Services / Owner Dashboard

Owner Dashboard

Your week in numbers, in your inbox on Monday

One weekly view built from your job system and Xero: job profit, quote win rate, who owes what and for how long, and how busy each tech is. Nobody has to put it together by hand.

Works with

ServiceM8
Fergus
Simpro
Xero
Cin7
Unleashed
Shopify
Google Sheets
Looker Studio

Get a 90-second demo → What it costs

The problem

The Monday spreadsheet eats the owner’s morning

To see how the business is really going, someone exports jobs from ServiceM8 or Fergus, exports invoices from Xero, and pastes them into a spreadsheet that only one person understands.

It takes a couple of hours, so it doesn’t happen every week. When it does, the numbers are already out of date.

Which jobs lost money, which quotes never turned into work, which tech is flat out and which is quiet: you find out at month end, or not at all.

How it works

What happens, step by step

From the moment it starts to the result, step by step. The AI steps are marked.

Plain rules fixed steps, no AIAI used here reads or drafts textYou approve nothing goes out until you say so

1

Trigger

Every Sunday night

The report runs on a schedule. No one has to remember to start it.
2

Plain rules

Your numbers are pulled in

Jobs, quotes, time and materials from your job system, and invoices and payments from Xero, through their APIs.
3

Plain rules

The measures are worked out

Job profit (what you charged, less recorded labour and materials), quote win rate, debtor ageing (who owes what, and for how long) and tech utilisation (hours booked against hours available). Plain sums, the same way every week.
4

AI used here

A short summary is written (optional)

AI writes three or four plain sentences on what changed since last week. It only describes the numbers already worked out. It doesn’t calculate anything.
5

You approve

You check the first few weeks

We go through the first reports with you against your own records, until you trust the numbers.
6

Result

Monday morning

An email with the week on one screen, and a live sheet or Looker Studio page you can open any time.

What you count

A number you can check yourself

This one is simple to count. Before the build we note how long the weekly report takes now and how often it actually gets done. Thirty days after go-live we check again.

Hours on the weekly report

The time someone spends pulling exports and building the spreadsheet. The aim is none.

Weeks it actually arrives

How often the owner sees the numbers. The aim is every Monday.

We don’t promise a figure in advance. We measure yours, before and after, and give you both.

Plain about AI

Where AI is used, and where it isn’t

AI is only used where the input is messy or where wording needs drafting. Everything else is fixed rules that do the same thing every time.

AI is used for

Optional: a short written summary of what changed this week

Plain rules handle

Every number in the report. These are plain sums from your own data
Pulling data from your job system and Xero
Sending the report on schedule

The numbers never come from AI. If you’d rather have no summary at all, it works just the same.

Works with

The software it connects

ServiceM8, Fergus or Simpro

Jobs, quotes, time and materials read through each system’s API.

Xero

Invoices, payments and debtors read through Xero’s API.

Cin7, Unleashed or Shopify

For product businesses: sales, margin by product and stock on hand can take the place of the job measures.

Google Sheets or Looker Studio

Where the live version lives, in your own Google account.

On Tradify? Tradify has no public API, so we can’t connect to it directly. Builds are limited to your inbox and Xero. We’ll tell you on the intro call whether that’s worth doing.

What it costs

One fixed price, then your choice

All prices are in NZ dollars, + GST. Never billed by the hour.

The build

$3,500 to $6,000+ GST, fixed quote

A fixed quote in writing before any work starts
Same sprint shape: scope and access, then the build
Monitoring and alerts, and a runbook
30 days of tuning after it goes live

How a sprint works →

Flow Care, optional

$300/month + GST

Monitoring, and fixes when a vendor or AI model changes
A monthly results report in your own numbers
Month to month, 30 days’ notice
Or run it yourself with the runbook

About Flow Care →

Running costs

Paid by you, at cost

Running costs are usually just an automation tool plan (Make, n8n or Zapier) of under about $30 a month. Google Sheets and Looker Studio are free to use with a Google account. The optional summary adds very little AI cost.

Tools run in your own accounts and are billed to you directly. No markup.

Founding rate: the first three customers get a Flow Sprint for $2,200 + GST, in return for a before-and-after measurement, a named case study and one introduction. How it works.

Ask for a 90-second demo of this flow on your own form

A short screen recording of Owner Dashboard running, set up with your business name. Free, and no call needed.

Ask for a demo →

Questions people ask

Why is it $3,500 to $6,000 and not a fixed $3,000?

Because it depends on how many systems it reads from and how tidy the data is. You get a fixed quote in writing before any work starts, and that’s the price.

How accurate is job profit?

As accurate as what’s recorded in your job system. If techs don’t log time or materials against jobs, the report shows where the gaps are rather than guessing. Often that’s the first useful thing it tells you.

Can I change what’s in it later?

Small changes are covered in the 30 days of tuning, and under Flow Care. A big new section is quoted separately.

Who else can see it?

Whoever you choose. It goes to the email addresses you pick and lives in your own Google account. We don’t keep a copy.

Can I see an example first?

Yes. Ask for a demo and we’ll send a 90-second recording of a sample report, with made-up numbers, so you can see the layout.