Spent this afternoon building something I wish I'd had years ago.
As a commercial pressure washing company, our numbers lived in five different places: QuickBooks for the books, Housecall Pro for jobs, Google for leads, and the rest in my head.
Now it's all on one dashboard:
✅ Revenue, expenses, and profit, live from QuickBooks
✅ Who owes us and how late they are
✅ Jobs completed this year vs. last year
✅ Where our leads are coming from
✅ A pipeline the whole team can see and update
Thanks for the pointers today they really helped from the call.