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Contractor Tools · Operator Guidance
Know what to fix next.
Every Monday, M360 reads the whole business and gives you one finding, the evidence behind it, and a play with an owner and a date. Behind the playbooks are people who have run trades companies.
How a finding works
Every finding shows its math.
- The pattern. What M360 noticed, and how sure it is.
- The evidence. The numbers behind it, over a stated period.
- The impact. An estimate with the formula written out.
- The play. What to do, who owns it, and when it gets re-measured.
An example finding
This is what lands on your desk Monday morning.
One finding, the evidence behind it, the math written out, and a play with an owner and a date. You can check every number yourself.
The sellers did not fill the install calendar.
The install crew had 13 sold days out of the last 20 workdays (65%).
(85% target − 65%) × 20 days × $9,574 per sold day × 12 = $459,534 a year
Sales and service techs own the next 10 sold install days. Work the aged-system list and the open estimates; techs flag replacement candidates and hand them off warm.
Sales + service manager
In two weeks
Example from M360 demo data.
Eight areas, read together
One constraint at a time.
A number on its own rarely tells you what to do. M360 reads these together and points to the one that matters most this week.
- Market & Demand
- Call Handling & Booking
- Dispatch & Capacity
- Execution & Sales
- Efficiency & Quality
- Financial Performance
- Scalability & Risk
- Reputation & Reviews
In every seat
Guidance where the work happens.
- Owner: the Monday brief and the findings.
- Office: a simple script and score on every call.
- Techs: six steps on every service call.
- Sales: coaching inside the selling tools.
People, too
Talk it through with an operator.
Operator Guidance gives you access to people who have run trades companies, to set up your numbers and work through the findings. Ask about it in your demo.