Business dashboard

Yesterday’s numbers, on one page before you open.

A dashboard that reads your books and your sales or booking system together, with a morning text if you want one.

From $2,500 per project

A work van’s open side door at first light: a hand lifting a tool bag from the shelves, and on the van’s step a tablet lit with a dashboard of tiles and a bar chart beside a coffee cup
Example page, Monday 7:00 AMNet sales, yesterday$4,080Toast · SundayHourly labor28%Toast · SundayCash in your books$18,240QuickBooks · SundayAlso as a morning text, if you want one.

What it does

Your numbers, on one page before you open.

One page, read from your books and your sales or booking system together, with the source and date on every figure. Pick a business to see its page.

Pick a business

$640 done. No invoice found.

Crestline AirHousecall Pro and QuickBooks OnlineFriday, 6:30 AM
  • Done, no invoice$640Job 2206 · both systems, Thursday
  • Billed, yesterday$1,240Housecall Pro · Thursday
  • Cash in your books$12,760QuickBooks · Thursday
Billed this weekHousecall Pro · $8,780, 13 of 14 jobs done
  • Housecall ProJobs and the schedule · read 6:02 AM, through ThursdayChecked
  • QuickBooksInvoices and balances · Thursday nightChecked
The morning text, if you take itFriday, 6:30 AM

Good morning, Crestline Air.Job 2206: $640 done, no invoice found.Yesterday: billed $1,240.Cash in your books: $12,760, Thursday.

Built from the page. Job numbers, no customer names.
Named by job, not by a gapJob 2206 stays on the page, and in the text, until its invoice is in your books. Jobs are paired by number, with Housecall Pro set to number each invoice by its job, never by subtracting totals.

Who decides

You stay in charge.

It reads your systems and writes nothing back, and you choose every number on the page. Every part of that is yours to change.

What it will not guess

Net sales, yesterdayNot receivedToast did not answer at 6:05 AM TuesdayLast figure $4,080 · Sunday’s closeIt stays that way, never a zero, until Toast sends it. The morning text says so.
  • Cash newer than your books
  • Profit before the books are categorized
  • Food cost without invoices or counts
  • A forecast
  • A name on a screen the room can see

Every number says where it came from and when. The list is yours to change.

Your numbers, your rules

The morning text, if you want one

Net sales $4,080. Hourly labor 28%. Cash in your books $18,240. Food buying 32% of food sales, last week.

Four numbers from the page, kept short. Yours carries what you choose, or nothing at all.

  • What is on the page, in one document

    What counts, where it comes from and how it is stamped, in a document you own and can change.

  • Your hour and your closed days

    When the page is read, when the text goes out if you take it, and the days to expect neither.

  • Who sees it

    You alone, or whoever you name. Never a customer’s, client’s or patient’s name: a text is not private, and a screen can be read across a room.

  • Tried on your own past weeks

    Past weeks figured beside your own reports before it goes live, so you see any difference first.

  • Paused when you say

    Any time, for a day or a storm week. The runbook says how.

What it is worth

One slip seen late, in your numbers.

A slip nobody sees until the month’s books close keeps costing every week it runs. A number on your page shows it while it is this week’s. What you do then is yours.

If it goes unseenOne slip costsA year of itAdds up to the base build in
Salon or spaone empty chair hour a week, at an example $60$60$3,120one a weekTen months
Accounting or law firmone point of collection on an example $500,000 invoiced$400$4,800every monthSeven months
Dental practiceone empty hygiene hour a week, at a daily benchmark$125$6,500one a weekFive months
Restaurantone point of food cost on an example $1,000,000 in sales$190$9,880every weekFour months
Home servicesone $2,000 job done and never billed$2,000$24,000one a monthTwo months

Examples and benchmarks, rounded down, before costs. The hygiene hour is the low end of a 2017 benchmark range over an eight-hour day. A dashboard shows a slip; it does not recover it.

The build starts at $2,500, paid once.

Your number

Not one of these? Put in what one slip costs you and how often; a rough figure is fine, and nothing is saved.

A year of it

$10,400

Adds up to the base build in

Three months

What it costs

One fixed price for the build.

It starts at the figure below. The written plan fixes it before any work starts.

The build

Business dashboard

A dashboard built from your books and your sales or booking system together, the source and date on every figure, and a morning text built from it if you want one.

Build and setup, your books plus one system
From $2,500 per project
  • Tried against your own reports before it goes live.
  • The first call, the visit and the written plan are free.
  • 60 days of free fixes after it goes live.

