There is a spreadsheet that runs your business. QuickBooks says one revenue figure, the CRM says another, the field app says a third. The same customer exists four times with four spellings. CTS cleans the data, picks a source of truth, connects the systems around it, and builds the reports you have been assembling by hand on Sunday night.
Four pieces of work, done in that order. Reporting on dirty data just produces confident-looking wrong answers, so the cleanup comes first.
We pull the customer, job, vendor and item lists out of every system you run, find the duplicates and near-duplicates, standardize names and addresses, and merge records with you approving anything ambiguous. The goal is a list a new hire could trust on day one.
Every kind of record gets exactly one home. Customers live in the CRM, money lives in QuickBooks, jobs live in the field app, and the other systems read from the owner instead of keeping their own copy. We map it, agree it with you, then wire the connections.
Once the data agrees with itself, the reports are the easy part. We build the handful of views you actually run the business from, refresh them on a schedule, and deliver them where you already look: email, Teams, a phone-friendly dashboard.
Clean data decays the week after you clean it unless something stops the mess from coming back. We put rules at the point of entry, run duplicate checks on a schedule, and send a short exception list so problems get fixed while they are still small.
Cash in, cash out, jobs sold, jobs completed, open estimates and crew hours for last week, pulled from QuickBooks and the field app and sitting in your inbox before you get to the shop. No one spends Sunday night building it.
Instead of someone remembering to run the aging report, overdue invoices get grouped by customer and age, and anything past the threshold you set shows up in a short list with the contact and the last touch. Tie it to reminders and the chase starts on its own.
Quoted versus actual on every job, with labor and material pulled from the systems that recorded them, grouped by crew lead. You find out which kinds of work make money and which crews need a conversation, with numbers instead of a hunch.
Trades examples are our bread and butter: see how this plays out for roofing contractors, HVAC contractors and landscaping contractors.
Usually not at first. Your data already lives in QuickBooks, a CRM and a field app; the problem is that they disagree. We pick a system of record for each kind of data and reconcile the rest to it. A small reporting database only shows up when no single system can answer the question you are asking.
No. They keep working, they just stop being the only copy. A spreadsheet doing real work gets connected to its source so it fills itself in. A spreadsheet that quietly became the master customer list gets its data moved into the system that should own it, and stays around as a view.
With rules, not reminders. Duplicate checks on new records, required fields at entry, a naming convention the software enforces, and a weekly exception list. Because we are an MSP, those rules are part of what we maintain, so the cleanup does not quietly undo itself.
Reports break when a laptop dies, a password resets, or a vendor changes a login. Our Managed IT team keeps the devices, accounts and network underneath your data healthy, so the reporting layer has something solid to stand on.
One retainer, one partner. We run your systems day to day and keep improving them: the same team that handles the help desk also maintains your reports, hygiene rules and integrations, and adds the next one when you are ready.
Start with the AI Readiness Scan. It includes a data quality check across your systems and a graded scorecard, so you know how bad the duplicates really are before anyone touches a record. Or book a free 30-minute call and bring the spreadsheet.