The Owner Dashboard

The dashboard opens on one screen. No menus to learn, no report builder, no filters you have to remember how to set.

At the top you get the current week: jobs completed, jobs still open, revenue booked, and cash collected. Below that you get the month against the same month last year, once we have a year of your data in it. Below that you get the job list, most recent first, each line showing the customer, the job type, the revenue, the labor hours, the material cost, and the margin in dollars and as a percent.

You can click any line and see the detail behind it. The numbers are only as good as the job records these numbers come from. Which tech worked it, how many hours were logged, what parts were used, what was quoted against what was billed, and whether the invoice has been paid.

It is built to be readable on a phone in a truck cab at 6:30 in the morning, because that is when most owners look at it.

Revenue is not cash. Plenty of shops have their best-ever month on paper and cannot make payroll three weeks later.

The dashboard splits the two. Money in is what has actually landed in your account. Money owed is what has been invoiced and not paid, aged into buckets so you can see the difference between an invoice that went out on Tuesday and one that has been sitting since March.

You also get a third number that most tools miss: work completed and not yet invoiced. That is money sitting in the field. It is the most common leak in a small service business, and it does not show up in accounting software because the invoice does not exist yet. When a tech closes a job and the paperwork stalls, that job appears on the dashboard in a column you cannot ignore.

Revenue by month tells you the season changed. It does not tell you anything you can act on.

We group your jobs into the categories that match how you actually sell. A residential HVAC shop might get maintenance agreements, diagnostic calls, repairs, and full system replacements. A cleaning company might get recurring commercial routes, one-time deep cleans, and post-construction work. A pest control operator might get initial treatments, quarterly service, and one-off exclusion work.

For each category you see average ticket, average labor hours, average material cost, and gross margin. Then you see how that has moved over the last six months.

That is the number that changes decisions. Two job types can produce the same revenue and one of them can be quietly paying for the other.

Once the categories are in place, the dashboard answers the questions owners argue about in the truck.

Does the emergency call actually make money after you account for the drive and the overtime. Do your maintenance agreements carry their weight, or are they a loss leader you have never priced back up. Is the big commercial account with the long payment terms worth the truck time. Does one tech close short and another close long on the same job type, and by how much.

We also show you where quotes and invoices diverge. If you quote a job type at four hours and it consistently bills at six, that gap is on the screen every week until you fix the estimate or fix the process. Most shops find at least one job type they have been underpricing for years.

If you want to check your labor number before you look at any of this, run the loaded labor rate calculator first. Job costing is only as good as the hourly cost you feed it.

This is the part people expect to be painful. It is not, because we do it.

We start with whatever you have. QuickBooks. A scheduling app. A shared spreadsheet. A folder of invoices. A whiteboard photographed every Friday. Most small shops have some mix of all of those, and that is normal.

We map your sources, pull the history we can pull, and set up the ongoing flow so the dashboard stays current without anyone doing double entry. Where a source cannot be connected automatically, we build the simplest possible entry point, usually a single form your office person fills in once per job rather than a system they have to maintain.

If your records are mostly spreadsheets and they are a mess, start with Spreadsheet Rescue. We clean and structure what you have, and that fee credits toward a build.

Setup takes about two to three weeks from the day we get access. You do not install anything.

The Owner Dashboard is a good fit if you are running one to fifty people, you already have a way to schedule and invoice that basically works, and your real problem is that you cannot see the numbers.

It suits owners who are about to hire, about to buy a truck, or about to raise prices and want evidence before they do. It suits shops with two or more distinct service lines that have never been costed separately. It suits anyone who has been told to "just run a report" by software that has forty reports and no answers.

It is not the right module if your scheduling is the bottleneck, if jobs are getting missed, or if your techs have no consistent way to close out work. In that case the data going in will not be reliable, and you want a full North Star build instead.

The build fee and the flat monthly are shown above, and on pricing. That is a flat monthly price, not a per-user price, so adding an office manager or a second person who needs visibility does not change your bill.

The monthly covers hosting, support, changes to your categories as your business changes, and the ongoing data flow. If you decide later that you want the full system, the build fee credits toward your North Star build. You are not paying twice for the same work.

The other standalone module is the Customer Portal, which handles the client-facing side. Both credit toward a full build.

Take the free audit. Answer some questions about how your shop runs today, and we will send back a written read on where your money is leaking and whether the Owner Dashboard is the right piece to start with. No call required.

If it is a fit, we build it. If a full system would serve you better, we will say so.