Instant Edge connects a home-services company's tools — QuickBooks Online for the financials and Housecall Pro for the operations — into a single, always-current dashboard. No monthly exports, no spreadsheets. Owners see revenue, margins, per-truck performance, job mix, and lead sources the moment they log in.
Monthly P&L, gross and net margin, and per-truck profitability pulled live from QuickBooks Online.
Technician performance, job-type revenue, and lead-source attribution from Housecall Pro.
Read-only, secure API connections keep every number up to date automatically.
Targets and benchmarks tuned to the business, so owners know exactly where to push.
Instant Edge accesses connected accounts read-only and never sells or shares your data. See our Privacy Policy for details.