The Intelligence Brief — September 2026 | Issue 006
September was a big one: STELLA’s full Ledger, the Database Manager and custom reporting, a new B2B lead generation model,…
Read →Strategy, analysis, and practical thinking on running a smarter service business. Written by the people building the platform.
How-To & ResourcesLearn how to set up automated dispatch rules in OLIVER so jobs route to the right technician by skill, location,…
September was a big one: STELLA’s full Ledger, the Database Manager and custom reporting, a new B2B lead generation model,…
A custom report is only useful if you actually know how to read it. Here's a step-by-step approach that works…
Small businesses are the primary target of cyberattacks, not an afterthought — 43% of all cyberattacks are aimed at small…
"Automation" and "AI agent" get used almost interchangeably in software marketing right now, and the difference between them is bigger…
Most service businesses say yes to almost every job that comes in, because turning down work feels like turning down…
Recurring jobs — lawn care, pest control, regular maintenance visits — shouldn't require rebuilding the same job from scratch every…
"Custom reporting" gets thrown around as a software feature so often that it's lost most of its meaning. Here's what…
Research mining more than 20,000 real strategic plans found that 84.5% of strategic projects never actually reach completion — only…
"Should we build this custom or buy something off the shelf?" is a question most small businesses answer with a…
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