Trades Smart builds service companies an accurate monthly budget by department, then automates a weekly report, pulled straight from the CRM you already run, that shows which part of the business is short of plan, by how many dollars, and why.
The problem with month-end reporting
Most owners find out they missed budget three weeks after they missed it. By the time the P&L lands, the month is over and so is the chance to do anything about it. Your CRM is not short of data. What's missing is a number to hit and a report that tells you, while there's still month left, where the gap is coming from.
What we build
A budget people believe
Revenue and margin by department, built from your real capacity and your real pricing, not last year plus ten percent. It includes what each tech has to produce for the plan to hold. A budget nobody believes is worse than none, because missing it never leads to anything changing.
The handful of KPIs that move the month
- Booking rate: the share of real opportunity calls that turn into a job on the board. See what booking rate is and how to improve it.
- Average ticket by department and by tech.
- Close rate on estimates and replacement opportunities.
- Revenue per tech against what the budget needs from them.
- Margin by department, so you can see whether one is quietly funding another.
- Unsold estimate value: money already quoted and sitting in the CRM.
A weekly scoreboard that explains the gap
Where you are against plan, what moved, who's up, who's slipping, and the one or two things worth fixing this week. The gap is split by driver: booking rate, average ticket, unsold estimates, callbacks. It arrives on your phone the same way every week, without anyone pasting numbers into a spreadsheet.
The same numbers per person
You find out who's carrying the month and who's quietly slipping while there's still time to help them, and your managers get specific things to coach instead of "revenue is soft".
Built on the CRM you already have
The reporting reads from ServiceTitan, Housecall Pro, Jobber or whatever you run. Nothing to migrate and nobody to retrain. If the data is messy, cleaning up what the CRM records is part of the job, not something you have to fix before calling.
Common questions
What KPIs should an HVAC or plumbing company track?
Start with the few that explain the month: booking rate, average ticket, close rate, revenue per tech, margin by department and unsold estimate value. Each one should be set against a target from the budget, or it measures you against nothing.
We already have dashboards in our CRM. Why do we need this?
Dashboards show numbers. Most were never set against a budget, so they can't tell you how far off you are or why. The work is deciding what each number should be, then reporting the gap and its cause every week.
Does this work with ServiceTitan, Housecall Pro and Jobber?
Yes. The reporting sits on top of the CRM you already run, so there is nothing to switch.
We don't have a budget at all. Where do we start?
That's the usual starting point. We build the budget with you first, department by department, then set up the reporting against it.
Find out what's leaking.
One call, no pitch. We go through your booking rate, what's sitting unsold in your CRM and whether your pricebook is helping or hurting, and I'll tell you whether there's anything worth doing.