The same customer has three totals
The CRM, estimate records, and accounting system each show a different number.
Operational analytics / field service systems
I make field service data easier to trust and easier to use.
That might mean fixing a report nobody believes, joining records that live in separate systems, or building a small tool to replace hours of copy-and-paste work.
The friction
Most reporting problems start
before the dashboard.
A chart cannot help when the CRM and estimate system disagree, or when the report takes so long to assemble that nobody sees it until the next meeting.
The month closes before the report does
Someone spends hours cleaning and joining exports before the owner can review the numbers.
Staff bridge the systems by hand
Names, amounts, and statuses get copied from one screen to another because the tools do not share them.
Analytics services
Reporting people can
check and use.
I start with the decision the report needs to support. Then I trace each number back to its source and document anything that needs judgment.
01 / Diagnostic
Data Audit &
Starter Dashboard
Starting at $750Flat rate · One-time engagement
I review the CRM setup, identify records that will distort the numbers, agree on the core measures, and build a first dashboard.
- Data quality assessment
- Win/loss methodology
- Pipeline health snapshot
- One custom performance report
02 / Ongoing · Most popular
Monthly Reporting
Retainer
Starting at $400Per month · Ongoing engagement
Each month, I update the reporting your ownership team needs by rep, territory, and lead source.
- Monthly performance package
- Rep and territory analysis
- Lead-source reporting
- Trend and exception review
03 / Scoped
Project
Engagements
Starting at $1,500Per project · Scoped individually
For work with a defined finish line: migrations, historical imports, cross-system joins, and larger reporting builds.
- CRM migrations and imports
- Historical cleanup and backfill
- Multi-tab reporting systems
- Cross-system integration
Internal tools & software
I build the small tools
your team keeps asking for.
Sometimes the missing piece is a simple internal screen, an automatic handoff, or a connection between two systems you already pay for.
Scheduling, CRM, and accounting software each handle part of the job. The gaps show up in the office: a spreadsheet that has to be rebuilt, an inbox someone has to monitor, or the same information typed in twice.
Most of these projects start with someone saying, “Every Friday, I copy this into that.”
Discovery & fit checkFree
Small tools & automationsFrom $1,500
Production web applicationsFrom $4,000
Support & iterationFrom $300 / mo
01
Internal workflow tools
Replace repetitive spreadsheet and inbox work with a focused interface.
02
Data pipelines
Move, validate, and reshape information so the downstream report is trustworthy.
03
System integration
Connect the tools your team already uses and reduce double entry between them.
Web systems
A website should make it
easy to call you.
I build straightforward field service sites that work well on a phone and send quote requests to the people who handle them.
01
New site build
Mobile-first site, up to six pages, quote/contact flow, and one revision round.
From $1,200
02
Site refresh
Modernize the design, repair the structure, and improve mobile performance.
From $500
03
CRM lead integration
Route form submissions into the operational workflow without manual re-entry.
From $300
04
Hosting & maintenance
SSL, uptime monitoring, hosting, and content updates—or take the files anywhere.
From $75 / mo
Selected proof
One sales reporting project,
from source records to final report.
A regional field service company needed reliable rep-level sales reporting. I defined the win/loss methodology, joined CRM records with a separate estimate system, removed junk entries, and built a year-to-date performance view across 30 metrics.
Leadership could see pipeline value, conversion, rep performance, and the stages where deals were getting held up.
50.8%Measured win rate under a defined methodology
$347KQualified pipeline after data cleanup
$57KPipeline value that had not been tracked
137Qualified deals covered in the analysis
How the work moves
You can see how
the answer was built.
I document the question, where the data came from, and how the result was checked. That makes the work easier to review now and easier to maintain later.
Define
Write down the question, who needs the answer, and what they will do with it.
Connect
Find the source records, talk through the definitions, and flag the places where the data is weak.
Build
Make the report, integration, or internal tool that addresses the problem.
Check
Compare the result with known records, write down the method, and walk the team through it.
Fit check
I’m most useful when
the problem is specific.
My best projects are with small field service teams that can point to a report, handoff, or office task that is taking too much time or producing the wrong answer.
A good fit
- You have the records, but getting a reliable answer takes too long.
- Someone rebuilds the same report by hand every month.
- Staff copy the same information between systems.
- You want the method written down so your team can review it.
Not the work I do
- You need a full-service branding or ad agency.
- You want to commission a large platform before the requirements are clear.
- The method or source data cannot be reviewed.
- You are looking for a generic template with new colors and a logo.
Have a project in mind?
Tell me what your team
is still doing by hand.
A short email is enough. Tell me which system is involved, what someone has to do today, and what you wish happened instead.
Email Cole →