Frequently Asked Questions

One View is our service that brings your business systems together, keeps the numbers in sync, and runs AI tools built for your shop, right inside ChatGPT or Claude.

It's what you get after your AI Assessment. More about One View

We find out how ready your business is for AI, and where it would pay off most. We look at your systems, test how trustworthy your data is, and confirm we can connect everything. Then you get a written AI plan for your shop.

• Your AI readiness. Where your systems, data and team stand today, and what's holding you back from using AI with confidence.
• AI tools to build first. A suggested list for your shop, ranked by what each is worth, with who uses it and what it answers.
• What to fix in your data. Every mismatch from the last 12 months, priced in dollars, as a fix list for your bookkeeper.
• Who gets what. Access for each person on your team, by role, so everyone sees what they need and nothing they shouldn't.
• Timeline and price. What setup involves, how long it takes, and exactly what it costs to go live.

The 30-minute call is free.

The AI Assessment is $3,500, with a guarantee. If you sign up for One View within 30 days, $1,500 of it goes toward setting up One View and building your AI tools.

One View setup starts at $5,000, then $500 per month, month to month. That includes 1 user license, and you can add more people anytime.

If the AI Assessment doesn't find at least $10,000 in money you're owed, work never billed, or yearly savings, you don't pay for it.

Money you're owed and work never billed count at their dollar value. Yearly savings count hours saved at your loaded hourly rate, plus costs avoided and margin gained from repricing. Bookkeeping corrections that don't move cash, like a payment counted twice, are reported but don't count toward the total. The calculation is written into your agreement.

Most shops are live in 3–5 weeks. The AI Assessment takes 1–2 weeks, and setup takes 2–3 weeks after that.

About two hours in total: a 30-minute call, clicking “Allow” in each app, a one-hour findings review, and a 30-minute training with your team.

Yes. One View is month to month. Cancel anytime, and you can turn off our access in your apps yourself.

Yes. Everything is done remotely, so we work with shops nationwide. We're based in Phoenix.

Job software: Jobber, Housecall Pro, ServiceTitan, FieldEdge, Service Fusion, Workiz, FieldPulse, ServiceM8, Kickserv, Successware.

Accounting: QuickBooks Online, QuickBooks Desktop, Xero. QuickBooks Desktop connects through Intuit's Web Connector, a small tool installed on the computer that runs it. It has an extra setup fee.

Ask us. If we can read the data, we can usually connect it. The AI Assessment confirms that before you commit to setup.

No. You keep your job software and your books exactly as they are, and we connect to them online. QuickBooks Desktop is the one exception: it needs a small Intuit connector on the computer that runs it.

Most do, one way. They send invoices and payments into your books, but costs entered there, like payroll and overhead, never come back. And the sync can't tell you when the two systems disagree. We check both against each other.

No. That's usually where we start. The AI Assessment shows exactly what's off, and your bookkeeper can fix it.

No. We work alongside them, and they get their own access to One View. We find the problems; they fix them.

We flag mismatches. We don't certify or correct your books. Your bookkeeper does that.

Yes. Each person who uses One View needs their own ChatGPT or Claude subscription. You sign up and pay for it directly, and it isn't part of our price. During setup, we connect One View to each account.

Yes. Each person gets their own access. You see everything. Your bookkeeper sees the numbers you choose. Your operations team sees customers and jobs, but not profit or revenue. You decide who sees what, and you can change it anytime.

One View includes 1 user license. You can add more people anytime, and each one gets the access you choose.

About 30 minutes, during setup. If they can text a question, they can use it.

Every night. The morning brief is waiting each weekday, and anything you ask in ChatGPT or Claude uses the latest numbers.

Answers only use records that match across your systems. When something needs fixing first, One View says so instead of guessing, and it goes on your bookkeeper's fix list.

That isn't the goal. It takes the chasing and copying off their plate so they can handle more work and catch what's slipping through.

Your data lives in its own isolated data store in the US. It's never mixed with another customer's data.

It's encrypted in transit and at rest. Only named PGG staff can access it, using multi-factor sign-in, and every access is logged.

Only what's needed to answer each question someone asks, limited to what their role allows, in their own account. Your full data stays in your isolated store.

Not unless you allow it. One View is read-only. It never changes anything in your job software or your books until you flip the switch and allow it to, and you choose who can.

Over time, One View will be able to do things you ask, like schedule a visit or mark an invoice paid. Those actions stay off until you turn them on.

No. We never sell or share your data, and we never use it to train AI models.

Only after you've signed an agreement. We'll sign an NDA before the AI Assessment if you'd like one.

You can cut off our access yourself at any time from your software's settings, with no call needed. Ask us to delete your data and we'll do it within 30 days and confirm in writing.