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).
What do you keep about my customers?
Their names from your field software, and no other personal details: a first and last name, or a business name, so you can see who each job or callback was for. We never keep their email addresses, phone numbers, mailing addresses or card details. Names stay inside your own account. They are never sent to our AI and never shown on a wall display. They are never in emailed reports, PDFs or exports. Contacts from a CRM like HubSpot are kept without names.
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 are two plans: One System, which covers a single connected system and every report except the AI Weekly Audit, and Unlimited, which covers every system you run and adds the AI Weekly Audit and the Data Explorer. The plan you are on is shown on the Billing page in your dashboard. To ask about plans before you sign up, send us a message from our support page at /support.
What does the SOP upload do?
On either plan 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 (jobs or stops, revenue, completion rate) on the KPIs & Targets tab, or let the SOP upload suggest them. Your synced 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?
Send us a message from our support page at /support. If you pick a system we don't connect yet when you sign up, it files a request for a person on our team, and nothing is charged.