The Challenge
A multi-location home services company operating across multiple branches was running on completely disconnected systems. Field operations lived in one platform. Call tracking in another. Advertising data in a third. Accounting in a fourth. And leadership was relying on branch managers to manually assemble reports every week just to answer the question “how are we doing?”
The executive team had no real-time visibility into company performance. Marketing couldn’t connect ad spend to actual revenue. Finance was cross-referencing invoices across multiple expense systems. Nobody had a single view of the business.
They had looked at enterprise solutions but found them overpriced, slow to deploy, and disconnected from the tools their teams actually used every day.
What We Built
A centralized database connecting field operations, call tracking, advertising platforms, accounting, expense management, and customer feedback into one unified data layer. On top of that, real-time dashboards for marketing, finance, and operations, each tailored to the specific metrics that department needs.
The marketing team can now see which channels drive revenue, not just leads. Finance has budget vs. actual tracking by branch with drill-down capability. Operations can see technician performance and completion rates without pulling a single manual report.
Key Results
- 15+ data sources connected into one system
- Multiple branches unified in a single view
- Weekly manual reporting eliminated
- Executive team has real-time visibility for the first time
- Finance can answer budget questions in seconds, not days
What’s Next
The platform is designed to scale. As new branches open and new tools are added, they plug into the existing infrastructure without rebuilding anything. The data foundation is also AI-ready, meaning structured data feeding future analysis tools will produce meaningful insights from day one.