Stop switching between QuickBooks, a spreadsheet, your email, and three other apps. We build custom operations dashboards for service companies — lead tracking, job management, invoicing, and revenue reporting all in one place.
Most business management tools are built for office workers. The dashboards are too complicated, the features don't match how service companies operate, and the monthly costs are way too high for what you actually use.
We build custom operations dashboards specifically for service businesses. The same system that manages your leads also handles your jobs, creates your invoices, records your payments, and shows you your revenue — all without any complicated setup or training.
Our clients access their dashboard from their phone on the job site, their truck on the way home, or their laptop in the evening. Everything is in one place and designed to be fast and simple.
Someone submitted a quote form three weeks ago. You forgot to follow up. Now they've hired a competitor. Without a CRM tracking every lead, this happens constantly.
How much did you make last month? Which service makes you the most money? Without real reporting, you're guessing. Our revenue dashboard answers these questions at a glance.
Chasing payments by text message or mailing paper invoices is costing you time and money. Our system lets you create and send professional invoices in under 2 minutes, with online payment links.
Double-bookings, forgotten jobs, and missed deadlines happen when your schedule lives in your head or a notes app. Our job calendar shows everything clearly.
Which jobs are active right now? Which are waiting on materials? Which are ready to invoice? Our pipeline view answers all of this without digging through texts and emails.
Every lead in one place with status tracking (New → Contacted → Quoted → Scheduled → Won/Lost), notes, and follow-up reminders. Never lose a lead again.
Create jobs with service type, start date, due date, assigned crew, job notes, and status. Move jobs through your pipeline from estimate to completion.
See all scheduled jobs on a calendar view. Spot conflicts, gaps in your schedule, and upcoming deadlines at a glance.
Create professional invoices with line items, quantities, and tax calculation. Send via email with a payment link and track payment status automatically.
Record payments by cash, check, or Stripe. Invoices automatically mark as paid when payment is recorded. Full payment history per client.
Monthly revenue chart showing your last 12 months. See totals, compare months, and understand your business seasonality.
For clients on monthly retainer, create recurring Stripe subscriptions and manage them from your dashboard. Automated invoicing every billing cycle.
Every form submission from your website feeds directly into your dashboard. No manual entry — leads arrive ready to action.
"Before this we were using QuickBooks, invoice generators, and different apps trying to keep up with everything. Now it's all in one place. Since launching we've already had 11 new leads and almost 200 people visit the site."
We'll review your site's Google rankings, page speed, schema, local SEO, and lead capture — then send you a written report with the top 5 things to fix. No charge. No sales pitch.