See tech utilization, call-to-book rate, and margin by location, in one dashboard, updated daily, with a Monday morning brief that tells you exactly where to focus. Built on top of ServiceTitan, QuickBooks, and Google Ads. No reports to run. No analyst to hire.
1. Review Charlottesville's scheduling queue. The 14% no-show rate is dragging utilization. 2. Pricing review with Roanoke estimators. 3. Shift ad budget toward the source booking at 52%.
We connect the tools your team already uses, centralize the data in your own accounts, and turn it into the brief, answers, and Command Center you act on Monday morning. Decisions, not exports, built for Monday mornings instead of month-end scrambles.
The answer to "how are we doing?" lives in four systems and someone's head. By the time you've pulled the exports and reconciled them in a spreadsheet, the month is already gone, and the location that was quietly slipping has slipped for three more weeks.
Field data in ServiceTitan, money in QuickBooks, leads in Google Ads and CallRail. Nothing reconciles automatically, so every number is a manual export away.
By the time reporting comes together, it's history. You're managing last month, not steering this one.
You know one location is underperforming. You just can't point to the tech, the CSR, or the job type on paper.
They don't know your locations, your pricing, or your benchmarks. They report. They don't tell you what to do.
We work with HVAC, plumbing, and electrical operators running 2+ locations on ServiceTitan or Housecall Pro, and with the GMs, COOs, and PE platforms who run them.
You run 2–10 locations doing $3M–$50M in revenue. You can feel which location is dragging, but you can't prove it on paper, and by the time the numbers come together, the month is gone.
Same problems, different jobs. ServiceTitan or Housecall Pro for the field, QuickBooks for the books, Google Ads and CallRail for leads, and no single view that shows whether you're winning or losing.
The owner wants a Monday update. You want tech utilization, call-to-book, and gross margin by location without spending Sunday night in Excel. We build the system that gives both of you the answer.
You're consolidating multi-brand home services platforms. We standardize KPI definitions across acquired companies and give your platform team one rolled-up view of utilization, lead conversion, and margin by brand and by location.
The data warehouse, the dashboards, the automations, all in your accounts, on your bill. No vendor lock-in, no per-seat licensing, no surprises if we ever part ways.
Built from your real data and sliced by location, by tech, and by job category. No spreadsheets. No more waiting on the office to "run the report."
Every Monday at 6 a.m., a plain-English brief: what moved last week, what needs you now, and what's quietly at risk across every location, written from your live data while you slept. A 60-second read instead of Sunday night in Excel.
Not a generic template. A control room shaped to a multi-location operator. The metrics you run on up top, the depth to drill into any number by location, tech, or job type behind them. Updated daily, so a glance tells you exactly where things stand.
Hours billed ÷ hours available, broken out by tech and by location. See exactly which techs are dragging the average down, and why.
Labor productivity across every individual and every location. The number that tells you whether you have a hiring problem or a routing problem.
Percentage of inbound calls that convert to booked appointments, by CSR, by source, by location. Where leads are leaking before a truck rolls.
How many of your quotes turn into completed work, broken out by estimator and job category. The lever that drives revenue without spending more on ads.
Percentage of dispatched jobs that get completed on the first visit. The number that quietly determines tech utilization, margin, and customer reviews.
Margin rolled up company-wide and broken out by location and job type. See where the profit actually comes from, and which location is quietly underwater.
Every engagement comes with automated monitoring, anomaly alerts, and a weekly Monday Brief built in. The AI Analytics Layer adds a full natural-language interface so anyone on your team (owner, GM, dispatcher) can query the data directly.
Ask which location, tech, or CSR is dragging the average down and get a plain-English explanation of why, not just a number.
No pivot tables, no SQL. Ask why gross margin slipped or which job category is costing you money and get a direct answer.
Every Monday at 6 a.m., a plain-English summary of last week's utilization, lead conversion, and margin lands in your inbox, with three specific actions to take this week.
Every answer pulls from your actual ServiceTitan, QuickBooks, and Google Ads data. Never a hallucinated number, never a generic response.
It's the infrastructure that makes every AI tool you adopt in the next three years actually work, and most of your competitors won't have it.
We start with a paid audit, prove value fast, then build and manage the system ongoing. Every stage is fixed-price and scoped to your setup. No open-ended consulting, no surprise invoices.
A no-pressure conversation to understand your current setup, where the reporting pain is, and whether we're the right fit. No commitment, no pitch deck.
A strategic assessment of how your ServiceTitan, QuickBooks, and lead-gen data flow today: where the visibility gaps are, what's costing you margin, and what to fix first. Delivered as a written findings doc with a prioritized roadmap and ROI estimate.
For operators starting from scratch. Stop pulling weekly reports by hand and reconciling exports from ServiceTitan, QuickBooks, and Google Ads in spreadsheets. We build the data warehouse and reporting layer so leadership has one trusted view.
For operators who already have data centralized but still waste hours every week assembling reports. We build the automation layer on top of what you already have.
Ask any question about your business in plain English and get an answer in seconds. No SQL, no analyst, no waiting on the office to run a report. Pairs with Sprint A or B as the premium intelligence layer.
Ongoing management of everything we built, plus a Monday morning brief every week that tells you what happened across every location and what to act on first. The system gets smarter every month.
Weekly Monday brief, anomaly alerts, dashboard maintenance, ad hoc questions. Best for operators who want reliable ongoing visibility without deep engagement.
Everything in Essential, plus new automations and data sources each month, KPI expansion, and a monthly insights call where we surface something the dashboards alone won't tell you.
We're not a big agency. We're a focused partner that builds the right thing, fast.
Every system we build lives in your accounts. No vendor lock-in, no dependency on us to keep the lights on. You keep everything if we ever part ways.
We build on best-in-class tools that are powerful, scalable, and cost next to nothing. No bloated software subscriptions, just the right tools for the job.
Most agencies hand you a dashboard and disappear. We stay focused on the business question (what decision does this need to enable?) and build backward from there.
Every Monday at 6 a.m., a plain-English email: last week's utilization, lead conversion, and margin by location, plus three specific actions for this week. Designed to be the first thing you read with your coffee.
The data warehouse we build today is the foundation for every AI tool you'll adopt in the next three years. Clean, centralized data is what separates companies that benefit from AI from those that can't use it at all.
Your system flags problems automatically. A location's call-to-book rate dips, a tech's utilization falls below threshold, a job category's margin slips. You're notified before a bad week becomes a bad month.
Book a free 20-minute intro call. We'll learn about your locations, your stack, and where the reporting pain is, and tell you straight up whether we're the right fit. No commitment, no pitch deck.
Book a Free Intro Call