Mike Andes' team built a health score system that pulls financial and operational data from QuickBooks and HomeWorks to flag struggling locations months before problems hit the P&L. Instead of reacting to crises, they now coach owners with dashboards and data before cash flow falls apart.
If I don't have any estimates going out or it's declining, that's going to show up 3 or 4 or 5 months down the road on the profit and loss statement. I don't wanna wait for it to show up when I have no money in the bank. I wanna nip it in the bud when we're slightly going off track very early on. Now we have a dashboard that aggregates all of this data from QuickBooks, from HomeWorks, and from our internal systems. Nick, our owner success manager, has built software on the backend that pulls all these numbers together and creates a health score for every single location. Instead of guessing who needs help, you know, and instead of reacting, we're prescriptive. We reach out before things break. And this is why coaching is so important. Having coaching, having data, having dashboards allows me to triage far in advance of a problem happening inside the business.
