Your Business Dashboard
For growing home service businesses

Your job software tells you what's scheduled. We show you what's slipping.

Missed calls nobody returned. Big quotes nobody followed up. Return trips nobody priced. Plumbing, electrical, HVAC, remodeling, mold, insulation or any trade: Your Business Dashboard puts every call, estimate, ad, review and dollar of profit on one owner screen, graded and explained in plain English.

Take the guided tour with Teri (about 15 min) Explore the sample yourself
Can’t play sound? Try the Quick look (silent, about 7 min). The sample is a fictional home service company. No signup, no email required.

Monday, 7:02 a.m.

Summit sample
5
missed calls never returned, last 7 days
$168,400
in estimates with no follow-up for 7+ days
186
calls recorded and graded, last 7 days
12.0%
net profit, last 30 days

Fictional sample figures. Your dashboard uses your own connected data.

Where home service money leaks

Most lost revenue never shows up as a loss. It just never shows up.

A busy shop rarely loses money in one big mistake. It loses it in three quiet places, every week.

At the phone

The call that rang out at 4:55

A homeowner with water on the basement floor calls, gets voicemail, and calls the next company on the list. Nobody notices, because there is no job to notice.

We list every missed call that was never returned, with what the caller needed.

In the sales pipeline

The quote that went cold

A $20,000 remodel or replacement quote gets one follow-up and then sits. The homeowner signs with whoever called back.

We flag every estimate with no call or email in 7 days, and who owns it.

In the field

The callback nobody priced

Return trips, low billable hours and trucks short on parts eat margin without ever appearing on an invoice.

We show profit by job type, and revenue and callbacks by technician, side by side.

What you see

Seven screens an owner actually uses

Everything else is there when you want it. These are the ones you will open every morning.

Every call recorded, graded and coached

Each call gets a written summary, a 30-point grade and a coaching note. You see who books the work, who lets it walk, and exactly what to say differently.

  • Every call graded on 6 skills: greeting, gathering information, finding the real problem, offering the solution, staying calm with no pressure, and confirming the next step
  • Where every call came from, and how many were first-time callers
  • Instant alerts when a caller says "gas smell," "flooding" or "sparking," or sounds upset
  • Missed calls that were never returned, with caller need and estimated job value
  • CSR (customer service rep) and estimator rankings over any period
  • Real call moments: the booked no-hot-water call and the panel upgrade call that never asked for the appointment

Call grading uses a call tracking service such as CallRail, which records and transcribes each call. Job software is built to run your schedule and invoices, not to analyze calls, so we set up call tracking with you during onboarding.

Estimates going cold

Reads your job software's pipeline and flags every quote with no follow-up, sorted by dollars at stake.

Growth and the weeks ahead

Service plan renewals and overdue maintenance, your next big jobs from repair history, upgrade leads from each tech, and booked capacity with freeze, heat and storm alerts.

Reviews and reputation

New Google and Yelp reviews, star average, unanswered reviews, and which workers customers name.

Profit you can trust

Revenue, expenses and net profit for 30 days by job type, revenue by technician, plus unpaid invoices by age and financing close rates.

Ask anything, get an answer now

Type a question in plain English. Get an answer in seconds from your own numbers, without waiting on a support chat.

Team, trucks and parts

Jobs, billable hours, first-trip fix rate and callbacks per tech. Truck service dates, parts at reorder point, and expiring warranties.

What-if profit plannerText and email alertsNightly summarySocial posts and photo libraryWebsite and Google Business ProfileGoogle Ads and Nextdoor adsAI search visibilityReferral partner outreachTeam logins with money hidden by role
Connects the tools you already use

All your data, from all your tools, in one place.

We connect the systems you already pay for and gather their numbers into one screen, so you have full access to your own data quickly and easily, without logging in to six different apps.

