We build & deploy a custom operations and financial dashboard for your business — then train you and your team to run it.
One place to see today's jobs, your crews, your materials, and your money in real time. Plugged straight into QuickBooks and your CRM — built for your workflow, deployed for your team, and we stay on until everyone knows how to use it.
Right now, the dashboard you need doesn't exist — so you're running it in your head.
Materials get double-ordered or forgotten
Crews show up without parts. Trucks roll back to the supply house. You eat the labor.
Schedules live in 4 places
ServiceTitan, a whiteboard, your phone, and your dispatcher's head. Nothing reconciles.
You don't know job profitability until 60 days later
QuickBooks tells you what happened. By the time you look, you've already lost on three more.
One custom dashboard. Built for your business. Deployed to your team.
Every piece below gets built around how your business actually runs, wired into the tools you already pay for, and rolled out with hands-on training for every role on your team.
Inventory management
Live stock counts across warehouse and trucks. Auto-reorder thresholds. Know what you have, where, before the crew rolls.
Crew material allocation
Allocate materials to specific jobs and crews. Track what's been pulled, what's been used, what came back.
Work-order scheduling
Drag-and-drop dispatch board. Assign work orders to crews, see capacity by day, route the day automatically.
Team logins & roles
Every crew lead, tech, dispatcher, and admin gets their own login with the right permissions. Field crews see only their jobs.
CRM integration
Two-way sync with ServiceTitan, Jobber, Housecall Pro, HubSpot, GoHighLevel, or whatever you run. Customers, jobs, and notes stay in lockstep.
QuickBooks live sync
Invoices, payments, payroll, and job costs flow back into QuickBooks automatically. Your bookkeeper will hug you.
Job profitability in real time
Labor + materials + overhead per job, the day it closes. See which job types, crews, and customers actually print money.
Operations cockpit
Open jobs, AR aging, crew utilization, callbacks, lead → job conversion — the numbers an owner needs to run the company on a Monday morning.
Yours forever
You own the system. No per-seat tax. No vendor lock-in. We hand it over and train your team to run it.
How we build it, deploy it, and get your team running on it.
Systems Strategy Call
We map how your business actually runs today — crews, jobs, materials, money, tools. We tell you straight if we're a fit.
Blueprint your dashboard
We design the dashboard, the QuickBooks + CRM integrations, the team roles, and the work-order flow around your workflow. You approve before a single line of code ships.
Build & deploy
We build the dashboard and deploy it live — inventory, crew material allocation, scheduling, team logins, QuickBooks sync, CRM sync, profitability — all wired together.
Train you and your team
We sit with every role — owner, dispatcher, foreman, tech, bookkeeper — and walk them through how to use it day-to-day. We stay on until adoption sticks.
Your team logs in. The business runs on the dashboard, not on you.
- • You run a home service business doing $1M–$25M+
- • You have 5+ field crew or techs
- • You use QuickBooks (Online or Desktop)
- • You're tired of stitching SaaS tools together
- • You want to own the system, not rent it
- • You're a solo operator with no crew
- • You don't track jobs or finances at all yet
- • You want the cheapest tool, not the right system
- • You're not willing to train your team to use it
Stop running it from your truck.
The Systems Strategy Call is where we both find out if we're a fit. No pitch deck, no hard close — just a real look at your operation and what we'd build.
We take a small number of home service installs per quarter to make sure each one ships right.