OptiqOS connects QuickBooks, Google Ads, your CRM, and 60+ platforms — then shows you exactly where money is coming in, leaking out, and waiting to be captured.
No credit card. No long-term contract. Setup in 15 minutes.
Sound familiar?
Most home services businesses have all the data they need. It's scattered across six tools that never talk to each other.
QuickBooks knows revenue. Google Ads knows spend. Your CRM knows leads. Nobody knows how it connects — including you.
Your team exports CSVs, pastes into spreadsheets, and builds charts manually. By the time it's done, the week is over.
The slow month, the leaky campaign, the tech that stopped converting — you find out after the damage is done.
The OptiqOS Method
We handle the entire pipeline — from connecting your accounts to surfacing insights that drive action.
One-click OAuth into QuickBooks, Google Ads, GBP, your CRM, Meta, and 60+ more. Clients authorize in under 15 minutes.
We pull your data daily — jobs, invoices, calls, clicks, leads — and store it securely in a structured warehouse.
Raw numbers become clean, enriched, cross-referenced intelligence. CAC, LTV, margin by job type — calculated automatically.
Live dashboards built for operators. No BI degree required. See what's working, what's wasting money, and what to do next.
Push insight back into your CRM. Auto-tag leads. Fire automations. Close the loop between data and the decision that matters.
Connects with the tools you already use
Built for operators
Running $1M–$10M service businesses that are growing fast but still reporting out of spreadsheets. You know you have a data problem. OptiqOS fixes it.
Multi-location operators who need consistent reporting across territories without a dedicated data team at every location.
Accountants, fractional CFOs, and marketing agencies serving home services clients who want to deliver data-backed advisory at scale.
See it in action
The moment you sign a client, you send them a magic link. They click it — no password, no account creation — and they're straight into connecting their tools.
Try it right now
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Up and running fast
No consultants required, no months-long implementation, no technical staff. If you can click a button, you can connect your data.
What you'll see on day one
Free. No obligation.
We'll connect your accounts, analyze your data, and tell you exactly what's working, what's wasting money, and what you're missing. No cost, no commitment.