Dashboards & reporting
You can't improve what you can't see. We build one clean dashboard that shows what the business actually did this week — bookings, leads, reviews, revenue — plus the hours your systems saved you.
Everything set up, installed, and managed.
One screen that shows what the business actually did this week — bookings, leads, reviews, revenue — without a spreadsheet marathon.
Reporting Dashboard — $1,999 setup + $199/moSee full pricing
- Live business dashboard
- Bookings & lead tracking
- Review & reputation tracking
- Monthly reporting
- Hours-saved reporting
A clear path from problem to system.
We move fast, install inside your existing tools, and report on the results — no long discovery decks.
- 01
Discovery & audit
We map how your business actually runs and find the highest-leverage fix — the one task quietly costing you the most.
- 02
Build & install
We configure everything inside your existing tools where we can. No rip-and-replace, no months of disruption.
- 03
Train & hand off
Your team gets a plain-English walkthrough, short docs, and a number to call. No one is left guessing.
- 04
Measure & expand
We report on hours saved and leads captured, then tackle the next system worth automating.
See it in a complete system.
Every service slots into a productized Industry System — fully managed for one fixed monthly price.
Plumbing Growth System
Stop losing four-figure emergency jobs to a missed call.
HVAC Lead Capture System
Turn seasonal demand and one-time installs into year-round revenue.
Electrician Growth System
Never lose an urgent call-out or a cold estimate again.
Browse all industry systems or find your industry playbook.
Explore the rest of the toolkit.
Websites & digital presence
A fast, modern site that does more than look good — it turns visitors into booked work and replaces a Facebook-only presence.
AI assistants & chatbots
Assistants that answer common questions, qualify leads, and route bookings — so customers get a reply in seconds, any hour.
Automation & workflows
Small systems that capture leads and follow up the moment a call is missed or a form comes in — without anyone remembering to.
CRM & lead systems
One place where every lead lands, gets followed up, and never falls through the cracks between texts, DMs, and sticky notes.
AI training & managed support
We train your team on the tools that matter and keep every system running, monitored, and improving month over month.
AI training & coaching
Friendly, plain-English AI training for any skill level — for your business, your job, or just for yourself. We teach the parts that actually help you.
Dashboards & reporting — questions, answered
How much does dashboards & reporting cost?
Do you work with my existing tools?
Is there a long-term contract?
Who is this for?
Ready to set up dashboards & reporting?
Book a 20-minute call and we'll map the highest-leverage version for your business — or build a package to see your exact CAD pricing.