Eight shortcuts, sketched out.
Dashboards and tools we could build for different kinds of small businesses — the shape of a workable thing for whoever's at the desk on Monday morning.
Friday rollup, ready by 5.
The end-of-week timesheet wrangle — gathered, aggregated by attorney and client, ready for partner review by 5pm Friday. The same shape your billing partner already mentally builds — just done already.
- Pulls live from your time-tracker (Clio, MyCase, BillingTracker)
- Aggregates by attorney, by client, billable vs. non-billable
- Flags entries that look off (gaps, overlaps, missing client codes)
- Exports to your billing system with one click
| Attorney | Total hrs | Billable | Top client | % Bill |
|---|---|---|---|---|
| ABAttorney A | 38.5 | 32.0 | Sample client #1 | 83% |
| CDAttorney B | 41.2 | 38.4 | Sample client #2 | 93% |
| EFAttorney C | 36.0 | 30.5 | Sample client #3 | 85% |
| GHAttorney D | 42.0 | 39.1 | Sample client #1 | 93% |
Monday morning, one screen.
Instead of three tabs open in the PMS, the insurance portal, and the recall list — one screen at 8:30am shows the day, the week, and what needs attention. The same view the front desk already runs in their head.
- Today's schedule, by chair, with insurance status pre-flagged
- Open slots highlighted, recall candidates suggested
- Follow-ups due today, listed with last contact
- Quick-jump links into the patient's chart
Today's dispatch, live.
No more "where's my tech?" calls. Real-time view of who's where, what's done, what's next — pulled from your existing GPS / job system, served on one screen the dispatcher actually wants.
- Live tech locations + ETA to next stop
- Drag-to-reassign jobs between time slots
- Customer gets a text when the tech is on the way
- Parts pulled from inventory at job close
Scheduled 4
In progress 2
Complete 5
Friday afternoon, the week summarized.
A clean email lands in the owner's inbox at 4pm Friday. Everything that matters about the week — no spreadsheet wrangling, no logging into three systems. Built around the questions the owner actually asks.
- Revenue this week vs. last (with the small chart you'd expect)
- Jobs completed, pending, slipped — by tech or by area
- Payroll-ready hours, flagged for any timesheet weirdness
- One paragraph of "anything that needs your attention"
Quick numbers
Worth your attention
Two jobs slipped to next week (parts wait). Payroll ready — one timesheet has a 14-hr Thursday entry worth a glance before Monday.
Renewals, owned by something other than memory.
License renewals, insurance audits, regulatory checks — everything with a deadline, tracked in one place. The sticky-note items finally have a home.
- All renewals in one calendar (state, federal, insurance, professional)
- Reminders 90 / 60 / 30 days out — by email or text
- Document checklist per renewal (what to gather, what to file)
- History of past renewals + filed documents
-
Nov 22
15 daysState professional license — renewal
-
Dec 14
37 daysGeneral liability insurance — annual
-
Jan 08
62 daysOSHA training records — annual file
-
Feb 21
+3 moWorkers' comp policy — renewal
-
Apr 30
+5 moBusiness license — city renewal
End-of-day, every location, reconciled.
Each location's tickets, cash and billings line up on their own by 6pm. Discrepancies surface immediately — not when the bookkeeper finds them three weeks later.
- Job tickets checked against billings every evening
- Cash count vs. system tally — flags differences over $5
- Daily P&L by location (revenue, costs, margin)
- One-tap escalate when something needs the owner's eyes
Morning open, in one place.
The clipboard prep list and the supplier reorder Post-its end up on one screen. By the time the owner unlocks the door, it's already filled in — what's done, what's left, what to reorder before the lunch rush.
- Today's prep status — what's done, what's left, who did it
- Low-stock supplier alerts with one-tap reorders
- Yesterday's numbers vs. today's forecast
- End-of-day cash count rolls into the open-of-day brief
Inventory that knows itself.
The shop-floor count, the back-room count, and the online store count finally know about each other. Sell one in store and the website's quantity drops. Receive a shipment and the front-shelf alert clears. No more "I thought we had three of those."
- Real-time stock sync — POS, online store, back room
- Low-stock alerts per item, with reorder suggestions
- Best sellers and slow movers, side by side
- One-tap vendor order forms, pre-filled
| Item | In store | Online | Status |
|---|---|---|---|
Sample item — soy candle, neroli SKU 0042 · 8oz |
14 | 14 | Synced |
Sample item — linen tea towel set SKU 0118 · natural |
3 | 3 | Low stock |
Sample item — ceramic mug, charcoal SKU 0073 · 12oz |
0 | 0 | Reorder due |
Sample item — walnut cutting board SKU 0021 · medium |
22 | 22 | Synced |
Yours would look different.
None of these is what we'd build for you — your shop has its own shape. The first conversation is about finding the spot that's actually worth shortening.
Every email is read and answered by Jesse.