Morgan watches the money. Casey watches for drift. Reed grades the front office and the field. Together they read your CRM, phone system and books every night and send one 7 AM email with what happened yesterday.
$297/mo standalone add-on · onboarding quoted separately
Three executives, one email
Reads your CRM and books every night, and pulls together the numbers you'd pay a part-time CFO for.
Watches every number for drift and flags it the same morning, not at month end.
Grades the front office and the field, and writes the one email you read before the trucks roll.
One screen
A 7 AM email that reads in a couple of minutes, a dashboard when you want to dig, and answers you can act on the same day.
Cash and debt position, A/R aging, billable invoices, average ticket and gross margin by trade. Every morning, no bookkeeper meeting.
CSR calls graded, callbacks owed listed by name, and the true booking rate, so you know the real number before you make a call about anyone.
Booking rate by campaign and real cost per booked job, not the cost per lead your ad platform likes to show you.
Flags when a number drifts: spend spikes, booking dips, margin slides and unbilled jobs, surfaced before they turn into a bad month.
How it works
We map your CRM, phone system and accounting so we know exactly what to connect, then quote onboarding.
Onboarding connects your CRM, phones and QuickBooks Online, and sets up your dashboard and tripwires.
The team reads everything overnight and sends one 7 AM email, with a monthly deep-dive and the dashboard any time.
Pricing
Month to month. Cancel any time after onboarding.
Straight answers
Yes. HSA Pulse is now run by the Executive team: the same owner's dashboard and 7 AM email, with Morgan, Casey and Reed each owning a part of it.
The raw number most phone systems report counts every call, including wrong numbers, vendors and existing customers checking on a job. Reed only counts the calls that could have booked, so you see how your CSRs really perform before you make a decision about anyone.
No. It gives you the daily view between their monthly closes, so you're not waiting until month end to find out something slipped.
Your CRM (ServiceTitan, Housecall Pro, Jobber or GoHighLevel), QuickBooks Online and your phone system. We confirm the exact setup on a short scoping call.
It's the deepest setup we do: it connects your CRM, phones and accounting. We scope it first so you get a real number instead of a guess.
No. The Executive team is a standalone add-on. Add it to any plan, or run it on its own.