For companies on ServiceTitan or Housecall Pro

Your CRM runs the jobs. We run the company.

The management layer above your CRM: the org chart with real accountabilities, procedures with history, daily checks, scorecards, the weekly meeting and the boards your office runs on — in one place.

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Your own deployment, your own database. Nothing shared with anyone else.

Own deploymentEach company runs its own copy with its own database.
Hours, not monthsConnected, branded and running in a couple of hours.
Your wayYour names, your checks, your scorecard rows — settings, not code.
Office and fieldA desk for managers, one screen on the tech's phone.
The product

Built for how a service company actually runs

Real screens from a demo company. Every number, seat and check below is the kind your office keeps today — in spreadsheets, on whiteboards, in someone's head.

The company scorecard: each metric with its goal, trend and the last three weeks, green where it hit and red where it missed

Numbers by seat, every week

The scorecard reads from your CRM where it can and asks for the rest. Every metric has an owner, a goal and a trend; a red week shows up before the meeting, not after.

  • Company, department and tech scorecards
  • Goals per row, twelve weeks on screen
  • Pulled from ServiceTitan or typed in
The org chart drawn from the reporting lines, with vacant seats outlined in red

Every seat, who's in it, and what it owns

The org chart is drawn from the seats and their reporting lines, so it is never out of date. A vacant seat is red — worth seeing, not hiding. Each seat carries its accountabilities and procedures.

  • Roles & gaps at a glance
  • Procedures with version history
  • Daily checks cross-checked against the procedures
Quarterly priorities with an owner, a due date, a status and a health flag on each

The meeting that runs itself

Quarterly priorities with an owner and a health flag. The Weekly runs one section at a time — scorecard, priorities, headlines, action items, solve — with the clock on screen. Issues turn into action items with one press.

  • The Weekly, timed section by section
  • Issues → solved → action items
  • People Review by seat
The tech's phone screen: training, projects, truck inspection, truck issue, reviews, ride-along, floor plan

The tech gets one screen

Through the field door a tech sees his tools and nothing else: today's practice, his projects, the truck walk-around, a review link with his own QR, the ride-along recorder, a floor plan he measures on the spot. Office and field never mix.

  • A practice customer he can call live — she pushes back like a homeowner and grades the answer
  • Truck inspections and issues from the truck
  • Reviews, ride-alongs and floor plans on the phone
What's inside

Everything the office runs on, as modules you switch on

Start with what you need; add the rest when you're ready. Each one is a switch, not a project.

The SystemScorecards, quarterly priorities, The Weekly, People Review
Roles & proceduresSeats, accountabilities, procedures with history, the org chart
Daily checksThe few things each seat confirms every day
PeopleRoster, time off, write-ups, one-on-ones, guest links
TrainingThe live practice customer; weak spots per person
RecruitingResume inbox, a first screen, interviews
Call boardThree days out, by department, against the minimum
Install boardSold work followed through production
Permits & floor plansPermits and inspections; to-scale plans from a phone
ReviewsA link and QR per tech; Google reviews answered from the office
TrucksInspections and maintenance from the truck
Supplier invoices & QAInvoices into POs or QuickBooks bills; batch checks
Who it's for

Home-services companies that have outgrown the whiteboard

Plumbingservice and install
HVACservice, install, maintenance plans
Electricalservice and projects
Multi-trademore than one under one roof
How it works

Up and running in a couple of hours

Connect your CRM

ServiceTitan or Housecall Pro. Your admin pastes the credentials; the app tests the connection and pulls what it needs.

Choose a starting point

Start empty, or load the starter content — a seat structure, procedure drafts, daily checks and a training library — then make it yours.

Shape it to how you run

Your names, your checks, your scorecard rows, which modules are on. Customization is a setting, not a rewrite.

Keep getting better

One release reaches every company. An improvement made once shows up for you, with your data untouched.

Pricing

Priced by the size of your company

Three tiers, priced by how many people you run. Unlimited seats on every tier.

StarterThe core: seats, procedures, checks, the meeting
StandardAdds the boards and the office modules
PlatformEverything, for a company running at scale

Ask us for the grid

A 20-minute demo on your own numbers is the fastest way to see whether this fits. No pitch deck.

Book a demo
Book a demo

Tell us about your company

What happens next:

  1. We come back to you within a business day to set a time.
  2. A 20-minute walk through the product on your own numbers.
  3. If it fits, your deployment is up in a couple of hours.

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