HVAC · Plumbing · Electrical · Home improvement
Booked work is only half the picture.
A clearer view of which work and acquisition channels deserve attention.
The problem
Lead reports, advertising spend and job costs can tell different stories. A busy schedule does not reveal which work is profitable.
A practical solution
A focused dashboard connects source, completed jobs, labor, materials and callbacks. Definitions and missing records stay visible so the team can trace a figure to its source.
The business value
A clearer view of which work and acquisition channels deserve attention.
A useful way to measure it
Reconcile a sample of completed jobs to the source systems. Track data completeness and job-level gross profit with agreed cost definitions.
Check the existing system first.
Check existing job-costing and attribution reports. Create a custom view only where cross-system data or definitions remain a gap.
A sensible first project
Start with one service line and a completed-job sample, then reconcile every field before expanding.