For owners with no single view of the business

Stop flying blind. See your whole business in one view.Leads in your CRM. Jobs in a calendar. Money in QuickBooks. The real picture? Nowhere. You run it on gut feel.

SNRG builds you one owner dashboard that pulls leads, jobs, and dollars onto a single live screen. No more logging into five tools and doing math in your head at 9pm. You open one page and you know exactly where the business stands. Built by an operator, not a software salesman.

17+ years, field to franchise, out of Bakersfield. No long lock-in, you own the data and the accounts.
Owner Dashboard / This month Live
New leads
0
this month
Jobs booked
0
on calendar
Revenue
$0
closed
Revenue, last 7 weeks$0
Lead to job, this monthwhere they drop
Leads
0
Quoted
0
Booked
0
The blind spots

Your numbers exist. They just live in five different places.

Nothing is broken on purpose. It is just scattered. Leads in one tool, the calendar in another, money in the books, and the rest in your head. So nobody ever sees the whole thing at once, and the questions that matter take an hour to answer. That gap is expensive: according to PwC, data-driven companies outperform their competitors by roughly 6 percent on profitability and 5 percent on productivity, and firms that actually use their numbers to decide are far more likely to hit their revenue goals. You cannot run on numbers you cannot see. Here is where the picture goes dark.

Where leads actually come from

You spend on ads and referrals, but you cannot say which one books real jobs. So you keep paying for all of it.

Lives in: the CRM, kind of

What is actually on the calendar

How many jobs are booked next week, and are the crews full or sitting? You find out the hard way, day of.

Lives in: a calendar app

The money, in real time

Cash in, cash out, who still owes you. The books tell you, a month late, after your bookkeeper closes them.

Lives in: QuickBooks

Whether this week beat last week

The single question every owner asks, and the one no tool answers, because no tool sees all three at once.

Lives in: your gut
Build your view

What would you see on one screen?

Drag in your own numbers. This is a preview of the single owner dashboard SNRG would build you, the tiles update live as you move the sliders. Same numbers you already have, finally in one place.

Your numbers

Pick where you are, then fine tune. The dashboard rebuilds live.
What size operation?
20600
5%40%
$150$5k
Your owner dashboard, preview
New leads
120
in the door this month
Jobs booked
17
at a 14% close rate
Revenue closed
$11,050
jobs times job value
Pipeline value
$78,000
every lead, if it closed
Revenue you can see at a glance, a year
$132,600
Honest math: leads times close rate times average job value, projected across 12 months. The presets sit on real industry benchmarks: home service close rates average about 8 percent and run 12 to 16 percent for high-intent inbound work (Estatehub 2026 home services benchmarks), and a typical service job runs roughly $300 to $900 (Home Service Hound 2025 average ticket data, HVAC near $320, plumbing near $315). Your real dashboard tracks the actual closed numbers, not a projection. This is just a preview of the view.
Build this for my business
How it works

Five tools, one screen. Here is the build.

You do not change how your business runs. We connect what you already use and surface it in one place, so you stop hunting and start seeing.

01

We connect your stack

Your CRM, your calendar, your phone system, your books. We pull from the tools you already run, no rip and replace, no new software to learn.

02

We build the one view

Leads in, jobs booked, money closed, plus the lead-to-job funnel and the trend line. The exact tiles an owner needs, nothing you do not.

03

It updates on its own

The numbers refresh themselves. Open it on your phone between jobs or on the laptop at night and the picture is already current.

04

It flags what slipped

Leads going cold, jobs that never got quoted, money sitting uncollected. The dashboard tells you before it becomes a problem.

Proof, not promises

What changes when you can finally see it.

One screenreplaces logging into five tools to answer one question
Minutesto know where the month stands, instead of an evening of math
You own itbuilt under your accounts, your data, no long lock-in

"Picture an owner running three crews who checked the CRM, the calendar, and the books separately every night. Put leads, jobs, and revenue on one screen and the nightly math just goes away. The first thing they say is, I did not realize how much I was guessing."

Illustrative, home services, owner-operated

"A contractor was sure his best lead source was referrals. One view tied leads to actual booked dollars, and his paid ads were quietly the bigger earner. He had been about to cut the wrong thing. Now he decides with the number in front of him."

Illustrative, trades and contracting

"The money tile was the unlock. Seeing cash in, cash out, and who still owes, live instead of a month late, changed how he ran the week. He stopped finding out about slow months after they already happened."

Illustrative, multi-location service business
No cost, no lock-in

Get a free visibility audit.

Fifteen minutes. Geoff maps where your numbers live right now, leads, jobs, and money, and shows you the exact one view that would tie them together. No pitch deck, no jargon, an operator who has run the business. If it is not worth building, we will tell you.

Where do we send it?Two quick things, then Geoff reaches out to set up the audit.
Send my free audit →
We build everything under your accounts. You own the data. No long contract.
Straight answers

What every owner asks first.

Do I have to switch off the tools I already use? +
No. That is the whole point. We connect to your CRM, your calendar, your phone, and your books and pull the numbers into one view. You keep running the business exactly how you run it now, you just finally see all of it in one place.
My data is a mess. Will this even work? +
It almost always is, and that is fine. The visibility audit starts by mapping where your numbers actually live and how clean they are. We build the dashboard around what you have, and where the data is messy we tell you straight and fix the source, not paper over it.
Is this just another report I will never open? +
No, because it is one screen, not a stack of reports, and it updates itself. Owners open it because it answers the question they ask every day in five seconds: how are we doing right now. If it is not that useful, it is not built right, and that is on us to fix.
How do I know it pays off? +
Most owners are already losing money to things they cannot see: dead ad spend, leads that go cold, jobs that never got quoted, money sitting uncollected. The dashboard surfaces those, and the audit puts your real numbers on it first so you decide with facts, not a sales pitch.
I am too busy to set up another system. +
Good, because this is done for you. We do the connecting and the building. The point is you do less hunting, not more setup. You open one page instead of five, and the rest of your night is yours.

Run your business with your eyes open.

One screen. Leads, jobs, and money, live. Get the free visibility audit and see your whole business in one view.

Get your free visibility audit