See exactly where your trade business is leaking money.
We plug into the software you already use and turn it into one live dashboard showing your real numbers, today — and the dollars slipping through the cracks.
Free · about 60 seconds · see how you stack up against similar trade businesses
Trusted by 100+ Australian trade businessesElectricians, plumbers, HVAC & refrigeration and more
The average trade business leaks $250K a year.
Most owners never see it.
It's not because they're bad operators. The numbers exist — they're just spread across four systems that don't talk to each other, and none of them tell you what to do about it. Job software is built to run the work, not to report on it. So the money leaks out quietly.
Find out how much of that is yours. The Free Data Audit takes about 60 seconds and shows you the number.
Free Data Audit: what's your trade business?
Tap your trade to start. We'll compare you to similar Australian trade businesses and show how much you could be leaving on the table every year.
Your systems in. One live screen out.
We connect the tools you already pay for and do all the heavy lifting. You keep running your business the way you do now — same software, same accountant, same process.
ServiceM8XeroAroFloSimproGoHighLevelMYOBGoogle AdsMeta Ads…plus Fergus, Ascora, HubSpot, Pipedrive, Podium, BrightHR, Buildxact and more. Running something else? We've built connectors for most of it.
- Revenue, margin and jobs — live
- Quotes, variations and debtors
- Your numbers vs similar trade businesses
- Monthly report + cash-flow projections
- Ad spend next to the jobs it actually won
- Custom metrics for how you run
See what CGX actually does
Cam walks through the problem, what's hiding in a typical trade business's numbers, and what the dashboard looks like once it's connected.
It's not just a dashboard.
Four things in one portal, updating on their own — built around how your business actually runs. Scroll down and see them all.
Live dashboards
Revenue, jobs, quotes, margins and techs — straight from the systems you already run. No spreadsheets, no data entry, no waiting on the bookkeeper.
- Built around your trade, not a generic template
- Margin per job, per tech, per type of work
- Works on the phone, on site
Monthly business report
A plain-English read on your P&L: what's working, what's slipping, and where the money is leaking — written against your real numbers, not a generic benchmark.
- Month-on-month and year-on-year
- Margins measured against industry benchmarks
- Export to CSV for your accountant
Cash-flow projections
What's landing in the next 30, 90 and 180 days, based on who actually pays you and when. Know before you commit to the ute, the hire, or the job.
- Three scenarios: expected, slow-paying, strong month
- Flags the week cash gets tight, before it does
- Built from live invoices, bills and bank balance
Support that answers
Message our team from inside the portal. Real people who know your build — not a ticket queue that takes four days to say "have you tried refreshing".
- Ask for a new metric and we build it
- Usually answered the same day
- Your whole team can have a login
See how you stack up against similar trade businesses.
Your numbers sit next to what comparable Australian trade businesses typically do — gross margin, net margin, revenue per head — so you can see in seconds where you're ahead, and where you're giving money away.
Have a proper look. This is the real thing.
An actual CGX portal, running right now on a sample trade business. The same thing our clients open every morning. No form, no email — click straight in and have a play.
It's built for a desktop screen, but you can still open it on your phone.
Open the live dashboardA sparkie and a plumber don't leak money the same way.
Same portal, different build. The numbers that matter to an electrician aren't the ones that matter to a plumber or a refrigeration business — so your dashboards are built around your trade.
Electrical
The leaks we usually find in electrical businesses.
- Quote-to-win rate by estimator
- Job margin after materials and labour
- Variations captured vs done for free
- Tech hours billed vs paid
- Maintenance contract profitability
- Open quotes and how old they are
Plumbing
The leaks we usually find in plumbing businesses.
- Call-out to completed-job conversion
- Emergency vs scheduled revenue mix
- Average job value by type
- Debtors — and who's actually paying
- Van stock burn per job
- Margin per plumber, per job type
HVAC & refrigeration
The leaks we usually find in air-con and refrigeration businesses.
