Point 01
The Revenue Clarity Pipeline
See what's actually making you money.
Connect your field software and QuickBooks to a report that lands every Monday: revenue by service type, job volume, open invoices. No more pulling it by hand.
Plymouth, New Hampshire · Est. by one person
Stop guessing which part of your business is actually working.
I build data pipelines and internal tools that connect the software you already use — so you get automatic reports and alerts, not another dashboard to babysit. Built for HVAC, plumbing, restoration, and cleaning businesses.
You're not behind. You're working in the fog.
Your business generates data every day — every job, every call, every dollar of ad spend. But it's scattered across Housecall Pro, your CRM, a spreadsheet, and your inbox. Nothing talks. Nothing surfaces. So you make decisions on gut, you think the ads are working, and the whole time there are leaks you can't see — jobs you're losing, customers who drifted away, money slipping through gaps you don't even know exist.
That's the fog. And it's costing you more than you think.
Field notes
Does this sound like you?
- You spend thousands a month on marketing but can't say which channel actually books jobs.
- Your “weekly numbers” are really a monthly guess, pulled by hand when you find the time.
- Customers who loved you a year ago went quiet — and no one reached out.
- The whole business runs through you; a week off feels impossible.
- You work harder every year, but your margins aren't moving.
If you checked even two of these — that's the fog. And it's fixable.
I hand you the map — and the wheel.
Helm Systems connects the software you already use so your business finally becomes visible to you. No new platforms to learn. No dashboards to babysit. The answers come to you — in your inbox, on your phone, wherever you already look.
You stop guessing. You start seeing. And you're the one steering.
Survey 01–03
What I build
Point 02
The Lead Tracking Pipeline
See which marketing actually works.
Every lead (Google, LSA, Thumbtack, referral, word of mouth) tagged at the source and tracked to booked or lost. Finally know which spend to cut and which to double.
Point 03
The Job Completion Pipeline
Stop losing customers you already earned.
Every finished job automatically fires a review request, logs the customer, and flags them for re-engagement at 90 days.
Plotted route
How it works
- 1
20-minute call
I learn how your business runs and where the fog is thickest.
- 2
Plain-English plan
Exactly what gets built, what it connects, what you'll see. No jargon.
- 3
Built & handed off
Quick Win projects run in under a week. You touch nothing technical.
- 4
It runs itself
Reports arrive, alerts fire, you get back to the work.
Case study · Lynchburg, VA
The Crew, a restoration company
The problem
Job data lived in the field software, invoicing lived in QuickBooks, and lead sources lived in somebody's memory. Every report was assembled by hand, late, and out of date by the time anyone read it.
What I built
One connected pipeline across their field software and books, an automated Monday morning report, and a re-engagement flow that catches finished jobs and reaches back out to past customers.
The result
[specific result — e.g. hasn't pulled a report by hand in 4 months]
“[client quote coming soon]”
Who you're working with
Why me
I'm Peter Helm, based in Plymouth, NH. I build these systems for home service businesses across New England and beyond.
I know the software you use because I've built inside it — Housecall Pro, Jobber, GoHighLevel, QuickBooks, n8n. You don't need another tool. You need the tools you already have to finally work together and tell you something useful.
No long contracts to start. No corporate runaround. Just a straight answer about whether I can help.
Builds inside
- Housecall Pro
- Jobber
- QuickBooks
- GoHighLevel
- n8n
Based in Plymouth, NH
[Google reviews — coming soon]
You own your data. Always.
Month-to-month — no auto-renewing traps. I connect what you already pay for. I don't sell you another tool.
Three ways in
Pricing
Quick Win
$500–$1,500
one-time
A single scoped pipeline, built in under a week. The low-risk way to start.
Operations System
$2,500–$5,000
+ $300–$500/mo retainer
Full connected system, ongoing maintenance, and one new automation every month.
AI Operations Partner
$1,500–$3,000
per month
A fractional automation department — I keep building as the business changes.
Not sure it's worth it? The Quick Win is built so you see real results before committing to anything bigger. If it doesn't deliver, you don't continue. No long contract, no catch.
Straight answers
Questions I get asked
You are here
The business you built deserves to be visible to you.
Book a free 20-minute call. I'll tell you honestly whether I can help — and if I can't, I'll point you to something that can.
Or send a note