Transform Your Service Business Data Into Actionable Insights
Connect your Jobber or QuickBooks account and unlock powerful analytics with AI-driven recommendations. Make smarter decisions in minutes, not hours.
Running a Service Business Shouldn't Feel Like Flying Blind
Spreadsheets scattered everywhere
No clear picture of profitability per job
Cash flow surprises that shouldn't be surprises
Hours spent compiling reports manually
Missing opportunities to optimize pricing and retention
See Perspectrics in Action
Watch how our AI-powered analytics transform your service business data
Everything You Need to Grow Your Business
Revenue Analytics
Track revenue performance and growth trends
Analyze revenue by job type and service category
Monitor average revenue per work item
Visual trend analysis over time
Profit Optimization
Calculate profit margins per job automatically
Identify most and least profitable services
Break down costs by service type
Spot low-margin jobs before they hurt your bottom line
Client Retention Intelligence
Track customer loyalty and lifetime value
Monitor retention rates over time
Identify at-risk customers before they churn
Analyze retention by service type
Quote Efficiency
Monitor quote conversion and win rates
Track sales funnel performance
Analyze win rates by service type
Optimize your pricing strategy
Cash Flow Forecasting
30-day cash flow predictions
Scenario analysis and planning
Working capital trend monitoring
Risk alerts for cash shortfalls
Accounts Receivable
Track outstanding invoices in real-time
Aging bucket analysis
Collection rate monitoring
Automated payment alerts
Expense Management
Budget vs. actual tracking
Expense category analysis
Cost optimization recommendations
Monthly trend monitoring
Workforce Utilization
Track team performance and productivity
Overtime analysis
Skill-based utilization insights
Staffing recommendations
Your AI Business Analyst, Available 24/7
Ask natural questions about your business data and get instant answers with supporting charts and tables.
Which service types are most profitable this quarter?
Show me customers at risk of churning
What's my cash position for next month?
Which technicians are most productive?
From Connection to Insights in Minutes
Connect Your Data
Link Jobber or QuickBooks securely. Upload CSV/Excel for custom data. One-time setup, daily syncing.
Automated Analysis
AI processes your data automatically and generates daily insights with real-time updates.
Make Better Decisions
Clear dashboards, export PDFs/CSVs, and ask your AI assistant anything.
Works With The Tools You Already Use
Jobber
Full sync of jobs, invoices, quotes, clients, and timesheets
Automatic daily sync
OAuth secure connection
Real-time sync on demand
Historical import
QuickBooks
Complete financial data integration and transaction history
Automatic daily sync
Secure OAuth connection
Manual sync option
Multi-entity support
Coming Soon
ServiceTitan
Coming soon
Integration development in progress
Housecall Pro
Coming soon
Integration development in progress
ServiceM8
Coming soon
Integration development in progress
Zapier (connect 5,000+ apps)
Coming soon
Integration development in progress
Need another integration? Contact us for custom solutions.
Trusted by Growing Service Businesses
John Doe
Something, Hypersoft
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Plans That Grow With Your Business
Free
Start with core analytics
Plus Plan
Advanced forecasting and AI insights
Custom Enterprise
Dedicated support and custom integrations
Ready to Stop Guessing and Start Growing?
Join service businesses making smarter decisions with Perspectrics.
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