PUNCHLIST
Founding Member Pricing$49.99/mo locked for 12 months·For our first shops — limited founding-member spots
For HVAC · Plumbing · Electrical contractors

Not another dashboard

A partner that learns your business.

PunchlistHQ™ connects your books and your field operations into one place, learns your business every week, and turns it into financial and market intelligence you can act on. On our top tiers, a real finance veteran works alongside it.

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What you get

One brain. Every angle on your business.

Intelligence that reads your operations, your books, and your market - and answers when you ask.

THE LIST
Three things to do today, written like a CFO.
Generated each morning from your financial and operational data - the most pressing customer, cash, and team issues to address before lunch.
INTEL
Live operational pulse with weekly plan and KPI tracking.
See your business in real time alongside the goals you set. Every metric tied to dollar impact, not just percentages.
MAP
The only competitive map for trades businesses.
See where your customers cluster, where competitors are running promos, and which neighborhoods are underserved. Marketing intelligence neither your accounting nor your scheduling software can give you.
BRIEF
Weekly synthesis - what happened, what changed, what to do.
Read it Monday morning. Anomaly detection surfaces the few things that shifted from your normal baseline before they become problems.
FINANCE
Industry benchmarks for every metric that matters.
See your numbers in context - typical bands for trades businesses, and valuation framing for owners thinking about exit. On the CFO Partner tier, a real finance veteran reviews them with you.
CHAT
Ask anything. It remembers everything.
"Why did callbacks double?" "Where should I run my next promo?" After a month it knows your business better than the consultants you’ve hired.
The Map

Draw a territory. Get an analyst's read on it.

Circle any part of your service area and, in seconds, get a plain-language briefing — the demographics, the competition, and a straight read on whether it's worth your marketing dollars.

Draw your own town and check it against forty years of driving those streets. When it's right about the ones you know, you can trust it on the ones you don't.

North Shore · 62% open
The list & the brief

Today's short list. This week's full read.

Every morning, the List hands you the two or three moves that matter most — the invoice slipping past due, the callback spike, the town you don't own yet.

Every Monday, the Brief steps back and reads the whole week — what changed from your baseline, what it cost, and why. Last week you flagged that callbacks doubled; this Monday's brief opened with the three jobs behind it and which tech ran each one. Most software wouldn't have remembered.

THE LISTTue · 6:40a
1
Chase the Hargrove invoice
41 days out — $2,400 of your slowest-paying quarter.
2
Callbacks doubled on Rivera's routes
3 jobs last week. Cost you roughly $1,800 in redo labor.
3
North Shore is wide open
62% of homes, none of them yours. Worth a promo.
Written like a CFO. Generated at dawn.
Why it's different
INTELLIGENCE THAT CROSSES SYSTEMS
Your accounting and field operations finally talk to each other. Discover patterns hidden between the two - like which customers pay slow after which technicians serve them. Every tier gets this.
A REAL CFO WHEN YOU WANT ONE
The intelligence works on its own at every tier. Step up to the CFO Partner tier and a finance veteran with a decade of experience works alongside it - the kind of guidance normally reserved for $50M+ companies. A premium upgrade, never a chatbot pretending.
A COMPETITIVE MAP, NOT JUST A DASHBOARD
See where competitors are running campaigns and where your customer base is concentrated. Marketing intelligence that no field service software offers.
Pricing

Five tiers. Pick what fits.

Software at the bottom. Fully embedded CFO at the top. Cancel anytime.

Founding Member
$49.99/mo
Locked 12 months, then rolls to Starter $99/mo
Limited founding-member spots
Full PunchlistHQ intelligence - the daily list, weekly briefing, map, and financial view. Software only; CFO services start on Pro.
Starter
$99/mo
Software only
Software only. Full PunchlistHQ access. No CFO services included.
Pro
$499/mo
Software + CFO-Lite
Software + CFO-Lite. One strategic interaction per week. Monthly P&L review supplied via email.
Business
$1,499/mo
Software + general support
Everything in Pro tier + general business, banking and growth support. Up to three strategic interactions per week, 24-hour response time.
CFO Partner
$3,499/mo
Fully embedded CFO
Software + fully embedded CFO. Weekly check-ins, custom forecasting, board prep, banking relationship support, growth management, and more. Unlimited email CFO interactions with quarterly in-person reviews.
How it works
STEP 1
Connect your financial and operations systems
Connect your financial and operational systems in about five minutes. Read-only access - your data stays where it is. The product takes it from there.
STEP 2
Cross-system intelligence from the first sync
The moment your financial and operational data connect, PunchlistHQ starts surfacing patterns neither system could see alone. The product learns your business from the first sync - not after weeks of training.
STEP 3
Grow on the intelligence — add a CFO when you are ready
Every tier runs on the same intelligence, working for you from day one. When you want a human in your corner, the CFO Partner tier adds a real finance veteran for a long-term partnership on the decisions that move the business forward.

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14-day free trial. No credit card required. Connect your business in 5 minutes, see real insights in 10.

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