QuickBooks OnlineJobberHousecall ProCallRailInstantlyGoogle AdsGoogle Business ProfileGoogle AnalyticsGoogle Search ConsoleFacebookInstagramYelpNextdoorNational Weather Service

Facebook and Instagram posting runs through Buffer. We connect only the tools you use, and tell you up front if one isn't available.

Once they're connected, you get answers no single app can give you:

  • Which ads produced money we actually collected?Google Ads + CallRail + your job software
  • Which big estimates has nobody touched?Your job software + CallRail call log
  • Whose phone habits are costing us bookings?CallRail recordings, graded
  • Is revenue growing while profit shrinks?Your job software + QuickBooks Online
  • What should I deal with first this week?All of it, ranked by dollars
Works with your job software

Keep Jobber or Housecall Pro. We read it and tell you what it means.

Your Business Dashboard connects to your job software through its official API (application programming interface: the approved connection that lets tools read customers, leads, jobs, estimates and invoices), with read-only access. Nothing in your job software changes.

During setup we confirm your account's access and turn on each data stream one at a time. If a piece of data is not available through your plan, we tell you before you pay for it.

What you seeWhere it comes from
Jobs, customers, revenue by job typeJobber or Housecall Pro Read-only
Estimates and follow-up gapsJobber or Housecall Pro Read-only
New leads as they arriveJob software webhooks (instant notices) Read-only
Expenses and net profitQuickBooks Online Read-only
Missed-call text-backCallRail's automatic text to every missed caller, from your own number Included in CallRail
Call recordings, summaries, grades and coachingCallRail call tracking, which records and transcribes every call so each one can be summarized and graded. Call tracking add-on
Reviews and map listingGoogle Business Profile and Yelp Read-only
Website visits and calls from the siteGoogle Analytics and Search Console Read-only
Ad spend and the jobs it producedGoogle Ads, plus tracking numbers for Nextdoor, mailers and trucks Read-only

Housecall Pro opens its API on the MAX plan. QuickBooks access is set up with whoever handles your books.

Tired of waiting on support chat?

Ask your business a question. Get the answer before your coffee cools.

No ticket, no queue, no "someone will get back to you." The Ask box answers from your own connected numbers. Try it with the sample company.

Answer

Pick a question above.

Independent by design

We report. You decide.

Your records stay untouched

We never change a job, an invoice, a campaign or your books. The only things that go out are the ones you turn on: missed-call texts and social posts you approve.

Nothing to sell you

We do not run ads or take a cut of anything. Our only job is telling you the truth about your business.

Your data stays yours

Never sold, never shared beyond the services you turn on. Team logins see only what you allow.

What it does

18 highlights you've never had in one place

Everything below is included in the one plan. See all 43 features

  1. Every call graded and coached

    Each call is summarized and scored on 6 skills: greeting, gathering information, finding the real problem, offering the solution, staying calm with no pressure, and confirming the next step. Weak calls come with the exact words to use next time.

  2. Missed calls texted back in seconds

    Every missed caller gets an automatic text from your number within a minute. You see who was texted, who replied, and who still needs a call, with the job value at stake.

  3. Instant alerts on the calls that matter

    A text the moment a caller says "gas smell," "flooding," "sparking" or "no heat," or sounds upset, before it turns into a lost job or a bad review.

  4. Estimates going cold, ranked by dollars

    Every quote with no activity in 7+ days, biggest first, with who owns it.

  5. Proof of follow-up

    See who actually called the customer back, and how follow-up changes close rates by salesperson.

  6. Who books the work

    30-day rankings for call takers and estimators: booking rate, close rate and dollars sold.

  7. Where every call comes from

    Google listing, website, Google Ads, Nextdoor, trucks, mailers or repeat customers, with how many callers are brand new.

  8. Real net profit

    Revenue, expenses and net profit by job type, revenue by technician, plus unpaid invoices by age.

  9. Ask anything, get an answer in seconds

    "Who sold the most this month?" "Who owes us money?" Plain English, answered from your own numbers, no support queue.

