Ongoing

Know where you stand before the first call

We pull the numbers you check every week from QuickBooks, your spreadsheets, your inbox and your job list into one page that updates itself. Open it on your phone in the truck or on the big screen in the office.

Book a free visit See the demo

or call/text (518) 704-3125 Send us a text

At a glance

Custom Dashboards & Reports

Starting at: $3,500 per dashboard
Typical timeline: Most first dashboards are live in 2–3 weeks
Works with: QuickBooksGoogle SheetsExcelGoogle WorkspaceMicrosoft 365 +5 more

Set up in person, on your own accounts

What it is

In plain English

If you run a small business, a lot of it probably lives in your head: what’s owed, what’s out to bid, which jobs are behind, who needs a call back. The numbers exist. They’re just scattered across QuickBooks, a few spreadsheets, your inbox and the whiteboard in the shop.

A custom dashboard puts it all on one page that keeps itself up to date. You open it with your morning coffee and see what needs you today.

Dom runs his construction company from one: open bids, active jobs, follow-ups and tasks on a single live page. See a sample-data version in the owner’s live dashboard case study. We build the same kind of page for your business, around the numbers you actually check.

Read-only by design. It shows you the numbers, and the decisions stay with you. It doesn’t move money, send invoices or change anything in your books.

Want to see the idea in action? Our time and money calculator shows the formula and assumptions behind its estimate. Your dashboard works the same way: every summary sits next to the figures it came from. If your books are the messy part, start with bookkeeping and invoicing automation.

What’s included

What you get

Set up on your accounts, tested with your real work, and explained to your team before we call it done.

A sit-down to pick the few numbers that actually matter to you
Connections to the tools you already use, like QuickBooks, Google Sheets or Excel, or a scheduled export when a tool won't connect directly
One dashboard page that refreshes itself on a schedule
Weekly or monthly reports sent to you automatically
A plain-English summary of what changed, with the real numbers right beside it so you can check
Private to you and the people you choose, behind your own sign-in
A walkthrough of the page with you and a written how-to, including how to ask for a new number later

How it works

One example, step by step

A typical setup. We shape every step around how your business already runs, and you approve anything that goes out.

Example workflow

Custom Dashboards & Reports, start to finish

Step 1

Your tools

QuickBooks, spreadsheets, your inbox, your calendar and your job list.
Step 2

Pulled together

Every morning the numbers get collected into one place, automatically.
Step 3

Totaled by formulas

The math is done by the spreadsheet, not guessed by AI. AI only writes the summary.
Step 4

Your dashboard

One page: open bids, active jobs, money owed, follow-ups due.
Result

Report in your pocket

A weekly summary lands on your phone Monday morning.

Tools, timing & price

What it takes to get it running

Tools we use

QuickBooks
Google Sheets
Excel
Google Workspace
Microsoft 365
AppFolio
Buildium
Zapier
Claude
ChatGPT

We’re not a reseller or partner of any of these companies. You sign up in your own name, and we set it up and train you on it.

Typical timeline

Most first dashboards are live in 2–3 weeks.

Counted from the day you approve the written plan. We test with your real work before anything goes live.

Starting at

$3,500 per dashboard

Automation Build

Final price after the audit, depending on how many tools it pulls from.

You pay software vendors directly, at their price, with no markup
You own every account and file
No long-term contract

Book a free visit All pricing

See it work

Run your own numbers

Plug in your team size and missed calls. See hours back per year and a payback estimate.

All demos

Time & money calculator

Hours and dollars back, math shown

Estimate

Sample starting numbers A 5-person shop. Slide them to match your week. Nothing leaves your browser.

Team size

Admin hours a week, each

Hourly cost, loaded

Assumption

Missed calls a week

Average job value

Calls that would book

Profit margin on a job Assumption

Compare with a package

Your estimate

Updates as you slide

Hours back a year

—hrs

About — hours a week across the team, likely. Conservative: — hours a year.

Value back a year

Conservative

—

Likely

—

Time back in dollars plus your profit on new work, not the full job value. Conservative uses half your AI share and half your booking rate.

Time back — – —

Profit on new work (at 30% margin) — – —

New work booked — revenue, before costs — – —

For reference only. It is not added to the value or the payback. Only your margin on it is.

Pays back the package in about

—–— months

Likely to conservative, from time back plus profit on new work (not revenue), against the starting price. Your real price comes after the audit.

In plain English

This is an estimate, not a promise.

Book a free visit or call or text (518) 704-3125

How we calculate this

Plain arithmetic on the numbers above. The lines in grey use your current inputs, rounded to the nearest hour or dollar.

Admin hours a year = team size × admin hours a week × 48 working weeks. We use 48 weeks, not 52, to allow for holidays and slow weeks.
Hours back = admin hours a year × the share AI could take on. Likely uses your share. Conservative uses half of it.
Time back in dollars = hours back × loaded hourly cost.
New work booked = missed calls a week × 48 × the share that would book × average job value. Conservative uses half your booking rate. This is revenue, before costs, so we show it on its own and never count it as-is.
Profit on new work = new work booked × your profit margin on a job. The margin is an assumption you can change.
Value back a year = time back in dollars + profit on new work.
Payback = the package’s starting price ÷ value back a month (value back a year ÷ 12). Likely uses the likely value, conservative the conservative one. If even the conservative end is under a month and a half, we show it in weeks (months × 52 ÷ 12). At two years or more, we show it in years. For the monthly plan we compare the value back each month with the monthly cost instead.

What this leaves out

Your profit margin is a guess, and we use one margin for every job. Real jobs vary.
Time back only turns into money when it goes to paid work, less overtime, or a hire you can put off.
The first few weeks are slower while your team gets used to the new way.
One package rarely does everything. An AI receptionist is what catches missed calls. Setup and training mostly speeds up the paperwork.
Software subscriptions are billed to you directly by the vendor and are not counted here.
Prices are starting prices. The real number comes after we look at how your week really goes.

An estimate from your own numbers, not a promise. Nothing you type leaves this browser.

Get real numbers at a free visit

Questions

Straight answers

Have a different one? Call or text (518) 704-3125.

Where this fits in

Industries that use it

Real work: we run this at our own company

Also in Ongoing

Want to see everything? All services · All demos · Real work · Text us a question

Free intro visit

Let’s find the hours you’re losing.

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We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.

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