- Install vs service revenue split
- Seasonal load — and where it drops off
- Service agreement renewals
- Return-to-site rate
- Equipment margin by supplier
- Call-out to repair conversion
Every other trade and home-service business
If you run jobs, send quotes and chase invoices, we can build it around you.
- Revenue, margin and jobs by team member
- Quote-to-win rate and quote ageing
- Job profitability, after real costs
- Debtors, cash flow and what's coming in
- Marketing spend vs jobs won
- Any custom metric you can describe
Trade owners who stopped guessing.
Don't take our word for it — hear it from the people running the businesses.
“Game changer. We know our real profit per job now, not a guess at the end of the month. The whole team's more accountable because of it.”
“CGX gave us a clear picture of our numbers we never had before. We can finally see where the money's actually going — it's changed how we run the business.”
“The dashboard pays for itself. We spotted leaks in the first week that we'd been bleeding on for months. Cam and the team just get it.”
You do almost nothing.
Four steps, and the last one is just using it.
Take the Free Data Audit
Six quick questions about your business. We compare you to similar Australian trade businesses and show the dollar figure you could be leaving on the table.
60 secondsBook a free call
We walk you through your results, show you the dashboard we'd build for a business like yours, and tell you where we'd expect the leaks to be.
20 minutesWe connect and build
We plug into your job management and accounting, audit what's in there, and build the boards around how you run. We aim to get your complete live dashboard, with all your custom metrics, done within a week.
Within about a weekYou open it and know
Live from then on. Numbers update themselves, the monthly report lands on its own, and you ask us for anything you want added. Plans from $100 per week.
From $100/weekSee how you stack up — and what it's costing you.
Answer six quick questions. We'll show you where your business sits against similar Australian trade businesses, and put a dollar figure on what you're leaving on the table every year.
- 1Your numbers vs similar trade businessesGross margin, net margin and revenue per head, side by side with comparable Australian businesses.
- 2The dollar figure you're leaving on the tableAn estimate of your annual profit leak, so the gap is a number, not a feeling.
- 3Where it's coming fromMargins, overheads or team utilisation — we show the biggest driver first.
- 4A free dashboard built from your answersA first look at the live dashboard we'd build for your business.
Straight answers.
What is the Free Data Audit?
It's six quick questions about your business. We compare your numbers to similar Australian trade businesses, show you the dollar figure you could be leaving on the table each year, and give you a free dashboard built from your answers. It takes about 60 seconds and costs nothing.
How long until I see my own numbers?
We aim to get your complete live dashboard, with all your custom metrics, done within a week of getting started. We connect your systems, build the boards around how you run, then walk you through it.
What does it cost?
Plans start from $100 per week. There's a no-lock-in option and a 12-month option, and we'll go through both on a call with no pressure either way. Both cover the data audit, the build, every dashboard you ask for afterwards, and support.
Do I have to change the software I use?
No. That's the point. You keep running ServiceM8, Xero, AroFlo, Simpro, MYOB or whatever you're on. We read from it. Nothing changes on your end.
Is my data safe?
Your data stays yours. Connections are read-only where the system allows it, everything sits behind your own login, and we never share or sell anything.
What if my numbers are a mess?
Most are, and it's usually the first thing we find. We audit what's in there and tell you what's wrong before we build anything on top of it.
Am I locked in?
Not unless you want to be. There's a no-lock-in option and a 12-month option, and you choose the one that suits you.
Can my team see it too?
Yes, and you choose who sees what. A tech doesn't need the P&L, and your bookkeeper doesn't need the job board.
Does it work for my trade?
Yes. We lead with electrical, plumbing, HVAC and refrigeration, but we build dashboards for builders, carpenters, landscapers, handyman and maintenance businesses and most other trade and home-service businesses. If you run jobs, send quotes and chase invoices, we can build it around you.
What happens on the call?
After your audit you can book a free 20-minute call. We walk through your results, show you the dashboard we'd build for a business like yours, and tell you where we'd expect your money to be leaking. You'll get something useful whether you sign up or not.
Stop guessing. Start knowing.
Take the Free Data Audit and see how your trade business really stacks up — and how much money you could be leaving on the table.