Playbooks
Role-by-role dashboard playbooks for the whole leadership team.
CFO
A financial operating rhythm for the CFO or finance lead in a home-service business. Which metrics to own, how to review them daily and monthly, and how a live financial dashboard replaces the month-end scramble with real-time visibility.
Call center manager
A practical operating rhythm for the person who owns the phones in a home-service business. What to review daily, weekly, and monthly, which KPIs to coach on, and how a call center manager dashboard turns raw call logs into booked jobs.
Controller
A practical operating rhythm for the person who owns the numbers in a home-service company. What a controller should review daily, weekly, and monthly, which financial KPIs to own, and how a live financial dashboard replaces the end-of-month scramble.
Customer experience manager
A role-specific operating guide for the person responsible for customer satisfaction, reviews, and retention in a home-service company. Which KPIs to own, how to structure your daily and weekly review rhythm, and what a live CX dashboard should show so you stop discovering problems in a survey two weeks after the job closed.
Dispatcher
A practical operating guide for the person routing jobs and managing field capacity in a home-service business. What to watch at the start of each day, which KPIs to own, and how a live dispatch board turns a chaotic schedule into a profitable one.
Franchise operator
A practical operating framework for the person responsible for performance across multiple franchise locations in a home-service network. Which KPIs to own, how to structure your review cadence, and how a franchise operator dashboard gives you a consistent view across every location you oversee.
General manager
A field-tested operating rhythm for the GM who bridges owner strategy and day-to-day execution. Which KPIs to own, how to run daily standups and weekly reviews off live data, and what your general manager dashboard should surface before a problem becomes a month-end surprise.
Install manager
A field-execution operating guide for the person who runs installs in a home-service business. The KPIs to own daily, the review cadence that keeps crews on schedule, and the install board that replaces morning guesswork with real numbers.
Marketing manager
A before-and-after guide for the marketing leader at a home-service company. What you should see in your dashboard every day, which KPIs you actually own, and how to stop defending ad spend to the owner when the data is already right in front of you.
Multi-location operator
You run multiple locations, trade routes, or franchise markets. This playbook covers what to review, how often, and which KPIs separate a healthy location from one that needs attention before the month closes.
Operations manager
A field-tested operating rhythm for the person who keeps every department running in a home-service business. Which KPIs to own, how to run your daily and weekly reviews, and what your operations dashboard should show so you stop finding out about problems at month end.
Owner
A practical guide for home-service and skilled-trades owners: the KPIs to hold on your screen every morning, the rhythm for reviewing them, and the questions your data should answer before you walk out of the office.
Private equity operator
A practical guide for PE operators who own home-service or skilled-trades portfolios: the KPIs that signal platform health, the cross-location review cadence, and how a real-time dashboard replaces the weekly variance-report chase.
Sales manager
A practical operating rhythm for the person who owns revenue production in a home-service company. The KPIs to track by tech and by day, the questions to ask before the month slips away, and how a sales board turns individual numbers into team accountability.
Service manager
A field-operations playbook for the person who owns same-day work in a home-service company. Which KPIs to watch, how to run the morning dispatch huddle from real-time numbers, and what a service manager dashboard shows you before a problem becomes a callback.