Start with the questions, not the software
Most operators already have the data they need. It is spread across a CRM, an accounting package, a scheduling tool and a handful of spreadsheets. The command center is not another system to feed. It is the place those systems report to.
Before you connect anything, write down the five questions you ask every Monday. Which location is behind on revenue? Where are tickets piling up? Which crews are idle? Those questions become the first screen.
Agree on one set of definitions
Two locations rarely count a "lead" or a "job" the same way. If the command center pulls both numbers side by side without a shared definition, the screen creates arguments instead of decisions.
Pick the definitions once, at the group level, and map each location’s systems to them during setup. DojoCOMMAND stores these mappings so new locations inherit them.
- Lead, opportunity and closed deal
- Job, visit and work order
- Revenue recognised vs. revenue invoiced
- Active customer
Give each role its own view
The owner wants the whole group. A location manager wants their site. Finance wants every number reconciled. One dashboard for everybody ends up serving nobody.
Use roles to decide what each person sees by default, and let them drill down from there. Everyone works from the same data, they just start in a different place.
Roll out one location first
Connect your best-run location first. It gives you a clean baseline and a team that will tell you quickly when a number looks wrong. Once that site is trusted, add the rest in batches.