One View
Your business, in one view.Answered right in ChatGPT.
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 the product you get after your AI Assessment. Live in about 3–5 weeks from your first call. $500 per month, month to month, includes 1 user license.
Three parts, working together
- 1Your data, together and in sync
We connect your job software and your books, read-only, and check each against the other every night. Every number One View gives you comes from records that match.
- 2AI tools built for your shop
Tools for the questions your shop actually asks: quotes going cold, who owes you, which jobs make money. We reuse what works, so you're not paying to reinvent it.
- 3Right inside ChatGPT or Claude
Each person on your team asks in their own ChatGPT or Claude account and gets answers from your data, limited to what their role allows.
Job software
Jobber, Housecall Pro, ServiceTitan…
Your books
QuickBooks Online, QuickBooks Desktop, Xero
- 1Bring it togetherOne copy of your jobs, invoices, payments and customers
- 2Keep it in syncEach system checked against the other, every night
- 3Your AI toolsCustom tools for your shop, plus who-sees-what rules
- MMike · Owner
- LLinda · Bookkeeper
- RRosa · Office manager
Ask a question. Get your own numbers back.
Not a generic answer from the internet: an answer from your jobs, your invoices and your customers, the same morning. Try it in the demo on the homepage.
- Which bids did we lose this month?Five bids, $27,300. Three went quiet after one follow-up.
- Who on tomorrow's schedule still owes us?Three customers: Okafor $860, Delgado $410, Brennan $295.
- What doesn't match between our systems?23 invoices ($18,979) never reached the books. Sent to Linda.
Sample shop. Names and numbers are fictional.
AI tools we often build
Your AI Assessment suggests which tools to build first for your shop, ranked by what they're worth. More can be added anytime.
- Morning briefOwnerWhat changed overnight and the top three things to act on, in dollars.
- Quote follow-up finderOwner, officeQuotes going cold, ranked by value, with who to call first.
- Collections helperOffice, bookkeeperWho owes money, how late, and who's on the schedule soon.
- Mismatch fix listBookkeeperEvery place your job software and your books disagree, with the dollar amount.
- Job profit trackerOwner, bookkeeperTrue margin by job type, from records that match.
- Customer lookupOfficeAny customer's history, open quotes, visits and balance, in one answer.
- Cash forecastOwnerWhether cash will be tight in the next 30 days, and what would fix it.
- Lost-bid reviewOwnerWhich bids you lost, how much they were worth, and what they have in common.
- Price checkOwnerJob types that are busy but underpriced, compared with your best work.
- Tech scorecardOwnerClose rates, callbacks and revenue per visit, by tech.
- Unbilled work finderBookkeeper, officeJobs marked complete with no invoice behind them.
- Deposit matcherBookkeeperDeposits that don't match their invoices, like card fees taken out first.
- Receivables agingBookkeeperWhat's owed, split by 30, 60 and 90+ days, with the biggest balances first.
- Schedule prepOfficeTomorrow's visits with customer notes, open quotes and balances due.
- Renewals dueOfficeMaintenance plans and memberships coming up for renewal this month.
- Follow-up draftsOfficeReady-to-send messages for stale quotes and late payers. You review and send them.
One View for your whole team
Everyone gets the answers they need for their job, and nobody sees what they shouldn't.
SeesEverything.
- “Which bids did we lose this month?”
- “Which quotes never got a follow-up?”
- “Where are we leaving money on the table?”
GetsThe morning brief, every weekday.
SeesThe numbers and calculations you choose.
- “What doesn't match between our systems?”
- “What's our receivables aging?”
- “What's our margin by job type?”
GetsA daily list of what to fix.
SeesCustomers and jobs. No profit or revenue.
- “When did we last service the Ramirez house?”
- “Who on tomorrow's schedule still owes us?”
- “Any open quotes for this customer?”
GetsCustomer answers on the go.
You decide who sees what.
| Who | Customers and jobs | Quotes | Invoices and payments | Profit and margins | Revenue and cash |
|---|---|---|---|---|---|
| Mike · Owner | ✓ | ✓ | ✓ | ✓ | ✓ |
| Linda · Bookkeeper | ✓ | ✓ | ✓ | ✓ | Your choice |
| Rosa · Office manager | ✓ | ✓ | What's owed | 🔒 | 🔒 |
Read-only until you flip the switch.
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.
Updated every night
Your numbers refresh overnight, and the owner's morning brief is ready each weekday. See a sample brief.
Your apps stay the same
Nothing to switch and nothing to install. See how setup works.
The systems One View connects
Works with Jobber, Housecall Pro, ServiceTitan, FieldEdge, Service Fusion, Workiz, FieldPulse, ServiceM8, Kickserv, Successware for your jobs, and QuickBooks Online, QuickBooks Desktop, Xero for your books. Use something else? Ask us.
See what One View would show your shop
Book 30 minutes with Jared. We'll look at the apps you use and suggest the AI tools worth building first.
Jared Stauffer, founder
20-year CTO · 3 companies founded and sold · Phoenix