Reports and dashboards
Weekly answers to how the business is doing, pulled from all your systems into one place.
See it handle a real job.
What it does
- Pulls numbers from your CRM, booking, accounting and phone systems
- Writes a plain-English weekly summary of what changed
- Answers questions like 'how many jobs did we book last month?'
How it works
It connects to the tools you already use, builds a simple dashboard, and sends a short summary each week. You can ask it follow-up questions in plain words.
When it makes sense
Your numbers live in five systems and nobody has time to put them together.
Weekly summary sent Monday 7:00 am with bookings, missed calls, overdue invoices and new reviews
CustomerWhich finished jobs still don't have an invoice?
Pulled finished jobs from ServiceTitan and invoices from QuickBooks
Pinn agentFive finished jobs don't have an invoice yet. The list is on your dashboard with the tech and date for each.
CustomerWhy did missed calls go up last week?
Pinn agentMost came in Tuesday afternoon. That's from your phone system's call log. It doesn't show why, so you may want to check who was on the phones.
Pinn agentI can add a chart of missed calls by hour to the dashboard if that helps.
What you get.
- Connections to your CRM, booking, accounting and phone systems
- A simple dashboard with the numbers you check most
- A short weekly summary in plain English
- Answers to follow-up questions asked in plain words
- A note on every number showing which system it came from
How we set it up.
- 1
Pick the numbers
On the plan review call we agree which questions you want answered each week.
- 2
Connect your systems
We connect the tools that hold those numbers, with read-only access wherever we can.
- 3
Check the numbers with you
We compare the dashboard with what your systems show, and fix anything that doesn't match.
- 4
Send the first summaries
Weekly summaries start once you're happy with the dashboard. We adjust them as your questions change.
What it connects to.
Your CRM, booking or field-service tool, accounting, phone system and spreadsheets. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
Teams that use it.
What we measure.
- Summaries sent, and who opens them
- Questions asked, and any it couldn't answer
- Numbers that didn't match between systems, and how we fixed them
- New charts and questions your team asked for
Questions about reports and dashboards.
Do we need a data person?
No. We set it up and maintain it. You read the summary and ask questions in plain words.
What if two systems show different numbers?
It tells you where they disagree and which system each number came from. We help you find the cause.
Can it change anything in our systems?
No. Reports read your data. We use read-only access wherever your tools allow it.
Who can see the dashboard?
Only the people you choose. Each person sees only what they already have access to.