Custom Builds & Integrations · Scoped, per project
Nobody is automating the work you do with your hands.
Running right now, for a client
An email every Monday morning telling him what he is about to run out of
His point-of-sale could tell him what was on the shelf today, but kept no record of what had been on it yesterday. What it did keep sat behind access the shop did not have, so counter sales were out of reach either way.
So we started writing down what was on every shelf, every night. Within two weeks the difference between last night and tonight showed what had moved, counter sales included.
Now a Monday email lands with what is running low, what is already out and still moving, how many days of stock are left on each one worst first, and what it is worth in dollars. He used to do it off a clipboard. It is an email, not a dashboard, because nobody logs into a dashboard.
Three questions we ask
You do not have to know what you need. These usually find it.
“What did you do last week that you will do again this week, the exact same way?”
Work that repeats
- The quote you write at night, when you already knew the price at noon
- The same twenty questions from customers, answered one at a time
- The follow-up that never goes out on quotes that went quiet
- Getting how you do something out of your head and onto paper
“What number would you want every Monday that you cannot get today?”
Questions you cannot answer
- Quotes sent against quotes won, and how long one takes to close
- What each kind of job actually earns once drive time counts
- Who has not been back in 90 days. That is a call list, not a report
- Finished work sitting unbilled right now
“Where does the same information get typed twice?”
Systems that do not talk
- Scheduling software into your accounting
- The register into the books
- A web form into whoever fills the order
- Any place a person is the bridge between two programs
What your business does
The number you cannot get depends on how you operate, not what trade you are in.
An HVAC shop and a plumbing shop have the same question. So do a pest-control route and a lawn-care route. Find the row that sounds like your week.
If you send crews to jobs
Revenue and hours per job type, first-time fix rate, callbacks by tech, drive time as a share of the day.
If you run a route
Renewals due, who quietly cancelled, route density, stops per hour by day of week.
If you hold stock
Days of cover, dead stock in dollars, what is out but still moving, what has not sold since spring.
If you book appointments
No-show rate by day and by source, rebooking rate, which staff member retains people.
If you quote custom work
Win rate by job size, which line items get negotiated away, how far bids drift from the final invoice.
If you sell food
Item-level margin after waste, day-part sales, what the specials actually did.
If you bill hourly
Unbilled time by person, realisation rate, which client eats the most unbilled hours.
If you carry receivables
Aging by customer, who always pays late, how much cash is parked in over-60.
If you buy materials
What a job costs in materials against what was bid, and which supplier drifted on price.
If you run a fleet
Cost per mile, which vehicle is quietly expensive, fuel against jobs completed.
If you take leads from several places
Which source produced revenue, not which produced calls. Almost nobody can answer this.
If you employ hourly staff
Overtime by week before it happens, labour as a share of revenue by day.
What is real and what is not
We will tell you if you are not ready.
The system above is running for a client today. Everything else on this page is the kind of work we do, not a customer story, and we say so on purpose.
And one thing worth knowing up front: you cannot see a trend in something nobody wrote down, and a lot of software only knows what is true today. If that is your situation we will say so before you spend anything, because the collecting has to start before any report has something to say.
On price: scoped, per project. Every build is different, so we do not post a number we would have to walk back. The fixed price lands in your Build Plan before you commit to anything, and you can take or leave it finding by finding.
Before you book
Questions owners actually ask.
What would you actually build for me?
It usually comes out of one of three questions. What did you do last week that you will do again this week the exact same way, which is the quote written at night or the same twenty phone questions. What number would you want every Monday that you cannot get today, which is your close rate, or what each kind of job really earns once drive time counts, or who has not been back in 90 days. And where does the same information get typed twice, which is almost always one person rekeying between two programs. You do not have to know which one you need. That is what the interview is for.
Can you just build me a dashboard?
Often the honest answer is not yet, and we would rather say so before you spend anything. You cannot see a trend in something nobody wrote down, and a lot of small-business software only knows what is true today. It will tell you what is on the shelf right now. It will not tell you what was on the shelf in March, so it cannot tell you what is growing and what is dying. When that is the situation, the first job is getting the capture running, and the report comes after it has run for a while. One more thing worth knowing: what we build is usually an email, not a dashboard, because nobody logs into a dashboard.