  10. Social posts written for you

    Snap a job photo. AI drafts the caption in your company's voice. You edit or approve with one tap.

  11. Posting on autopilot

    Approved posts go out on schedule to Facebook, Instagram and your Google Business Profile, week after week, without anyone remembering to post.

  12. A photo library your crew fills

    Before-and-after, job site and crew photos land in one library. Drag a better photo onto any queued post and it keeps its time, channel and caption.

  13. Service plans under control

    Members, renewals due, cancellations and overdue maintenance visits, so your steadiest income never quietly shrinks.

  14. Your next big jobs

    Customers spending the most to keep something old running, a water heater, a furnace, an old panel, ranked by repair spend.

  15. Technicians who sell

    Upgrade and replacement leads turned in by each tech, what closed, and each tech's first-trip fix rate.

  16. Slow weeks and storms, seen early

    Booked capacity for the next 4 weeks, plus freeze, heat-wave and storm alerts tied to your own call history.

  17. Reviews and reputation

    New Google and Yelp reviews, unanswered ones flagged, and which workers customers name.

  18. Monday morning, already sorted

    A to-do list ranked by dollars at stake, a nightly summary text or email, and team logins that hide money from anyone who doesn't need it.

Pricing

One plan. Everything included. Month to month.

All 43 features

Your Business Dashboard

$490 / month

Month to month. No contract. Cancel any time.

$750 setup, fully refundable. We connect and verify every source with you. If you're not happy within the first 30 days, we refund the setup fee in full.

  • Calls graded and coached, missed-call text-back and instant alerts
  • Estimates, jobs, service plans and big-job leads from Jobber or Housecall Pro
  • Profit, unpaid invoices and technician results from QuickBooks Online
  • Social posts written, scheduled and posted automatically
  • Google Ads and lead sources matched to paid jobs, AI search visibility
  • Google and Yelp reviews, capacity and weather alerts
  • Ask box, nightly summary and team logins

Call recording and transcripts run through CallRail, and automatic posting through Buffer. Each bills you directly for its own service. We'll help you pick the right plan for your call volume.

Talk to Richard
Built by a contractor

I built this for my own company first.

I'm Richard Jones. I've run a Colorado service company for more than fifteen years, and I built this dashboard to see what my own phones, sales team and books were really doing. It changed how I run the business. Now I build it for other contractors.

Call or email me. I'll walk you through the sample, ask what tools you use, and tell you straight what we can connect.

Call or text Richard
(720) 390-9931
Email
richard@yourbusinessdashboard.com

We reply personally, usually the same business day.

43 things your business has never had in one place

For plumbers, electricians, HVAC, handymen, general contractors, remodelers, roofers, mold remediation, insulation and every trade that runs on phone calls and trucks. Nothing changes for your crew, and we never change a job, an invoice or your books.

Phones and calls

1

Every call graded and coached

Each call is transcribed, summarized and scored on six skills: greeting, gathering information, finding the real problem, offering the solution, staying calm with no pressure, and confirming the next step. Weak calls come with the exact words to use next time.

Why it matters: One fumbled call can be a $9,000 remediation, a $4,000 panel upgrade or a $30,000 remodel. Coaching from your own calls fixes the habit in days.

2

A private "My Calls" page for each salesperson

Every person who answers the phone sees their own graded calls, day by day, and nobody else’s.

Why it matters: People improve fastest when they can hear their own calls and see their own scores.

3

Daily call review by email

Each evening, a plain-English review of the day’s calls: what went well, what was missed, and what to say tomorrow.

Why it matters: Coaching happens every day without the owner listening to a single recording.

4

Missed calls texted back in seconds

Every missed caller gets an automatic text from your number within a minute. You see who was texted, who replied, and who still needs a call.

Why it matters: A homeowner with a burst pipe or a dead outlet calls the next company in minutes. A fast text keeps the job yours.

5

Speed to lead

How fast new calls, texts and web forms get a response, and how that speed changes your close rate.

