How it works

From gut feeling to a weekly data rhythm.

A repeatable process designed for owner-operators who don't have time to become data analysts.

01

1. Audit

We start with a 90-minute Business Intelligence Audit. You share access to your CRM, financials, and marketing tools. In 7 days you get a written report and a live readout.

02

2. Connect

We plug your systems together — ServiceTitan, Housecall Pro, Jobber, QuickBooks, Google Ads, CallRail — into one source of truth. No more copy-paste.

03

3. Build

We build the dashboards, automations, and alerts that fit how you actually run jobs. Every metric is one an owner can act on.

04

4. Report

You get a weekly KPI readout and the HomeOps Monthly Report. We stay on the line, tuning and retiring dashboards as your business changes.

Timeline

What the first 30 days look like.

Day 0

Kickoff call. You share tool access. We send a data checklist.

Day 3

We pull, clean, and stage your data across every system.

Day 7

Audit readout: revenue leaks, top opportunities, 30/60/90 plan.

Day 14

First dashboards live. Weekly KPI email starts.

Day 30

First HomeOps Monthly Report. Automation build kicks off (if scoped).

Start with the audit.

Two weeks, $500, and a written report you keep. It credits toward a build if you want one, and it's refunded if it doesn't pay for itself.

Book a Discovery Call