Optional add-ons

  • A third systemOne more system read beside your books and the first, where it allows access. The written plan confirms it.
  • Profit per jobNeeds job costs logged in QuickBooks Plus or Advanced, Jobber Grow or Plus, or Housecall Pro, and is only as true as the hours and materials logged. The written plan confirms what can be read.
  • Weekly email to your bookkeeperThe numbers, sent to them once a week. They keep the books.
  • Florida sales-tax tileYour next filing date, on your own filing schedule, and the tax your sales system collected, for whoever files. Never what you owe.
  • A TV in the shopThe page on a screen in your business. Totals only, no names.
  • Every build price here is where a project starts: the base build its card describes. Add-ons are priced in the written plan, so the final figure moves with what you choose.
  • The page’s hosting and any plan level your systems need stay on your own accounts at cost; the texting number and its messages, if you take the text, pass through at cost. All of it is named in the written plan, and we add nothing.

How it goes live

A call, a visit, a written plan. Then the build.

  1. A phone call

    Twenty minutes with Ben, who builds the system: what rings, what gets typed twice.

  2. A visit

    We come to your business and watch a normal close: the sale, the deposit, the report, what gets typed into your books.

  3. The written plan

    Within a week of the visit: what to build first, what to leave alone, a fixed price for each. Free, and yours either way.

Say yes to the plan and we build it on your accounts, tried on your own past records before anything reaches your books. At the handover your team is shown how it works and how to change it.

Reading

Before you decide.

Questions

What owners ask about it.

Does it work with what we use?

Often yes, and the written plan confirms it before anything is built. We start from Housecall Pro, Jobber, Toast, Square and Vagaro beside QuickBooks Online, and from a report your office exports where a system offers no connection. Some need a plan level on your side: Toast opens its data from Restaurant Management Essentials up, Housecall Pro’s is on its MAX plan, and Vagaro sends its bookings only on a paid plan with its own card processing. You grant each connection by signing in yourself, we never hold a password of yours, and anything yours needs is named in the written plan, at cost.

Can it show the weeks before it was switched on?

Usually, from a date you choose. Most systems let past days be read back, so the page starts with history and is tried beside your own reports before it goes live. Vagaro hands over each booking as it happens, so its figures start the day it is switched on, and a report your office exports starts with the first one. The written plan names the start date.

Why is the cash figure not what my bank shows?

Because it is the cash in your books, and it says so. It moves only when bank items are entered or accepted there. QuickBooks downloads them nightly, posted items only, and they can take up to 48 hours to appear; some banks send every other day or weekly. Today’s card deposit and anything pending are not in it. The bank’s own balance is not on the page; reading it is a third system, an add-on.

Our books are behind. Will it still work?

Sales yes, profit no. Sales and bookings come from the system that runs your day, so they stay current. Cash and who owes you are only as current as what is entered, and a profit figure would read only what is categorized, so the page shows none until the books are. This build reads the books; it does not keep them. That stays with your bookkeeper or accountant.

Can it tell us food cost every morning?

Sales yes, food cost by the week. Food cost needs purchases or counts. With your invoices in the books it shows purchases against food sales by the week, as a trend, since it moves with delivery days. With inventory counts, where the written plan confirms it can read them, it shows the actual figure as often as you count. A daily figure would only be what recipes say food should have cost, and that needs costed recipes tied to your menu.

We are a dental practice. What does it read?

Totals from the reports your office exports, with no patient names on the page. Production and collections by provider, today’s schedule and money owed by age, as totals. We do not offer a direct link to a system like Dentrix: Henry Schein One’s supported route is its program for approved vendors. If your practice already uses an approved analytics vendor, the written plan looks at reading from that. The reports themselves name patients, so a business associate agreement is signed before anything is read.

How soon can the text start?

The page first; the first text once the carriers approve the number. Even a number that texts only you is registered with the carriers first, and they take business days, not hours. From then on the text goes out at your hour to the phones you name, and it can be turned off on any day and back on at once. The number and its messages are at cost, named in the written plan.

What if nothing comes one morning?

Then the stamp is the signal. A figure a system did not send stays marked with its last stamp, never a zero, and the text says so. The job that reads and sends can fail too, and it cannot text you about itself: when your hour passes with nothing new, the runbook says who to call. A day you marked closed is one where nothing is expected.

Toast already emails me a daily summary. What does this add?

Two systems read together, on one page, before you open. Toast’s daily email is Toast’s data alone, and Square’s summary is Square’s; if one of those is all you read, you do not need this build. It earns its price when the answer needs your books beside your sales or bookings: sales beside labor and cash, jobs done beside invoices, collections beside deposits, each with its source and date, and the text carrying only what you choose.

What if we want to stop, or move it to someone else?

You keep everything. The page and the connections are in your name, and the texting number is set up for your business; how every number is figured is one document; the runbook says how to pause it and who to call. Another developer gets the same three things. The support plan is optional and ends any month with 30 days’ notice.

A clear plan starts with a call.

Tell us what's slowing you down. We'll work out what to fix first.

  1. A short phone call

    Tell us how your business runs day to day. From that alone, we can usually see what to take off your plate.

  2. A visit to your business

    We come to you, watch how the work happens and see which tools you use.

  3. Your written plan and prices

    A prioritized list of improvements, with a fixed price for each project. You keep the plan either way.