Five steps.
Most are auto-detected.
Most operators are looking at real data within ten minutes.
01
~30 seconds
Connect your FSM
Connect AccuLynx, FieldRoutes, GoHighLevel, HubSpot and JobNimbus. We use encrypted API keys, never passwords.
How:We pull your jobs and technicians, and revenue from systems that record it, on a schedule we set up with you, usually once a night. Where you have a wall display, we can refresh it every 30 or 60 minutes. We keep your customers' names from your field software, and no other personal details about them. 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 do not 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 and launch
See exactly what your first report will look like with your real data. Hit go and we deliver it at the hour you choose.
How:Reports come by email, in the message itself, and the audits also come as a PDF. They are conversational, plain English, and short.
What lands in your inbox
AI-written.
Plain English.
Actionable.
Every report tells you what happened, what changed, and what to do about it. No charts to interpret. No spreadsheets to build.
Plugs into the tools
you already use.
One-click integrations. Read-only access. We never modify your data.
Need a system not on this list? Tell us what you use.
Free for 1% Club members
See your first report
in 5 minutes.
Free for 1% Club members. No credit card.