Five short steps. Most are auto-detected with AI. You’re mostly confirming. No SQL, no dashboards, no analyst required.
01
~30 seconds
Sign in to FieldRoutes, ServiceTitan, Jobber, Housecall Pro, or any of the platforms we support. We use encrypted API keys, never passwords.
How:We pull jobs, customers, technicians, and revenue data hourly. Your FSM stays your source of truth. We never write back.
02
~1 minute
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
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
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
See exactly what tomorrow's report will look like with your real data. Hit go and we'll deliver it at 6 AM.
How:Reports come by SMS or email, whichever your team prefers. They're conversational, plain English, and short.
What lands in your inbox
Every report is plain English. We tell you what happened, what changed, and what to do about it. No charts you have to interpret.
One-click integrations. Read-only access. We never modify your data.
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Need a system not on this list? Our team builds custom integrations for you. Tell us what you use.