A daily operations report for home service companies.
Each night, Wilfred reviews the data from the systems you connect, such as your field service software and CRM. Each morning, on the schedule you set, you receive a plain-English summary of the previous day along with a note on anything outside the normal pattern.
One System begins with a 30-day free trial, and no credit card is required.
Northline completed 47 stops at 96 percent on time for $8,420. Cancellations doubled, with two on the West crew, so it may be worth reviewing them this morning.
James at Northline Home Services reviews the Tuesday report before the crews leave.
Northline Home Services receives this report at 5:58 AM, the time the company chose during setup.
The email is shown unedited. The notes in the margin describe each section.
Good morning, James. Northline completed 47 stops yesterday, 96 percent of them on time, for $8,420 in revenue. The East crew handled the most work with 18 stops.
| Crew | Stops | On time | Revenue |
|---|---|---|---|
| East | 18 | 98% | $3,180 |
| West | 15 | 93% | $2,640 |
| North | 14 | 96% | $2,600 |
The web app keeps every report, crew and question in one place.
Owners can review past days, compare crews, change delivery settings and ask Wilfred about any figure. The preview uses the same sample data as the email.
Wilfred reviews the day's operations overnight and reports before work begins.
Setup takes one afternoon. After that, the report is prepared and delivered automatically each morning.
The last job of the day is closed.
Crews have finished, and the field service software holds the complete record of the day.
Wilfred reads the day's data.
He reviews jobs, invoices, calls and other records from each connected platform, using read-only access.
He identifies exceptions.
Results are compared with the company's own baseline. Cancellations at twice the usual rate are flagged, while an ordinary slow day is not.
The report arrives by email.
Delivery follows the schedule each company sets, and owners can reply with questions.
Northline completed 47 stops yesterday, 96 percent on time, for $8,420 in revenue.
Wilfred works with the software you already use.
AccuLynx, FieldRoutes, GoHighLevel, HubSpot and JobNimbus are live, seven more platforms are in testing, and others can be built on request.
View all integrationsOne System is $400 a month and Unlimited is $1,200 a month.
One System begins with a 30-day trial and needs no card to start. Unlimited connects every system you run and adds the AI weekly audit.
View pricing“Does Wilfred ever write to my system?”
No. Access is read only, and your software remains the source of truth for every job and invoice.
Read the FAQFormat
The report is a standard email, so there is no new software to learn and nothing to install.
Access
Wilfred has read-only access. He reports what happened and never writes to your systems or contacts your customers.
Baseline
Every figure is compared with your own recent history, so an exception reflects your business rather than an industry average.
Start receiving your operations report.
30 days free. Cancel any time.