How it works
You see it before you pay for it
Four steps from the first conversation to a dashboard running on your own numbers.
The four steps
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We talk
Over coffee or on the phone: how you run things, and where the time and money go.
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You see a sample
We walk you through a sample dashboard built for your company, with made-up numbers. If you've already built one on this site, we start from that.
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We connect your numbers
A few calls with you and whoever keeps your books to find where your data lives. Then we connect it.
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You pay once it's live
When the dashboard runs on your real numbers and you're happy with it, a monthly fee starts.
Your first version is built free. Nothing to pay until it's live. No setup fee. One monthly fee once it's live, with hosting, backups, updates and support included.
From you
What we need from you
Not much. You keep running your business while we build. We'll ask for a little of your time and access to the numbers you already keep.
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A conversation
How you run things, what you check every day and where you feel money slipping.
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Your accounting
Access to QuickBooks, so the dashboard reads your real billing and cash.
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Your job data
From your job or scheduling software, or a spreadsheet export if that's easier.
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Whoever keeps your books
A call or two with them, so the numbers on screen match the ones they report.
After it's live
It keeps working for you
Once your dashboard runs on your real numbers, we host it, back it up every night and keep it up to date.
You start with the dashboard. When you want to run customers, estimates and invoicing in one place, we build that too, with your data already in it.
Sample dashboard
See your dashboard before we ever meet
Answer six quick questions about your business. In a few minutes you'll get a working owner dashboard built for a company like yours, filled with sample numbers. No call, no cost.
Book a walkthrough
Want to see yours?
Pick a time, or call, text or email. We'll talk about how you run things and walk you through a sample built for your company.