Save hours every week
Stop wrestling with spreadsheets. Get the numbers you need automatically, so you can focus on running your business.
Total Progress
22%
Performance Summary
Goals & Actuals Tracking
Set profit goals and track actual performance on autopilot with data updates every hour. See right away if you're on track or falling behind.
Hourly Rate Calculator
Break-Even Rate
$300.23/hr
Recommended Price
$338.47/hr
Your Actual Rate
$250.27/hr
Based on your actual jobs data (using 40% markup)
Financial Reports
Pull your P&L and Balance Sheet with one click. Instantly see if your pricing covers costs and get clear guidance on what to fix.
Achievements
Revenue exceeded target by 8% (+$12,400)
Opportunities
Tech productivity at 68% — target is 75%
Warnings
3 invoices overdue (>30 days): $8,450
Weekly Insights
Get a weekly snapshot of what matters—technician productivity, callbacks, accounts receivable, and more. Know exactly where to focus to protect your profits.
Achieve profit goals with confidence
Get a clear roadmap with specific actions, personalized timeline, and AI guidance to hit your targets.
Directions
Improvement Levers
Choose from 34+ proven actions across 5 directions—Revenue, Sales, Profitability, Cashflow, and Marketing. Each lever shows clear ROI so you know exactly what to prioritize.
Timeline
Weeks
9
Effort
29d
Capacity
21%
Personalized Timeline
Get a weekly schedule tailored to your business, availability, and priorities. Always know what to work on each week to stay on track.
Hero AI
Your AI assistant for implementing levers
I analyzed your job history. Here's what I found:
Job Mix (50 recent jobs):
- • Service calls: ~85%
- • Installations: ~15%
What should I focus on first?
Based on your callback rate of 12%, I recommend starting with "Reduce Callbacks"...
AI-Powered Guidance
Work with specialized AI agents trained on industry best practices. They know your data, your software, and guide you step-by-step through each improvement.
Real Results from Business Owners Like You
Our customers see measurable improvements within first months
Avg. monthly net profit increase
Monthly cashflow improvement
Saved per month on data analysis
Saved per year
From signup to profit action in one day
Lightning-speed onboarding. No spreadsheets. No complex setup.
Complete guided onboarding
Your goals, actuals and personalized profit roadmap are ready
Start your first improvement
What Business Owners Say
Trusted by trade professionals across the country
ProfitHero is my ace in the hole. While my CRM doesn’t put any thought into my business, ProfitHero not only shows me where I should be to succeed, but also guides me on how to get there. Levers are how it does it. They help me break down what to do to achieve my goals and implement each action. It is like having a smart employee always on.
Josh O'Dell
Owner at O'Dell's Heating and Air
I work in Service Titan every day. I know I have the data at my fingertips, but aggregating it all, reviewing it, and summarizing it for my partner is time-consuming. ProfitHero provides weekly and monthly insights that are effective and actionable. It's like having an angel on your shoulder whispering the right things to do/focus on in your ear.
Jose Rey
Owner at Oceanview Heating and Air
Questions about
ProfitHero?
Everything you need to know about getting started, supported systems, and how it all works.