Attention Home Services business owners (that’s you – HVAC, Plumbing, Electric peeps). We are happy to announce that we just released our automated Finance Dashboard! This is a game-changer for coaches and members.
This tool pulls QuickBooks Online (QBO) and ServiceTitan data directly into a customized, easy-to-read performance dashboard. It’s easily mapped exactly to how you (or your coach) want your chart of accounts to look. No more generic reports—just clear, actionable insights that make decision-making ridiculously simple.
Key Benefits:
Custom Chart of Accounts Mapping – See your finances the way that makes sense for your business.
QBO + ServiceTitan Integration – Your numbers stay updated automatically—no manual work needed.
Member & Coach Views – Coaches get insights to guide their members; members get financial clarity to grow their business.
Simple, Intuitive Interface – No spreadsheets, no headaches—just easy-to-use financial insights.
Ready to see it in action? Book a meeting here.