SideKick Insights schedule dashboard shown on a desktop monitor in a service office

A Dertdawg product

SideKick Insights

Built by Dertdawg for service businesses that need to know what is booked, who is working, how much capacity is left, and whether the team is accountable for every hour sold.

Bookings this week42
Utilization81%
Working today7
Estimated sales$4.7k

Why SideKick Insights

Know what the business can sell before the calendar fills up.

SideKick Insights connects bookings, planned service hours, employee schedules, estimated sales, utilization, and completion status so owners can see whether the business is fully used, overcommitted, or leaving capacity unsold.

Operations snapshot

Track utilization, bookings, crew coverage, and estimated sales in one daily view.

Owners and managers can see booked capacity, working employees, active services, estimated booking value, unassigned work, and pending approvals without rebuilding the picture from texts and calendars.

SideKick Insights operations dashboard showing bookings, utilization, estimated sales, capacity, services, and calendar assignments

Capacity and planned hours

Turn staffing plans into booking limits customers cannot overrun.

01

Set operating hours

Define weekdays, workday length, timezone, service duration, and overlap rules that control available booking slots.

02

Plan future capacity

Add seasonal hours, holiday closures, longer days, shorter days, and known staffing changes before they affect the schedule.

03

Match crew to demand

Use employee counts and overlap limits to keep booking volume aligned with the team actually available.

04

Protect accountability

Every booking has a status, assigned employees, estimated value, planned service hours, and completion trail.

Booking rules

Capacity settings

Employee capped1 car per slot
Workday length10h
Booking timezoneAmerica/Toronto
Working daysSun - Sat

Future capacity overrides

Seasonal hours, holidays, and staffing changes

Holiday closureSummer FridaysShort dayLonger seasonClosed all dayKnown staff change

Employee accountability

Manage employees, track planned hours, and know who owns every job.

SideKick Insights makes accountability visible by connecting each booking to its service duration, estimated value, assigned employees, status, and completion path.

Booked workAssigned employeeCompleted jobNeeds approval
Working this day4 employees
Jermaine8 AM - 6 PM
Jordan SmithAssigned jobs
Morgan LeeAssigned jobs
Taylor BrooksAssigned jobs
9:00 AM - Ceramic CoatingAssigned: JermainePlanned service hours and completion tracked

Utilization and estimated sales

Track booked work and estimated sales without leaving the schedule.

Track estimated sales from booked services, add-ons, and rewards-adjusted booking amounts. Owners can review month-to-date and historical estimated revenue while cost and financial visibility remain permission-controlled.

Estimated revenue

Running total

$4,680
$250 booking1 bookingAlex Morgan - Ceramic Coating
Customer mobile booking experience for a service business app

Customer and employee mobile

A clean mobile path for customers, and the right job details for technicians.

Customers can complete profiles, book valid slots, view rewards, request changes, and receive booking updates. Employees get a hidden schedule view tied to their active staff record.

Required profile before bookingUpcoming bookings stay visibleEmployee jobs show today plus next 3 daysCalendar sync avoids customer contact and cost details

Insights built into daily work

Every booking becomes useful operating context.

SideKick Insights surfaces utilization, estimated revenue, active services, working crew, pending changes, rewards, and customer history where operators already make decisions.

Bookings

Book the work from one schedule.

Create walk-ins, accept mobile bookings, move jobs, handle same-day change requests, and keep customer updates connected.

Utilization

Know how much capacity is being used.

Track bookings by date, booked capacity, active services, working crew, and the difference between sold hours and available hours.

Employees

Manage the crew behind every job.

See who is working, assign employees to bookings, spot unassigned work, and keep job ownership visible.

Accountability

Close the loop from assignment to completion.

Track planned job hours, service-hour ownership, assignment state, completion status, ready-for-pickup communication, and employee action history.

Security and trust

Role-based security for one operating record.

SideKick Insights keeps bookings, customers, staff, approvals, and reporting in one governed record, then shows each person the view their role is allowed to use.

OAuth-based sign-in

Portal access starts with OAuth through supported identity providers, so teams can use strong authentication controls such as modern phishing-resistant MFA where those controls are enabled.

Role-based security

Default-deny access, assigned roles, and a permission matrix control who can manage schedules, view customer contact details, see costs, read financials, and change access policy.

Tenant-scoped records

Tenant-aware backend policies and permission checks keep each business working from its own operating record while limiting sensitive workflows to authorized users.

Built around the people doing the work

One operating record, different views by role.

Owners, managers, technicians, and customers work from the same source of truth without exposing the same data or controls to every role.

Owner

Utilization, estimated sales, active services, capacity, employee coverage, and role-based security.

Manager

Bookings, walk-ins, assignments, approvals, planned hours, and daily accountability.

Technician

Assigned jobs, service details, claim actions, completion controls, and operational reminders.

Customer

Mobile booking, profile details, rewards, upcoming appointments, change requests, and updates.

Implementation demo

See how SideKick Insights fits your service business.

Bring your services, capacity rules, staff roles, customer flow, and same-day change policy. Dertdawg will show how SideKick Insights tracks utilization, bookings, employees, planned hours, estimated sales, and accountability.

Book a SideKick Insights demo