1 dashboard for every job, budget and invoice
The numbers that run your company live in 4 different apps: hours in the timesheet app, budgets in a spreadsheet, invoices in accounting, pipeline in the CRM. When the owner asks how a job is doing, someone spends an afternoon pulling reports together, and by then the answer is a week old.
Sound familiar?
- Project managers find out a job ran over budget after it already did.
- Month-end reporting takes a day of copying and pasting.
- Nobody trusts the spreadsheet, because nobody knows who last changed it.
- You open 3 apps on your phone to answer 1 question.
What it looks like after
1 dashboard pulls hours, budget, billing and pipeline together for every job. It updates on its own and works in a browser and on your phone. The project manager gets a heads-up when a job hits a budget line you set, like 80%, while there is still time to do something about it.
How it works
Pick the numbers that matter
Not 50 charts. The handful of numbers you check every week, plus the ones you wish you could see.
Connect the sources
The dashboard reads from the apps you already use. Nobody types numbers into it.
Build it for the people who use it
The owner, the project managers and the office each get the view they need, on the device they carry.
Add alerts
Instead of you checking the dashboard, it tells you when something crosses a line you set.
Your apps. Typical sources are your accounting software (QuickBooks Online, Xero or Sage), your timesheets, your project management tool (Procore, Buildertrend or a spreadsheet) and your CRM.
Questions people ask
- Why not just use the reports inside my accounting software?
- For accounting numbers alone, those reports may be enough. A dashboard earns its place when the answer needs data from more than 1 app, like hours against budget against billing.
- Do I need a data warehouse?
- Not to start. Most growing companies do fine with a dashboard that reads straight from their apps. If that changes as you grow, the dashboard can change with it.
- Who can see what?
- You decide. The owner can see everything, while each project manager sees their own jobs.
Free lessons on this
Other problems I fix
- Connect your CRM to your accounting software
Enter each customer and job once, and let the apps share it.
- Stop typing vendor invoices into accounting
AI reads each PDF invoice and drafts the bill for a person to approve.
- Stop chasing subcontractor certificates and lien waivers
An AI employee keeps certificates and waivers current, and flags what is missing.