QuickBooks, jobs sit in the ERP or the field-service platform, hours sit in a spreadsheet, and the rest lives in someone's head. When the owner wants margin by job, utilization by crew, or which customers are slipping, someone spends half a day exporting CSVs and stitching them together in Excel. By the time the report is built it is already a week stale, and nobody trusts the number enough to act on it.
It starts when you ask for a number nobody can pull.
The owner wants one number: margin by job last month, or which crews ran under target, or which customers are slipping. There is no screen that shows it. Someone opens QuickBooks for the revenue, the ERP or ServiceTitan for the jobs, a hand-kept spreadsheet for the hours, then drops it all into Excel and reconciles by hand. Half a day later the answer arrives, already a week behind the business, and nobody trusts it enough to make the call.
From four scattered systems to one number everyone trusts.
- 01
We map the questions you actually ask
One working session with the owner or operations lead to pin down the handful of numbers that drive decisions: margin by job, utilization, AR aging, pipeline, on-time rate, whatever runs your business.
- 02
We connect the systems that hold the data
We read from what you already run: QuickBooks, your ERP, ServiceTitan or your field-service platform, your CRM, even the spreadsheets. No rip-and-replace, no new system of record.
- 03
We model the metrics once, correctly
The definitions get written down and computed the same way every time. "Margin" means one thing, "active job" means one thing. The math stops being an argument.
- 04
You get one live dashboard
Your key operating metrics, refreshed automatically, on one screen anyone you choose can open. The half-day CSV-stitching exercise goes away. The pilot stops here; more views, scheduled reports, and alerts grow in next.
What you get.
Dashboarding, business intelligence, and reporting are a strong suit for us, and they apply to any business on any software. The pilot delivers one live dashboard built around the specific numbers you make decisions on, pulled automatically from the systems you already run. The first 2 to 3 weeks, we map your key questions and wire the data sources. By the end, the report that used to take half a day of exporting and stitching opens on one screen, current, for whoever you give access to.
A real example: we built a reporting dashboard on top of ServiceTitan for a commercial service operation that had its numbers trapped inside the platform's canned reports. We pulled them into a live view shaped to how the owner actually ran the business. The same approach works on QuickBooks, on an ERP, on a CRM, or on the pile of spreadsheets a controller maintains by hand. The system underneath does not matter; if it holds your data, we can surface it.
From there it grows. On the monthly, the next tool adds more views, scheduled email reports, threshold alerts (a job slipping past margin, AR aging past terms, utilization dropping below target), and role-based access so the field, the office, and the owner each see the cut that is theirs. Your monthly is flat once the pilot graduates onto Starter, and each new view is a tool we tell you about openly before we build it.
$800 pilot: one live dashboard built around your key numbers, pulled from the systems you already run. 2 to 3 weeks to build, 30 days live. After the pilot, the engagement graduates onto Starter ($295/mo). The dashboard grows from there as more views, scheduled reports, and alerts layer in.
The businesses whose numbers live in too many places.
This fits any small or mid-sized business whose numbers are scattered across QuickBooks, an ERP, a field-service or CRM platform, and spreadsheets, where pulling a straight answer takes hours of manual export-and-stitch. It works in any industry and on any underlying software; reporting and dashboards are inherently horizontal. It does not fit businesses that already run a maintained BI stack with a current single source of truth, or businesses small enough that one spreadsheet still tells the whole story.
It reads from QuickBooks, your ERP, and ServiceTitan as they sit.
We read from the systems you already run: QuickBooks (Online or Desktop), your ERP, ServiceTitan or your field-service platform, your CRM (HubSpot, Salesforce, Pipedrive), and spreadsheets. Read-only by default; we surface the data, we do not change your systems of record. The pilot connects the sources behind your first dashboard. As the tool grows on the monthly, more sources, scheduled reports, alerts, and role-based access layer in one tool at a time.
See it in motion ↓Every system in the chain feeds the one number you trust.
Questions owners ask about the dashboard.
By day 30, what number can the owner actually open on one screen?
One live dashboard built around the handful of numbers decisions actually turn on: margin by job, utilization by crew, AR aging, on-time rate, whatever runs the business. We spend the first 2 to 3 weeks mapping those questions and wiring the sources (QuickBooks, the ERP, ServiceTitan or your field-service platform, spreadsheets), then run it live for 30 days. The half-day export-and-stitch in Excel is gone; the number is current and the same every time you open it. The $800 is the only upfront commitment. After 30 days live the engagement graduates onto Starter ($295/mo), and more views, scheduled reports, and alerts grow from there.
Do we have to switch off our current software?
No. The whole point is that we build on top of what you already run. We read from QuickBooks, your ERP, ServiceTitan, your CRM, or your spreadsheets and surface the numbers. Your systems of record stay exactly where they are.
How is this different from the reports our software already has?
Most software ships canned reports built for the average customer, not for how you run your business. They are hard to combine across systems, and the definitions are not yours. We model your metrics your way and pull from every source at once, so margin by job or utilization by crew is one click, not a half-day export.
Does adding the next metric or data source cost extra?
Your monthly is flat. Refining a metric definition or tuning a view on a running dashboard is included. A whole new view, a scheduled email report, threshold alerts, or wiring in another system like a new CRM is a new tool, and we tell you about it openly and quote it before we build it. Most clients stay at their starting tier on this kind of work, and that is fine with us.
Other tools we have shipped.
Priced quotes for your top-volume part type, in 30 days.
Quoting lives in one estimator's head.
Branded bid proposals for your most common project type.
The estimator runs takeoff in STACK, PlanSwift, or Bluebeam, exports quantities to Excel, then opens a Word template from the last similar bid and rewrites the proposal: scope, exclusions, allowances, alternates, base bid, schedule of values.
A read-only shipment status login for your top shippers.
The 3PL's account manager or owner fields where-is-my-order calls and emails from shipper customers all day.