Knowing what's going on

"4 phone calls to find out if one job was on schedule."

Not a report at month end. An answer, in the 40 seconds you have before you walk back into a meeting with the customer.

First call is free. So is the visit.

The answer exists. It is in 4 different people.

Every piece of it is true and none of them talk to each other. Here is where it actually goes.

  1. A customer asks when you will be finished.
  2. You do not know, so you call the foreman.
  3. He is on a roof, so you call the office.
  4. The office checks the schedule, which was right on Monday.
  5. You call the supplier about the material that was supposed to land Wednesday.
  6. 40 minutes later you call her back with an answer you are not confident in.

What we build for this.

The system · Owner Assistant

You ask a question and you get an answer back. What is running late. What is waiting on material. What we billed this month. Whether that job is going to land where you priced it.

This is not a dashboard. A dashboard is a place you go, and you are not going to go. This comes to you the same way everything else does, and it is what the other 4 add up to.

Garra Works
coastline6:12

Coastline Property Mgmt

Marcy Feldman · 3 buildings

Last visit
Aug 14 · RTU service, Danbury Rd
Open invoice
$9,800 · out 12 days
Quote out
Annual service, 2 RTUs
Next up
Saturday 8:00 AM

She is disputing two hours on the Aug 14 change order.

6:12
what did we quote her for the annual 6:13
$4,200. Sent Sep 2, no answer yet.
Want me to chase it Thursday? 6:13
yes 6:13
Done. It goes Thursday at 7. 6:13

He was in the truck. He did not open anything, and the chase is already set.

Mock-up · this is what it will do

What you see afterward.

  • An answer in a sentence, not a screen you have to read.
  • The number, and where it came from, so you can decide whether you believe it.
  • A flag when something moves, on the day it moves.
  • Nothing at all on the days nothing changed.

What it does not do.

It does not send you a weekly report. Somewhere there is a monthly PDF nobody has read since March. We are not adding to it.

It does not need clean data to start. It works with what you have, and it tells you when it is guessing.

It does not make the decision. It gets you to the number fast enough that you can.

How this goes.

30 minutes on the phone. 1 hour at your shop. One page back in 2 days. All of that is free. Then $1,000 down and 2 weeks to the first thing running.

See the whole thing →

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