A executive dashboard for a trades and home services business tackles one specific leak: the numbers that tell you whether the business is making money, jobs booked, work in progress, quotes out, invoices unpaid, revenue per tech, live in ServiceM8 or simPRO, in Xero, and in your head, and none of them line up. Pulling a true picture takes a night at the desk, so by the time you see cashflow is tight or a tech is unprofitable, it is already a problem. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the business is making money, jobs booked, work in progress, quotes out, invoices unpaid, revenue per tech, live in ServiceM8 or simPRO, in Xero, and in your head, and none of them line up. Pulling a true picture takes a night at the desk, so by the time you see cashflow is tight or a tech is unprofitable, it is already a problem.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a trades and home services business, and the system is built to close it. You can see the full picture of where a trades and home services business leaks margin on the trades and home services industry page.
A dashboard that pulls job and financial data from the systems you already run, your job management tool and your accounting package, and puts jobs booked, work in progress, quotes outstanding, invoices unpaid and revenue per tech on one screen, current. It shows which quotes are ageing without a follow-up, which invoices are overdue, and how each tech and job type is tracking, and lets you drill from the whole business into a single job. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop doing the numbers at night, because the current position of the business, jobs, quotes, cash and unpaid invoices, is on one screen pulled from the tools your team already uses.
Month three. By month three you are catching the problems early, an ageing quote, a slipping invoice, a tech running unprofitable, while there is still time to act, rather than discovering it when the bank balance tells you.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a trades and home services business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.