From zero to your first report,
before lunch.
Five short steps. Most are auto-detected with AI. You’re mostly confirming. No SQL, no dashboards, no analyst required.
01
~30 seconds
Connect your FSM
Sign in to FieldRoutes, ServiceTitan, Jobber, Housecall Pro, or any of the platforms we support. We use encrypted API keys, never passwords.
How:We pull jobs, customers, technicians, and revenue data hourly. Your FSM stays your source of truth. We never write back.
02
~1 minute
Map your services
AI auto-recognizes your service types and shows you confidence levels for each match.
How:Tweak categories, add custom ones, or hide built-ins you don't use. The mapping drives everything downstream.
03
~2 minutes
Import your team
We pull every active staff member from your FSM. Pick who should get reports, define roles, and lay out the org chart.
How:Roles drive defaults. Manager auto-gets Daily Briefing, Tech gets their own stats. Use Bulk apply to set things for whole groups at once.
04
~30 seconds
Choose reports
Daily Briefing, Weekly Scorecard, Team Performance, Individual Stats. Pick the ones that matter to your business.
How:Each report has a preview. Frequency is per-person. Your owner can get daily while techs get weekly stats.
05
~1 minute
Preview & launch
See exactly what tomorrow's report will look like with your real data. Hit go and we'll deliver it at 6 AM.
How:Reports come by email with a branded PDF attachment. They're conversational, plain English, and short.
What lands in your inbox
AI-written reports that read like a smart assistant, not a spreadsheet.
Every report is plain English. We tell you what happened, what changed, and what to do about it. No charts you have to interpret.
- ✓Yesterday's revenue, jobs, and on-time rate
- ✓Anomalies flagged: surge in cancellations, tech running late
- ✓Week-over-week trend (no chart-reading required)
- ✓Action items: "Mike has 4 termite renewals due, want me to text customers?"
Plugs into the tools you already use
One-click integrations. Read-only access. We never modify your data.
Popular
Concierge setup
Concierge setup
Popular
Concierge setup
Concierge setup
Concierge setup
Available
Available
Available
Available
Popular
Need a system not on this list? Our team builds custom integrations for you. Tell us what you use.