Branches use the same words for different things.
North reported 120 qualified opportunities and South 48. Once both managers used one meaning, North's 120 became 54.
For field sales leaders in commercial services
Run every branch to one standard, from wherever you are.
Your sellers work from trucks, roofs and mechanical rooms, and your forecast depends on what made it into the CRM. Management OS is the AI chief of staff for leaders of 10 to 50 sellers. It reads your CRM, calendar and QuickBooks Online, then tells you which jobs are real, who needs coaching this week and where cash is stuck. Ask it anything on WhatsApp between site walks.
5-minute setup · first brief in about 15 minutes · Card required. Cancel before day 30 and pay nothing.
Talk it through with Jason first: 30 minutes →
Management OS
WhatsApp
0:06Voice note: Anything I should know before the Eastgate site walk?7:42
Eastgate's chiller retrofit is $412K and has one contact, Maria in facilities. Nothing logged in 12 days. Ask who signs capital spend. A replacement that size usually needs next year's capital plan, and theirs closes in November.7:42
The four leaks
120 → 54North's qualified opportunities, recounted
32% vs 6%Win rate with a conversation first, and without
$279K a yearIn renewals with no owner, one branch
Won ≠ paidTwo dates, one job
Why is a commercial services forecast so hard to trust?
A commercial services forecast is hard to trust because four things reach the CRM late, or never: how each branch defines a stage, bids priced before anyone meets the buyer, renewals with no owner, and work won but not yet paid.
Bids get priced before anyone talks to the buyer.
Of 140 bids, the 50 priced after a conversation with the decision maker won 16. The 90 from plan rooms and invitations won 5.
Renewals and repairs wait for an owner.
31 of 96 agreements renewing next quarter had no owner. In a second example, 130 of 240 inspection deficiencies were never quoted.
Grow service agreement renewals → Inspections to repair revenue →
Won is not collected.
A job counts in the pipeline review the day it closes and in the bank the day the invoice is paid. Past-due receivables rarely make it into a sales meeting.
Illustrative examples from our guides: fictitious companies and numbers.
What Management OS does
What does Management OS do for a field sales leader?
It reads the systems you already run and turns them into a weekly rhythm: the Monday brief at 6am your time, a five-line update every weekday at 6:15, alerts when something needs you, and answers whenever you ask.
One standard for every pipeline.
Your CRM's stage names map to one standard set of stages, each defined by what the buyer has done. A qualified job in North now means what it means in South, so every branch is forecast the same way.
From your CRMJobs at risk, with the cause and the next move.
A job with no activity in 10 days. A main contact gone quiet for a week. One of your ten largest jobs with fewer than three people engaged. Each arrives with the move most likely to save it.
From your CRM, email and calendarRenewals with an owner, 90 days out.
Agreements come up 90, 60 and 30 days before renewal, counted from each one's close date and your agreement term, so a renewal gets an owner while there's time to use it.
From your CRMCoaching for the managers who run your branches.
Who needs your time and why, ranked. A prep brief 30 minutes before each 1:1, and a nudge when a direct report goes 14 days without one.
From your CRM and calendarPast-due cash, every Monday.
What's past due in QuickBooks Online, by how much, and the one collection call that matters this week.
From QuickBooks OnlineYour own week, honestly.
On any Friday when your customer time falls below the target for your role: how far below, what crowded it out, and which meetings to cut.
From your calendarTalk to it from the truck.
Call it on WhatsApp from your phone, or send a voice note from any device that runs WhatsApp. It answers from your data and tells you what to do next. Voice is included in every package.
WhatsAppScreen from the live product on the Cipher Atlas demo workspace: real UI, synthetic data.
See a Monday brief
What a field sales leader reads on Monday morning.
A four-branch mechanical services company with 34 sellers. Tap through what reaches its leader in one week, starting with the 6am Monday brief.
- Chiller retrofit, Eastgate Plaza · $412KNo activity in 12 days, one contact engaged.Ask who approves capital spend before the budget closes.
- Rooftop unit replacements, St. Brendan's campus · $186KClose date moved twice.Confirm whether it needs next year's capital plan. If it does, take it out of this quarter's forecast.
- Kitchen exhaust agreement, Harbor Foods · $54KMain contact silent for 9 days after the proposal.The branch manager calls Harbor Foods directly this week.
- 11 agreements reach 90 days before renewal this monthWorth $38,500 a month together.
- 4 have had no customer contact in 60 daysEach needs an owner before the 60-day mark.
- Start with Lakeview MedicalFire alarm and sprinkler inspection agreement: $6,200 a month, no contact since July.Put an owner on it this week.
- Luis, South branchSix open bids, four with no meeting logged with the person who awards the work.Coach on who signs off, before the next price goes out. 1:1 prep ready for Thursday.
