One screen that tells you if this week was good
Not twelve reports in six apps. One page, the numbers that matter, and a Monday text.
The problem
Right now, answering “how did we do last week?” means logging into your CRM, your field software and your accounting, exporting three spreadsheets, and still not trusting the answer because the systems disagree. So most owners run on gut feel and bank balance. That works until it doesn’t — usually in the slow season, when you find out which marketing was wasted money.
What we do
Pick the numbers
We agree on six to ten numbers that tell you how the business is doing: new leads by source, response time, booking rate, jobs completed, average ticket, revenue, cash collected, reviews.
Wire them up
Because your systems are connected, the numbers come from real records, not from someone’s spreadsheet. They update on their own.
Build one screen
A single dashboard on your phone or desktop. No logins to five apps. Your managers can have their own view.
Send the Monday summary
A short text or email each Monday: last week against the week before, and anything that looks off.
What you get
- A dashboard built around your numbers, not a vendor’s template
- Lead source tracked from first click or call through to paid invoice
- Response-time and missed-call tracking
- A Monday summary to your phone
- A 30-minute walkthrough so your managers know what they’re looking at
How pricing works
Monthly plan
From $497/mo
Website, AI receptionist, follow-up automations, CRM and reporting run for you as one monthly service. Month-to-month, 30-day guarantee.
See the plansStandalone build
$5,000 dashboard build
The dashboard is quoted as one fixed price once the Connection layer is in place. Changes and new metrics are covered by your monthly plan. Final price confirmed in your audit strategy. Monitoring and fixes after launch: $750/mo, cancel with 30 days’ notice.
Stack Audit
Free
Five business days. You get the map, the gap list, the dollar cost of each gap, and a written strategy for fixing them. No obligation.
Audit my stackQuestions owners ask
Can’t I just use the reports in my CRM?
You can, and they only show that one system’s data. Revenue lives in accounting, jobs live in field software, leads live in the CRM. The value is seeing them together.
What if my systems aren’t connected yet?
Then the dashboard would be built on guesses. We connect the systems first, often as part of the same project.
Which dashboard software do you use?
Whatever fits your stack — often reporting already included in software you pay for, sometimes a free reporting tool. We avoid adding another subscription.
Can my managers see it without seeing payroll?
Yes. We build separate views with only what each person needs.
How current are the numbers?
Most update within minutes of the underlying record changing. Accounting figures typically refresh daily.
Find out what your stack is costing you.
The Operations Stack Audit maps every tool you pay for, every place someone retypes data, and what each gap costs per year — then hands you a detailed strategy to fix it. Free. Five business days.
Audit my stack Run the leak calculator