one place to plan, meet,
and get shit done.
Check what’s due, done, or needs attention in the app or have it emailed to you every morning. Build an agenda for each meeting and reuse it every week.
Everyone follows along live as you check the numbers, talk through what needs attention, and leave with actual to-dos. Keep your yearly and quarterly plan where your team sees it every week.
Everyone sees the same goals, owners and progress live. See how your team fits together and who’s responsible for each part of the business.
No more guessing who was supposed to handle it. Every to-do in the business, by person and by department, so you can see where the work is actually piling up. Everyone in one list, with how to reach them and what they can see. The documents the business runs on, filed where the team already is. The small jobs nobody should be doing by hand, built for how you work.
- Home
- Meetings
- Business Plan
- Organizational Chart
- Reports
- Directory
- Drive
- Custom Automations
Dashboard
+ Add contentTo-Dos
Weekly Numbers
| Measure | Goal | This wk | Last wk |
|---|---|---|---|
| First-visit fix rate | ≥ 95% | 98.0% | 92.1% |
| On-time arrival | ≥ 95% | 89.1% | 86.5% |
| Average invoice | ≥ $850 | $981 | $1,112 |
| New leads | ≥ 40 | 52 | 47 |
Company Goals for the Year
- Cut customer onboarding from 6 days to 3
- Launch the recurring service and close 30 accounts
- Raise on-time service from 91% to 97%
- Generate 45 qualified opportunities per month
My Priorities
Weekly Operations Meeting
Agenda · 45 min
Check in
Share a win or something you worked out this week, so the meeting starts somewhere good.
The numbers
| Measure | Goal | This wk | Last wk |
|---|---|---|---|
| First-visit fix rate | ≥ 95% | 98.0% | 92.1% |
| On-time arrival | ≥ 95% | 89.1% | 86.5% |
| Average invoice | ≥ $850 | $981 | $1,112 |
| New leads | ≥ 40 | 52 | 47 |
| Open opportunities | ≤ 20 | 27 | 18 |
Goals
Company · this yearOpportunities · by priority
To-dos
Wrap up
Callback rate on the new installsSam is re-running the install checklist with the north crew before Friday.
The Calder warranty claimWritten off. Priya closes it out today.
Business Plan
Need help building a business plan?book a planning session1 year plan Dec 31 2026
- Cut customer onboarding from 6 days to 3
- Launch the recurring service and close 30 accounts
- Raise on-time service from 91% to 97%
- Generate 45 qualified opportunities per month
- Hire and train an operations lead
quarterly plan Mar 31 2026
3 year picture Dec 31 2028
- Recurring service is half the revenue
- A second crew running its own book
- Onboarding is one day, not six
- Every seat on the chart filled and accountable
How we get there
- One way of doing the work, written down
- Quotes out the same day, every time
- Service agreements sold on every job
- An operations lead who owns the schedule
Organizational Chart
Reports
Jan 1 – Sep 30Directory
Search| Name | Contact | Schedule | Location | Birthday | Last login |
|---|---|---|---|---|---|
| ARAlex Rivera | alex@example.comext. 4724 | Mon–Fri, 7–4 | Kelowna, BC | Jun 30 | Today, 9:59 AM |
| SKSam Kaur | sam@example.comext. 4731 | Mon–Fri, 6–3 | Kelowna, BC | Feb 11 | Today, 8:12 AM |
| PNPriya Nair | priya@example.comext. 4702 | Mon–Thu, 8–4 | Remote | Sep 02 | Yesterday |
| JMJordan Mills | jordan@example.com(250) 555-0148 | Mon–Fri, 5–2 | Kamloops, BC | Nov 08 | Today, 6:08 AM |
| NFNora Feltz | nora@example.comext. 4718 | Tue–Sat, 9–5 | Kelowna, BC | Apr 19 | Today, 1:21 PM |
| TLTobias Lund | tobias@example.comext. 4740 | Mon–Fri, 7–4 | Vernon, BC | Jan 24 | Today, 2:56 PM |
Documents
Create a folderFolders
Custom Automations
Want to automate the repetitive work?see what we've automatedThe jobs nobody should do by hand
Find a job by number and move it on when the work is signed off.
Move a whole day of appointments when a crew goes down.
Write the message once; it goes out when the tech is on the way.
Flag every service agreement coming up in the next 60 days.
This is a simplified mockup. See the full app in a walkthrough.
set it up around what already works.
Already have a plan and a way of running your business?
Bring it with you. Next 12 puts your meetings, goals, numbers and to-dos in one place, set up the way your team actually works.
get a login
Request access and we send it over the same day. Set it up yourself and take as long as you like.
request a free logina 30-minute walkthrough
We take you through a demo account, answer your questions and show you where everything goes. Nothing to prepare and nothing to bring.
book a walkthroughready before you sign in
Send us your plan, teams, meetings and numbers, and we’ll put everything in place. The first time you log in, it already feels like yours. $500 once, and entirely optional.
book a 15-minute callwe built the system we wanted to use.
We built Next 12 for our own company, then spent years running it with businesses in different industries. They’re still using it today.
more about Next 12add what your business needs.
build the feature your team needs
If a feature would make Next 12 more useful to your team, we can build it. You’ll know the scope and price before we start.
tell us what you needautomate the repetitive parts
The work your team repeats can be handled automatically and fed directly into Next 12.
We build it around your process, including the rules and exceptions.
first user free, then $5 each.
Month to month. Cancel whenever. Pricing in CAD.