For HVAC, plumbing, electrical and other trade owners
Know where your money is before the trucks roll out.
We build you a dashboard on your QuickBooks and job software: cash in the bank, jobs done but not billed, who's paying slow and which crews are open. You don't set anything up.
Your first version is built free. Nothing to pay until it's live. Or call or text us.
Kestrel Heating & Air · This morning
Sample dataNeeds you today
- Miller remodel estimate, no answer in 9 days$38,400
- Job 2291 used extra parts with no change order$1,850
- Crew 3 has nothing booked after 1 PM4 hours
Sample dashboard
See your dashboard before we ever meet
Answer six quick questions about your business. In a few minutes you'll get a working owner dashboard built for a company like yours, filled with sample numbers. No call, no cost.
What it shows
The four questions every owner asks
Each part of your dashboard answers one question, from your own numbers, before the day starts.
-
Are we making money?
- Billed this week
- Collected this month
- Which kinds of jobs make money
-
Where are we losing it?
- Jobs done but not invoiced
- Callbacks and repeat visits
- Who owes you, and for how long
-
What needs me today?
- Estimates waiting on an answer
- Jobs over on parts or hours
- Crews with empty hours
-
What's coming?
- Work booked for the next two weeks
- Open estimates
- Crew days booked next week
Straight answers
What owners ask before saying yes
- What does it cost?
- One monthly fee, quoted once we've seen how you run things. Your first version is built free. Nothing to pay until it's live.
- I already have ServiceTitan, Jobber or Housecall Pro.
- Keep it. We bring its data and your QuickBooks into your dashboard, so your office and crews keep working the way they do now. Databink and your job software
- How much of my time does it take?
- A first conversation, and a call or two with whoever keeps your books. We do the rest.
- Will it touch my books?
- No. Your dashboard only reads from QuickBooks. It never changes your books.
- Who sees my numbers?
- You and the people you give an account to. When our team has to look at your system to help, it's logged. More on your data
- What if I want to leave?
- Your data is yours. Ask for it at any time and you get all of it.
- What if you go out of business?
- You get 30 days' notice and a full copy of your data: spreadsheets that open in Excel, plus every document and file.
You'll deal with Ian from the first call
Like you, I run a business. I spent 15 years as an IT director, and the last 10 running my own tech businesses, so I know what it takes to run one and what you want to see each morning. I'm based on the Wasatch Front and work with companies across Utah, and some beyond. My team and I take on only a few new companies at a time.
Book a walkthrough
Want to see yours?
Pick a time, or call, text or email. We'll talk about how you run things and walk you through a sample built for your company.