Can I get one dashboard that answers who owes me money and which jobs are behind?
The answers to "who owes me money," "which jobs are behind," and "which leads are hottest" usually live in three or four different apps that don't talk to each other. Handbuilt builds you one hosted dashboard you ask in plain English — it pulls live from your invoicing, jobs, and leads and answers in seconds. We host it and run the AI usage, so there's nothing for you to maintain. $1,500 to set up, then from $199/mo all in.
The problem
The numbers that run your business are scattered across QuickBooks, a CRM, and a calendar that don't talk — so getting one straight answer means opening five tabs and doing the math in your head.
What this looks like in practice
Take an Abbotsford fencing contractor running QuickBooks for invoicing, a CRM for leads, and Google Calendar for the crew schedule — roughly 25 active jobs at a time and a handful of overdue invoices they keep meaning to chase. To answer "what's owed and what's running late this week," the owner tends to flip between three apps on a Sunday night and still miss things. One dashboard that pulls from all three lets them type "show me overdue invoices over 30 days and any job booked but not started" and get the list straight away. How much time that saves depends on how messy the current spreadsheet habit is, but most owners in this spot are trading a recurring weekly scramble for a single question.
How it works
- 1
We connect to your QuickBooks, your CRM, Google Calendar, and Stripe with read access
- 2
We map your data so 'overdue,' 'behind,' and 'hot lead' mean what you mean
- 3
We build the hosted dashboard and a plain-English question box on top of it
- 4
We host it, include the AI usage in your monthly, and adjust as your business changes
What you get
- One hosted dashboard pulling live from invoicing, jobs, and leads
- A plain-English question box — ask, don't build reports
- Connections to QuickBooks, your CRM, Google Calendar, and Stripe
- Hosting and AI usage included in the flat monthly
Common questions
QuickBooks for invoicing, your existing CRM, Google Calendar for scheduling, and Stripe for payments. If you run a tool we haven't named, we confirm whether it has a connection before we start — most common small-business tools do.
Want this built for your business?
Tell us about your setup and we'll send a plan and a fixed quote within one business day.