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Internal Tools & Dashboards

Uncover your data

We can help you discover key business data through custom built tools, dashboards, and analytics.

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Level up from:

Missing or inconvenient business data

To:

Carefully discovered insights that empower growth for your business

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Example tools and dashboards:

Operations

View today’s jobs, deadlines, and priorities in one dashboard

Operations

Track project status across all active clients

Operations

View reports and analytics for your company data

Operations

See workload by team member and reassign in seconds

Scheduling

Assign crews and routes with a simple calendar view

Operations

Centralize notes, files, and next steps for each project

Scheduling

Auto-generate daily schedules and send them to staff

Scheduling

Track job completion status in real time

Quotes and Estimates

Generate professional quotes from a guided form

Quotes and Estimates

Auto-calculate pricing, add-ons, taxes, and discounts

Quotes and Estimates

Turn approved quotes into jobs automatically

Quotes and Estimates

Track quote status: sent, viewed, approved, expired

Client Portals

Give clients a portal to view status, files, and invoices

Client Portals

Easily send for and collect client approvals

Client Portals

Share timelines and deliverables without email chains

Client Portals

Securely upload/download documents in one place

Reporting

View weekly/monthly performance trends

Reporting

Track team performance and capacity

Reporting

View KPIs at a glance (sales, jobs, revenue, margins)

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1
Discovery

We identify the workflow, tools involved, and what “done” looks like.

2
Plan & Scope

We determine the recommended approach, timeline, and estimate.

3
Design & Build

Design and implement your software and dashboards, and connect your tools.

4
Quality Assurance

We test edge cases, add error handling, fallbacks, and notifications.

5
Launch

We roll it out, document it, and make sure your team is confident using it.

6
Improve

Once it’s running, we refine based on real usage (this is where the magic lives).

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LLMs, Open AI, Google Maps and Services, What's App or other messaging platforms, most CRMs, email platforms, forms, spreadsheets, accounting tools, and automation platforms to name a few. Basically, If it has an API, there’s usually a path for integration.

Yes. We offer continuous support for monitoring, updates, and iterative improvements.

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Ready to improve your efficiencies? Reach out today!

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