Frequently asked questions
How connecting works, what we pull, plans, and how your data is kept safe.
What is this?
An operations auditing and reporting layer for home-service businesses. We connect to the software you already use, pull your operational data, and turn it into clear dashboards, weekly audits, and KPI scoring so you can see what's working and what's leaking.
Which platforms do you connect to?
Field service software (FieldRoutes and more), CRMs (GoHighLevel, HubSpot, Pipedrive), phone and call-tracking (RingCentral, CallRail), and fleet (Samsara). The Integrations page shows exactly what we pull from each, and marks which are live today versus still in testing. If yours is not listed, tell us and we will look at what its API allows.
How does syncing work? Is it safe?
We connect with encrypted API keys, never your password, and we only ever read your data. Your software stays the source of truth: we never write back or change anything. Credentials are encrypted at rest (AES-256-GCM).
When I first connect, do I get historical data?
Yes. After you connect an integration there's a one-time 'Pull last 30 days' button so your dashboard isn't empty on day one. After that, syncs keep your data current on a schedule.
Can I connect more than one office or platform?
Yes. After your first connection you'll be prompted to add another, so multi-office and multi-platform operators can wire everything up in one sitting and have all service types sync together.
What are the plans?
There's a free dashboard tier and a paid Enterprise Auditing tier that unlocks the AI-powered weekly audit, full history and depth (churn, sales-by-rep, data explorer), SOP upload, and scheduled report delivery.
What does the SOP upload do?
On the paid tier you can upload your standard operating procedures (PDF, Word, Excel, or text). The AI reads them, proposes KPI targets, and flags any tools your SOPs mention that you haven't connected yet. You review and approve before anything is applied.
How do KPIs and targets work?
You set weekly targets (stops, revenue, on-time rate) on the KPIs & Targets tab, or let the SOP upload suggest them. Your live data is then scored against those targets so you get a single read on how the operation is tracking.
Do you store my customers' data?
We cache the operational data needed to power your dashboards and reports, scoped to your organization. We don't sell data, and access is isolated per account.
How do I get help?
Use the contact link in the footer to reach support. Onboarding a platform we don't yet support natively is handled hands-on for your first import.