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DAILY & WEEKLY OPS

Weekly Ops Readiness Brief

Pulls the next 7–14 days and flags what's at risk: unconfirmed appointments, unsigned agreements, unpaid jobs, and missing contact info. Then it hands you a prioritized checklist with the phone numbers attached.

DAILY & WEEKLY OPS

Daily Inspector Prep Brief

A personalized brief for each inspector the evening before: lays out every job in order, with property details, client and agent contacts, and an equipment checklist built from that day's service mix.

AGENT RELATIONSHIPS

Lapsed Agent Reactivation

Finds the agents who used to send you business and stopped, ranked by what the relationship was worth, with an email and call script drafted for each top target.

AGENT RELATIONSHIPS

Agent Portfolio Scorecard

Your whole book of agent relationships at a glance: who your VIPs are, who's rising or fading, how concentrated your revenue is, and who deserves a touchpoint this month.

REVENUE & GROWTH

Revenue Pace & Forecast Tracker

Answers "how is this month actually going, and where will we land?" It combines month-to-date revenue, forward pipeline, and booking pace into a floor, base, and stretch forecast.

REVENUE & GROWTH

Add-On Attach Rate Optimizer

Measures how often radon, sewer scope, termite, thermal, pool, and water testing attach to your core inspections, broken out by inspector, agent, and area, and frames the gap in dollars.

REVENUE & GROWTH

Cancellation Forensics & Recapture

Quantifies lost revenue from cancellations, finds the patterns, and builds a recapture list of recently canceled clients whose need probably survived, with a check-in drafted for each.

REVENUE & GROWTH

Past-Client Annual Check-Up Mining

Finds clients whose inspection was about a year ago and drafts warm outreach referencing their actual home and inspection date. A monthly stream of re-engagement at almost no cost.

REVENUE & GROWTH

Marketing Attribution Report

Shows which referral sources and discount codes actually produce bookings and revenue, and scores how much of your business is untracked before you move a marketing dollar.

INSPECTOR PERFORMANCE

Inspector Utilization Scorecard

Compares inspectors fairly on volume, revenue, average ticket, attach rate, and calendar density while controlling for job mix. Framed as coaching, not a leaderboard.

INSPECTOR PERFORMANCE

Service Area & ZIP Analysis

Shows where your business actually comes from on the map, how concentrated your territory is, and which nearby ZIPs have little or no current volume.

MULTI-LOCATION

Multi-Location Performance Rollup

Your whole multi-location business in one view: revenue, volume, and pipeline across every location, benchmarked on rates so the comparison is fair regardless of size.

MULTI-LOCATION

Cross-Instance Agent Network

Reveals agent relationships no single account can see: who works with more than one of your locations, what they're worth company-wide, and who lapsed at one office but is active at another.

MULTI-LOCATION

Cross-Business-Line Cross-Sell Miner

For companies running inspections, pest, commercial, or handyman on separate accounts. Finds customers of one line who've never used another, with outreach ready to send.