The product

The picture
you've been missing.

TrueRead is the operating view of the business — marketing, sales, jobs, and books, reconciled and ready, before the first cup of coffee.

01 · Marketing

Which channels actually produce profitable jobs.

Lead-source costs reconciled against jobs that booked, jobs that closed, and jobs that paid. The unit is dollars per booked job — not dollars per lead.

  • 01Cut the channel that fills the funnel but never closes
  • 02Double down on the source quietly producing in the background
  • 03Stop arguing with the agency about "leads"
Marketing source · trailing 30 days
Cost per booked job · sorted ascending
Period ▾ · Trade: All ▾
SourceSpendLeadsBooked% close$ / job
Google LSA$ 12,480761824%$ 693
Referral$ 0241667%$ 0
Direct mail$ 18,200421126%$ 1,654
Door-to-door$ 9,10031929%$ 1,011
Facebook$ 8,6405847%$ 2,160
02 · Sales

Pipeline, conversion, cost per booked job.

Every quote, every estimate, every sit. By rep, by trade, by source. The conversion drag is named, not guessed.

  • 01See which rep books on price and which rep books on trust
  • 02Find the estimate-to-sit gap that's costing two jobs a week
  • 03Reprice the trades where your win rate is suspiciously high
Sales · trailing 30 days
By rep · sit → bid → booked
All trades ▾
M. Reyes
28 sits · 21 bid · 14 sold
50%
K. Davila
19 sits · 15 bid · 12 sold
63%
J. McCabe
22 sits · 19 bid · 7 sold
32%
T. O'Hara
24 sits · 16 bid · 5 sold
21%
Cost per booked job, blended$ 1,184 +4.1% vs prior 30d
03 · Jobs

Estimated vs. actual, crew hours, materials.

From the day the job opens to the day it closes, the numbers in the field stay next to the numbers the bid promised. No reconstructions at month-end.

  • 01Catch the job that's 60% complete and 90% spent — in week one
  • 02Hold the foreman conversation with the labor variance on the table
  • 03Sign off jobs when the data agrees, not when the calendar does
Jobs · bid vs. actual margin
Active book · top 5 by exposure
This month ▾
#4408
Vinland Ave.
closed
36.4% / 38.0
#4412
Hartmann res.
in progress
24.8% / 31.0
#4419
Belmont church
in progress
29.1% / 28.5
#4422
Oak Hill HOA
closed
33.6% / 34.0
04 · Billing & collections

Receivables aging, days-to-collect, largest overdue.

Not a finance report. A short list of accounts and amounts, ranked by what's costing you the most cash, and old enough that calling matters.

  • 01Walk into Monday with five calls, not five reports
  • 02Watch days-to-collect drift down a week at a time
  • 03Stop financing your customers' working capital
Receivables · open AR by age
Total open · $ 794,984 across 37 accounts
Days-to-collect · 41.2
$482k
0–30
$188k
31–60
$84k
61–90
$40k
> 90
Calls to make · ranked by drag on cash
McMurray Drug Mart
$ 28,400
112 days
Brennan Holdings
$ 19,210
94 days
Lakeland Senior Living
$ 14,820
78 days
Integrations

It reads from what you already run.

TrueRead does not replace your CRM. It reads them — read-only — reconciles them, and shows you the picture none of them can show alone.

Sales CRM
GoHighLevelJobNimbus
Production CRM
LeapAccuLynxJobNimbus
Attribution
WhatConverts
Call tracking
CallRail
More coming
Google AdsQuickBooks& more on the roadmap

Read-only. TrueRead never writes, modifies, or deletes data in your systems.

Run your business on what's actually there.

Request a demo →