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.
Your ServiceTitan dispatch board, your QuickBooks P&L, and your Google Ads dashboard don't talk to each other — so seeing what's actually happening across every location, every tech, and every job category takes hours of spreadsheet work. By the time the numbers come together, they're already a week old. You're running a multi-million-dollar trade business on gut feel and stale reports.
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.
Pulled live from ServiceTitan, QuickBooks, Google Ads, and CallRail — sliced by location, by tech, and by job category. No spreadsheets. No more waiting on the office to "run the report."
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. Sprint C adds a full natural-language layer 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.
We start with a paid audit, prove value fast, then build and manage the system ongoing.
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 — fixed-price, fully operational.
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 pull from every system you already run on, centralize it, and turn it into Monday morning decisions.
All your data in one place — clean, structured, and automatically updated
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