One page with the whole company on it, current every morning, and the repetitive work gone.
The weekly number takes somebody half a day to assemble from five systems, and it is describing last week by the time it lands. The same information gets typed into three tools. Procedures live in one person's head.
For one roofing company, Surge pulled five systems onto one page that refreshes every morning before the owner is awake. The half-day of copying is gone.
- The owner opens one page and knows how the company is doing, on a phone, before the day starts.
- Funnel, response time, and team conversion are measured the same way every week, so coaching is about numbers.
- Onboarding, document collection, and SOPs run on checklists software keeps instead of memory.
Six steps, and a person on the controls at step five.
Every Surge workflow runs the same shape: something triggers it, it qualifies or processes, it updates your system, it talks to the customer in your voice, it hands anything uncertain to a person, and it measures what changed.
- Owner dashboard across CRM, accounting, reviews, and call tracking, refreshed daily
- Weekly KPI report with a plain reading of what moved
- Lead-to-close funnel report by lead month
- Daily owner digest of yesterday's numbers and today's exceptions
- SOP drafted from a screen recording, edited and approved by the owner
- Employee onboarding sequence and document collection
- 01Trigger
A schedule fires or a record changes
Every morning for the dashboard; on the event for onboarding and documents.
- 02Qualify or process
Pull and normalize
Read each system, reconcile definitions, compute the numbers the owner actually watches.
- 03System update
Write it where it lives
Dashboard refreshed, tasks created, documents requested, SOP drafted.
- 04Customer communication
Deliver to the team
Owner gets the page or digest; staff get their tasks; new hires get their checklist.
- 05Human escalation
Flag what needs a person
Missing data, a number outside its range, a stalled onboarding step.
- 06Measurement
Spot-check
Every tile matches a source-of-truth check; where data is missing, the report says so.
- Reports state what the systems contain and where data is missing; nothing fills a gap with a guess
- Inbox triage drafts; a person sends
- Team reports are framed as capacity, never as headcount decisions
- A dashboard is only as honest as the data entry behind it; the first weeks usually surface fields nobody was filling in
- Multi-location rollups beyond a handful of locations are data engineering and are scoped after a technical review
- Legal and healthcare inboxes carry confidential content and need covered vendors or exclusion rules before any triage
$8,000 to $25,000
Two to three weeks
Most reporting and operations builds connect several systems and are multi-tool builds. A single report or SOP workflow is a single automation.
Full pricing →- Google Sheets
- QuickBooks Online
- JobNimbus
- HubSpot
- GoHighLevel
- Slack
- Gmail
- Notion
- Airtable
- n8n
- Make
Workflows
Do I need new software for this?
Usually not. The dashboard reads from what you already run and renders on a page or a report you already have access to. If something new is needed, it is in the scope with its monthly cost before you sign.
What if my systems will not connect?
The Roadmap call checks that first. Where an API does not exist, a scheduled export often does, and where neither does, the roadmap says so instead of quoting a build that would fail.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.