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Eight numbers. One screen. The truth.

Calls, texts, leads, booked jobs, review velocity, Google profile impressions, and ROI by source — all in one pane. Plus a weekly email brief so you don’t have to log in to know how the week went.

What it does

Plain-language breakdown.

Six things this service actually does — no jargon, no software-vendor bingo.

  • 01

    Eight headline numbers

    Calls in, texts in, leads, booked, estimated, won, reviews added, revenue attributed.

  • 02

    Source attribution

    Every booked job traced to its first-touch and last-touch source — keyword, ad, referral, organic.

  • 03

    Drill-down

    Click any number to see the underlying contacts, conversations, and jobs.

  • 04

    Daily / weekly / monthly views

    Toggle the time window. Compare against the same period last year.

  • 05

    ROI by channel

    Google Ads ROI, Facebook ROI, organic ROI — per dollar spent vs. revenue produced.

  • 06

    Weekly email brief

    Every Wednesday morning, the four numbers that tell you if the week paid for itself.

Real use cases

Before and after.

The exact scenarios operators describe to us on the demo call — and what changes once the system is running.

Scenario
Roofing · ad spend audit
Before

Spending $14k/mo across Google + Facebook. No idea which platform is driving real jobs vs. tire-kickers.

After

Dashboard shows Google = $4.20 per booked job, Facebook = $89 per booked job. Cuts Facebook spend, doubles Google.

Scenario
HVAC · seasonal forecasting
Before

Owner has a gut feeling that summer is busier. Can’t actually prove or quantify it for hiring decisions.

After

Year-over-year view shows June bookings up 41% vs. February. Plans hiring 6 weeks ahead based on data, not vibes.

Scenario
Plumbing · technician productivity
Before

Estimator pay structure based on closed deals. Tracking is on a spreadsheet that gets out of date.

After

Per-rep dashboard view shows close rate, avg ticket, response time. Pay calc takes 2 minutes vs. 2 hours.

When it fires

How it actually triggers.

  • 01Any event in the systemDashboard updates in real-time
  • 02Wednesday 7 AMWeekly brief email sent to designated operators
  • 03Month-endMonthly performance report generated and emailed
  • 04KPI threshold crossedOptional alert (e.g. ‘response time over 5 min’)
Plugs into

Tools we connect.

  • Google Ads
  • Meta Ads
  • TikTok Ads
  • Google Local Services Ads
  • Google Analytics
  • Google Search Console
  • Stripe
  • QuickBooks
  • ServiceTitan
  • JobNimbus
  • AccuLynx
  • Housecall Pro
See full integration catalog →
Service-specific FAQ

Questions operators ask first.

  • 01

    Is the data real-time or batched?

    Real-time for the operational metrics (calls, texts, bookings) and refreshed every 15 minutes for ad-spend / external sources.

  • 02

    Can we export the data?

    Yes — CSV export on every report, plus full API access if you want to pipe data into your own BI tool.

  • 03

    Who on my team should see this?

    Owner sees everything. Office manager gets a filtered view (no revenue / margin). Estimators see their own rep dashboard. Configurable per role.

See unified dashboard running in your shop.

Book a demo →