Custom dashboards

See every lead, quote and job in one place.

Not another piece of software you have to learn. A board built around how your business already runs, on your phone, that the rest of our systems feed automatically.

Custom dashboards

The problem

Most small businesses run on a phone, a notebook, a few spreadsheets and memory. It works until it's busy, and then things fall through the cracks.

Off-the-shelf software is built for everyone, so it fits no one well, and it sits half set up.

What we build

  • One board for new requests, quotes, scheduled jobs and finished work.
  • Fed automatically by calls, texts, forms, quotes and reviews.
  • Works on your phone, and your team sees only what they need.
  • A one-page monthly report: what came in, what was answered, what closed, what's still open.
  • Works alongside what you already use where possible, like Google Sheets or your current job software.

How it works

01

Walk through your week

How a job moves from first call to paid, in your words.

02

Build the board

Only the stages and fields you actually use.

03

Connect the pieces

Calls, forms, quotes and reviews flow in on their own.

04

Report monthly

One page, every month, with the numbers that matter to you.

A good fit for

Owner-run businesses with 1-20 peopleTeams that live in their trucksOffices juggling spreadsheets

Your customer data is yours. If you ever leave, you get a full export.

Questions

Do I have to stop using my current software?

No. If it works for you, we connect to it. We only replace what's getting in the way.

Can my crew use it?

Yes, with their own logins and only the parts they need.

Works well with

Websites: A website that brings in work.
Websites

A website that brings in work.

Your real photos, your services and a quote form that reaches you. Fast on a phone, set up for local search, hosted and kept up for you.

How it works →
Google and AI search: Show up when they ask.
Google and AI search

Show up when they ask.

Customers don't only search Google anymore. They ask ChatGPT and Gemini who to call. We set up your listings, reviews and site so the answer is you.

How it works →
AI receptionist: Every call answered, even at 9pm.
AI receptionist

Every call answered, even at 9pm.

Nights, weekends and the hours you're on a job. It answers the usual questions, books the work, and texts you the details. It tells callers up front that it's an AI assistant.

How it works →

Not sure where to start?

Tell me what's costing you the most work. Fifteen minutes, no pitch deck.