Why it matters: The first company to respond usually wins the job.

6

Urgent and upset callers flagged

Calls that mention emergencies like "flooding," "sparking," "gas smell" or "no water," or where the caller sounds upset, rise to the top.

Why it matters: Emergencies and unhappy customers are where reputations are made or lost.

7

Every caller by name, and whether they became a paid job

Each lead is matched to the paid job it turned into, if any, by phone number.

Why it matters: You see exactly which calls turned into money and which slipped away.

8

Calls, texts and web forms over time

Contact volume by day, week or month, a rate-of-change chart, and your busiest day of the week.

Why it matters: Staff the phones for the days the phones actually ring.

Sales and follow-up

9

Estimates going cold, ranked by dollars

Every quote with no change in 7+ days, biggest first, with who owns it.

Why it matters: Most lost jobs are not lost to price. They are lost to silence.

10

Proof of follow-up

See whether anyone actually called the customer back after the estimate, and how follow-up changes close rates by salesperson.

Why it matters: Same leads, same prices: the person who follows up closes more.

11

Who books the work

30-day rankings for call takers and salespeople: booking rate, close rate and dollars sold.

Why it matters: Coach the people who need it and reward the ones who earn it.

12

Return trips and callbacks, reviewed

Two jobs at the same address close together are flagged as a possible callback. You rule on each one: callback, new work, or dismiss.

Why it matters: Return trips cost truck time and goodwill. Patterns show where training or truck stock is missing.

13

Crew productivity

Jobs led, hours, revenue and revenue per hour for each field worker, over 7, 30 or 90 days or a full year.

Why it matters: Know who drives revenue in the field, with numbers instead of hunches.

Advertising and marketing

14

Ads Proof: which paid jobs came from your ads

Paid jobs matched by phone number to the ad that produced them, as the last contact or anywhere in the customer’s history. Jobs that can’t be matched are shown as unmatched, never guessed.

Why it matters: Stop guessing whether your ad money comes back. See it, job by job.

15

Google Ads, in plain English

Spend, clicks, calls, cost per lead, keywords, the actual search terms people typed, and wasted spend to block.

Why it matters: Most small advertisers pay for searches that never could have become a job.

16

Real-time ad click alerts

A push notification on your phone the moment someone clicks your ad, hours before Google’s own reports show it.

Why it matters: You know the phone is about to ring, and whether today’s ads are working.

17

Nextdoor adsNEW

Your Nextdoor neighborhood ads get their own tracking number, so you see the calls they bring, which became paid jobs, and what each one cost.

Why it matters: Neighbors trust neighbors. Now you can prove whether Nextdoor pays.

18

Where every lead comes from

Each tracked source (Google Ads, Maps listing, website, Nextdoor, trucks, yard signs, mailers, referrals, repeat customers) expands to its calls, answered or missed, which became paid jobs, and likely spam.

Why it matters: You stop paying for marketing that does not ring the phone.

19

Website visitors and page speed

Visitors, landing pages, engagement and conversion from Google Analytics, plus a mobile speed check of your landing page.

Why it matters: A slow mobile page quietly throws away the clicks you paid for.

20

Google search and Maps listing

How people find you in free Google search, plus your Google Business Profile calls, direction requests and views.

Why it matters: Free leads are the most profitable leads you get.

21

AI search visibility

We ask ChatGPT, Claude, Gemini and Grok who the best company in your trade is in each city you serve, and show whether you are named and where.

Why it matters: More homeowners now ask an AI instead of searching. You need to be the answer.

22

Referral partner outreach results

Email campaigns to realtors, property managers, builders and insurance agents, with every reply matched to the paid jobs it became.

Why it matters: Partner referrals are steady work. Now you see which outreach actually pays.

Social media

23

Social posts written for you

Snap a job photo. AI drafts the caption in your company’s voice. You edit or approve with one tap.

Why it matters: Steady posting builds trust before a homeowner ever calls.

