From zero to your first report,
before lunch.
Five short steps. Most are auto-detected with AI. You’re mostly confirming. No SQL, no dashboards, no analyst required.
01
~30 seconds
Connect your FSM
Connect AccuLynx, FieldRoutes, GoHighLevel, HubSpot and JobNimbus today, with more in testing. We use encrypted API keys, never passwords.
How:We refresh jobs, technicians and revenue at least once a week, and you can pull fresh numbers any time. Your system stays your source of truth. We never write back.
02
~1 minute
Map your services
AI auto-recognizes your service types and shows you confidence levels for each match.
How:Tweak categories, add custom ones, or hide built-ins you don't use. The mapping drives everything downstream.
03
~2 minutes
Import your team
We pull every active staff member from your FSM. Pick who should get reports, define roles, and lay out the org chart.
How:Roles drive defaults. Manager auto-gets Daily Briefing, Tech gets their own stats. Use Bulk apply to set things for whole groups at once.
04
~30 seconds
Choose reports
Daily Briefing, Weekly Scorecard, Team Performance, Individual Stats. Pick the ones that matter to your business.
How:Each report has a preview. Frequency is per-person. Your owner can get daily while techs get weekly stats.
05
~1 minute
Preview & launch
See exactly what tomorrow's report will look like with your real data. Hit go and we'll deliver it at the hour you choose.
How:Reports come by email, in the message itself, and the audits also come as a PDF. They're conversational, plain English, and short.
What lands in your inbox
AI-written reports that read like a smart assistant, not a spreadsheet.
Every report is plain English. We tell you what happened, what changed, and what to do about it. No charts you have to interpret.
- ✓Yesterday's revenue, jobs, and on-time rate
- ✓Anomalies flagged: surge in cancellations, tech running late
- ✓Week-over-week trend (no chart-reading required)
- ✓Action items: "Linnea has 4 termite renewals due, want me to text customers?"
The tools we connect to
Twelve connectors built: five open to everyone today, seven in testing. We only read from your systems. We never change anything in them.
Live now
Live now
Live now
Live now
Live now
Live now
In testing
In testing
In testing
In testing
In testing
In testing
In testing
In testing
On our list
On our list
On our list
On our list
On our list
On our list
Need a system not on this list? Our team builds custom integrations for you. Tell us what you use.