CRM
Jobs, customers, invoices and calls
Keep the operating context with the work.
Goals, coaching & results
See the number.
Understand the work behind it.
Connect your payroll, CRM, accounting software and GPS so your systems talk to each other—and you can see how the work connects to the numbers.
One connected operation
Your systems have the information.
Bring it together.
Payroll
Hours, earnings and commissions
Bring the evidence into the pay review.
Accounting
Purchases, costs and financial records
Connect the cost with the job.
GPS
Truck movement and time context
See where records need a closer look.
Connections and available actions depend on the systems and workflows configured for your account.
Model how changes in close rate affect the sales plan before accepting new goals. This is a demo scenario, not a growth forecast.
Click to enlargeHow it works
Connect the result to the decisions behind it.
01
Bring the systems together.
Connect ServiceTitan job and customer information with accounting, payroll and GPS data. Ask Clark for the scorecard your team needs instead of collecting the same numbers from separate reports.
02
Turn a revenue goal into an operating plan.
Work backward to booked calls, leads and advertising spend using your history. Test changes to booking rate, average ticket and channel costs, then carry accepted goals into company, department and technician scorecards.
03
Find the work behind the result.
Investigate the calls that did not book, the conversations behind unsold visits or the time records behind labor. Open the evidence and decide where coaching or a process change will help.
04
Keep the action moving.
Bring priorities, issues and action items into The Weekly. Connect the goal to the person responsible and carry coaching into one-on-ones and assigned practice.
Useful answers
A clearer picture
before you start.
Can we keep our current software?
Company Console works alongside your existing systems. Standard connections and any custom integration requirements are reviewed during setup.
Can we build our own performance views?
Yes. Clark can help create and refine supported scorecards from available data.
Connected work
Keep the next step close.
Your next move
Bring AI to your business.
Run everything from one place.
Start with the work your team wants off its plate.