- Priya, Metro branchWin rate down from 38% to 16% over the last 60 days.Coach on which bids she chooses to price.
- Marcus, North branch manager15 days since your last 1:1 with him.Book it before Friday's forecast call.
- $148,200 past due in QuickBooks23% of everything you're owed.
- Oldest: Lakeview Medical$31,400 at 74 days.
- One call this weekLakeview's controller, before the renewal conversation starts.
- 28% of your calendar went to customers last weekBelow the target for your role.
- Internal meetings took 14 hoursTwo to cut: the Tuesday status review and the duplicate forecast prep.
- One customer to addThe Eastgate facility director, before the capital plan closes.
Illustrative brief: fictitious company, people and numbers. Yours is built from your own CRM, calendar and QuickBooks Online.See the real product, 2 minutes
Works with what you run
Your CRM, or the spreadsheet you use instead of one.
HubSpot, Salesforce, Pipedrive, Zoho CRM, Keap, monday.com and Attio connect in minutes; Salesforce asks your admin to approve the connection first. If your pipeline lives in spreadsheets, bring the spreadsheet. QuickBooks Online adds receivables (US companies today), Google Workspace adds your calendar and email, Fathom, Fireflies, Zoom and Gong add recorded meetings, and WhatsApp adds voice.
SpreadsheetsHubSpotSalesforcePipedriveZoho CRMKeapmonday.comAttioQuickBooks OnlineGoogle WorkspaceFathomFirefliesZoomGongWhatsApp
52 live today, more on the way, plus a wider catalogue through our integration partners. Read-only to your CRM. See every integration →
The field sales playbook
The questions behind each leak, free.
Guides by Jason Mesiarik, with sources and worked examples.
GuideHow do you run branch sales teams to one standard?Agree on a few shared meanings, let branches differ on the rest.GuideWhat is a good bid-hit rate, and how do you raise it?Bid fewer jobs you're built to win, and learn why you lost the others.GuideHow do you grow service agreement renewals?Put a name on every renewal 90 days before the notice date.GuideHow do you turn inspections into repair revenue?One owner for each deficiency, from the technician's report to approval.GuideHow do commercial services buyers plan their budgets?Learn each customer's budget calendar before the capital plan closes.GuideHow should you pay salespeople in a services company?Make sure the plan doesn't punish the work that keeps customers.GuideHow do you merge sales teams after an add-on acquisition?Protect the acquired customers and the people they trust first.GuideHow do you build one sales standard across a buy-and-build?Standardize what you need to compare, and leave the rest.
Proven by hand before it was software
The method came first. The software runs it every week.
Insights, coaching and actions exclusively for the leader to develop yourself, your team and your business.
$60K→$10MNine months · Perle
$8M→$87MIPO run · Evolv
$50M→$8.2B10,000 sellers · 34 countries
Results Jason led as an operator, using the method Management OS now runs. They are his results, not Management OS customer results.
Your data
Read-only, and yours.
- Read-only to your CRM
- No training on customer data.
- Encrypted in transit and at rest
- Role-based access, and an audit log of security-relevant actions
- SOC 2 Type I is targeted for Q4 2026.
Questions field sales leaders ask
Before you start.
Does it work if our pipeline lives in spreadsheets?
Yes. Upload the spreadsheet you already keep, or build one with Management OS during setup. You can connect a CRM later without starting over.
Does it connect to our field service software?
Not directly today. Management OS reads your CRM, QuickBooks Online, calendars, email and spreadsheets. If your jobs live in field service software, an export to a spreadsheet works now. Tell Jason what you run.
Do my sellers have to change how they work?
No. They keep working in the CRM or spreadsheet they use today. Management OS reads it and works for you and the managers you lead.
What does it do with QuickBooks?
It reads your receivables, read-only, and every Monday tells you what's past due, by how much and which collection call matters most. QuickBooks Online for US companies today.
Is voice an add-on?
No. Every package includes voice. Calls work from WhatsApp on an iPhone or Android phone, and voice notes from any device that runs WhatsApp.
What does a team of 25 or 50 people cost?
A CRO with three managers and 22 sellers runs on the Org package plus 15 contributors: $40,800 a year with annual billing. At 50 people it's $58,800 a year, and at that size it's worth asking about Enterprise volume bands. There's no platform fee.
How long until we see something useful?
Setup takes about five minutes and the first brief lands in about fifteen. The trial is 30 days. Card required. Cancel before day 30 and pay nothing.
Your pace
Three ways in. Your call.
2 minutes
See it first
Real screens from the live product, no login.
See it first → 15 minutesStart 30 days free
Connect read-only and read your first brief. Card required. Cancel before day 30 and pay nothing.
Start 30 days free → 30 minutesTalk to Jason
Bring your branches, your CRM and your hardest week.
Talk to Jason →For PE-backed services platforms: the 100-day plan →