Who it's for
Established, owner-run trade and service companies
Companies doing $2 million a year and up, run by an owner who knows the work and runs the business on experience, QuickBooks and a handful of tools that don't talk to each other.
A good fit
You'll get the most from it if
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You run the business, not just the work
You're the one who decides where the money goes, and you want to see it first.
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Your numbers live in more than one place
QuickBooks for the books, something else for jobs, and spreadsheets in between.
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You're past the startup stage
Usually doing $2 million a year or more.
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You'd rather not learn new software
Your team keeps working the way it does now. The dashboard reads from what you have.
Trades
Built around your trade
Every dashboard is set up for how its company works. Some of what each trade tends to watch:
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HVAC
Service agreements, callbacks and the gap between a busy season and a slow one.
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Plumbing
Return trips, parts used on the job and service calls that never got billed.
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Electrical
Change orders, hours against the estimate and work waiting on inspection.
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Roofing
Material costs against the bid, crew days and jobs held up by weather.
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Landscaping
Crew hours, recurring contracts and cash through the seasons.
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Restoration
Jobs waiting on approval, open invoices and what each job really cost.
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Concrete
Crew days, materials against the bid and pours pushed by weather.
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General contracting
Change orders, subcontractor costs and margin job by job.
Don't see yours? Tell us what you do.
Not in the trades? We also build for other owner-run businesses that do work for customers, like IT firms, agencies, engineering firms and auto repair shops. Book a walkthrough.
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.