The numbers an owner reads, and what to do about them
Most dashboards tell you what happened. This one tells you what happened, where, and what the two or three things worth acting on this week are.
What the owner's view shows
Every figure comes from the records the work produced. Nothing here is typed in by hand or projected forward.
-
Customers and non customers
Real customers counted separately from leads, prospects and empty records, which is the difference between a real number and an inflated one.
-
Recurring revenue
Monthly recurring revenue computed from the actual charges on live agreements, per location and combined.
-
Work completed
Jobs completed in a period, per technician and per location, with the completed quantity rather than the scheduled quantity.
-
Distance travelled
Miles driven, computed from check in and check out positions on completed jobs, which is the number that tells you whether your routes are sane.
-
Collected and owed
Revenue collected in the period and the overdue balance with its age, side by side, because a good month that is uncollected is not a good month.
-
Trends, not snapshots
Compare a period against the one before it and see which figures moved, rather than reading a single number with no context.
An advisor that has read your numbers before it speaks
General business advice is free and everywhere. Advice that knows your overdue balance, your technician count and your recurring book is not.
The advisor takes a short brief about the business and then answers using the live figures the platform already holds. It does not guess at your customer count, and it does not offer advice that ignores whether you have the capacity to execute it.
Ask it where to focus this quarter and it will weigh what it knows: how much of your revenue is recurring, how much is sitting overdue, how the work is distributed across technicians, and which areas are producing. The answer comes back with specific priorities rather than a list of categories.
It runs on a model of your choosing, including one running on your own hardware, which is the arrangement that keeps your operating numbers inside your building.
-
Grounded in real figures
The live metrics are given to the advisor, so the plan is about your business rather than about business in general.
-
Prioritised
A short ordered list of what to do next, not a survey of everything that could be done.
-
Aggregates only
The advisor receives summary figures, not customer records. Nothing identifying a customer is put in front of a model.
-
Ask it on a schedule
Run it weekly or monthly and have the result delivered, so the review happens without anyone remembering to do it.
The reports the platform produces
Every one of these reads from the same records, so two reports never disagree with each other.
Why the honest number is usually the smaller one
Dashboards that are assembled from several systems tend to overstate. A lead record gets counted as a customer. A scheduled job gets counted as work done. A recurring charge gets projected twelve times because it looked like a subscription.
The figures here are deliberately conservative. A customer is a customer because the record says so. A job counts when it is completed and dated. Recurring revenue is what the agreements actually charge, divided by their actual frequency.
That has a consequence worth stating plainly. The first time an owner sees this dashboard, the numbers often look worse than what they were used to. They are not worse. They are the first ones that were real, and every decision made from them is made on ground that holds.
A number that looks good because of how it was counted is not a result. It is a delay.
Reporting by plan
| Free | Starter | Growth | Scale and above | |
|---|---|---|---|---|
| Basic dashboard | Yes | Yes | Yes | Yes |
| Per location splits | Not included | Yes | Yes | Yes |
| Recurring revenue reporting | Not included | Yes | Yes | Yes |
| Route and distance reporting | Not included | Not included | Yes | Yes |
| Attribution and commission reports | Not included | Basic | Yes | Yes |
| The advisor | Not included | Not included | Yes | Yes |
| Scheduled delivery of reports | Not included | Not included | Yes | Yes |
| Consolidated view across companies | Not included | Not included | Not included | Yes |
Questions people ask before signing up
Can I export the underlying data rather than just the report?
Yes. Every report has the records behind it available as structured data through the interface and over the API, so a figure can be traced to the rows that produced it rather than taken on trust.
How is distance calculated for a technician's day?
From the check in and check out positions recorded on completed jobs, which makes it a measurement of what happened rather than a route plan's estimate of what should have happened.
Can I see figures for one district only?
Yes, on the plans that include location splits. A manager scoped to one district sees that district, and an owner sees every district side by side or combined.
Does the advisor need internet access?
It needs a model, and that model can be hosted or local. Organisations that keep their operating numbers on their own hardware can run the advisor against a model on the same machine.
Can I schedule a report to be emailed?
Yes on the plans that include scheduled delivery. A weekly digest can go to the owner, the office manager and anyone else who needs it, without anyone logging in to produce it.
Start on the free plan
Twenty customers, one location, every core module, free permanently. Move up when the work outgrows it.