24

Posting on autopilot

Approved posts go out on schedule to Facebook, Instagram and your Google Business Profile, week after week.

Why it matters: Consistency wins on social media, and nobody has to remember to post.

25

A photo library your crew fills

Before-and-after, job site and crew photos land in one library. Drag a better photo onto any queued post and it keeps its time, channel and caption.

Why it matters: Your best work becomes your best advertising.

Money

26

The President’s View

One screen from ad spend, to leads, to jobs won, to revenue, to company profit.

Why it matters: The whole business on one page, with every link between the numbers real, not guessed.

27

Real net profit

Your Profit and Loss from QuickBooks Online, with the transactions behind every category, by job type, with revenue per technician and a one-year view.

Why it matters: Revenue is vanity; net profit is what you keep.

28

Insurance and vehicle costs, spotlighted

Every insurance bill and every truck, fuel and vehicle cost, grouped, with a monthly average.

Why it matters: For most contractors these are the two costs that creep up fastest.

29

Unpaid invoices by age

Who owes you, how much, and for how long.

Why it matters: Money you have earned but not collected is the cheapest money to get.

30

What-If planner

See the effect on monthly profit before you decide: raise prices, add a truck and crew, hire a dispatcher, offer financing, add a service line, open a second location, spend more on ads, give a raise, or cut a cost.

Why it matters: Big decisions, run through your own numbers first.

31

Jobs map

Every paid job on a map, so you see where your work and your best customers are.

Why it matters: Aim your ads, mailers and door hangers where the money already is.

Growth and the weeks ahead

32

Business Pulse

The last 90 days against the prior 90 days and the same 90 days last year, for calls, leads, jobs, revenue, average job and close rate. Anything down against both is flagged.

Why it matters: Spot a slide early, before it shows up in the bank account.

33

Health gauges

One colored gauge per area of the business, red to green, with a score under each needle.

Why it matters: Ten seconds tells you where to look today.

34

Repeat work coming due

Customers whose annual service, inspection or maintenance was about a year ago, with nothing booked since.

Why it matters: Repeat customers are your cheapest jobs. Calling them fills slow weeks.

35

Your next big jobs

Customers spending the most on repairs to keep something old running, ranked by repair spend.

Why it matters: Those customers are your warmest replacement and upgrade leads.

36

Slow weeks and weather, seen early

Booked capacity for the next 4 weeks, plus freeze, heat-wave and storm alerts from the National Weather Service.

Why it matters: Fill an empty week while there is still time, and staff up before the freeze bursts pipes or the storm floods basements.

Reputation

37

Reviews from Google and Yelp

New reviews, your rating over the year, unanswered reviews flagged, and which workers customers mention by name.

Why it matters: Future customers read the unhappy reviews first.

Your day as the owner

38

Ask anything, get an answer in seconds

"Who sold the most this month?" "Who owes us money?" Plain English, answered from your own numbers, on every page.

Why it matters: No report building, no waiting.

39

"Advise me"

One button reviews the whole business for the last 90 days and gives you a ranked list of the changes that would make the most money.

Why it matters: Like a business consultant who has read every number you have.

40

Weekly executive summary

What went well, what did not, and what to do about it, written in plain English from the week’s ads, website and calls.

Why it matters: Five minutes on Monday and you are caught up.

41

Monday morning, already sorted

A to-do list ranked by dollars at stake, and a nightly summary by email.

Why it matters: You start the week knowing exactly where to spend your time.

42

Team logins that protect the money

The owner, office manager and marketing helper each see only what they need. Customer names and money stay hidden from roles that do not need them.

Why it matters: Share the dashboard without sharing the books.

43

Who used what, and your private notes

A log of which team members use which pages, and a private notes page only the owner can see.

Why it matters: You know whether the team is actually using the tools you pay for.

$490 a month, month to month$750 setup, done for you, fully refundable if you are not happy within the first 30 days.
Take the guided tour with Teri (about 15 min)Talk to Richard