Accuracy Through Data: A Conversation with Wink Reports

We were recently invited to join Wink Reports for a conversation on one of the most important—and most overlooked—aspects of running a successful home service business: data accuracy.

In this episode of the Wink Webinars series, we explored how trade companies can stop second-guessing their numbers and start building a stronger business by treating data as an operational asset—not just a reporting tool.

Key Topics Covered

✔️ How to build data accuracy from the first customer call—not just in the reporting stage
✔️ Common CRM setup mistakes that hurt reporting (especially in ServiceTitan)
✔️ Strategies for auditing your data and identifying weak points
✔️ Using automation and exception reports to catch errors early
✔️ How to align the entire team—techs, CSRs, dispatchers, and accounting—around data
✔️ Turning dashboards into a tool for visibility, accountability, and team motivation

Why This Conversation Matters

If your reports aren't accurate, your decisions won't be either. This episode walks through what it really takes to build trustworthy, meaningful reports—from the way you configure your CRM to the way your team enters data every day.

We also discuss how business owners can uncover the story behind their numbers—looking beyond surface-level KPIs to see patterns, trends, and root causes. When done right, data becomes more than just metrics on a screen. It becomes your roadmap to profitability.

Who This Is For

• Home service business owners (HVAC, plumbing, electrical, etc.)

• Office managers, operations leaders, and dispatch teams

• Companies using ServiceTitan, Housecall Pro, FieldEdge, or similar CRMs

• Anyone frustrated by messy reports and looking to clean up their systems

Thanks to Wink Reports for hosting this important conversation.

If you're looking for help auditing your CRM setup, cleaning up your data, or turning reports into strategic tools, we’d love to help.
📩 Get in touch with us here to schedule a consultation.