The problem
The invoice you forgot to follow up on is now 30 days out. The job margin that's been declining for three months is now a real problem. You didn't catch it earlier because you weren't looking. And you weren't looking because nobody surfaced it for you.
Why we built it
Your home screen shows you what matters today. Proactive insights read your data every morning and surface the one or two things you should be paying attention to — before they become a cash flow problem.
How it works
- 1
Open the DIRT home screen.
- 2
If there's something worth knowing — an overdue invoice, a job with no billing in 14 days, a client with a growing balance — it appears in the insights card.
- 3
Tap to go directly to the record and take action.
What changes for your business
Before
Problems surface when they're big enough to notice on their own.
After
Home screen flags problems while they're still small. Act before it compounds.
Common questions
What are proactive insights in DIRT?
Proactive insights are daily flags on your home screen that surface issues before they compound: an invoice past due, a job that has not been billed in two weeks, a client with a growing balance. The insight appears on the home screen card and links directly to the record for one-tap action.
How does DIRT know what to alert me about?
DIRT reads your job, invoice, and client data every day and applies a set of rules: invoice past due date, job with no billing activity in N days, client balance above a threshold, EHR dropping for three consecutive weeks. When a condition triggers, the insight surfaces.
Will proactive insights bother me with unnecessary alerts?
DIRT surfaces one or two things per day at most, and only when there is something genuinely worth your attention. It is not a notification stream. The home screen card shows the current highest-priority item — not a list of everything slightly wrong.
What is the difference between a proactive insight and a push notification?
Proactive insights appear on the home screen card when you open DIRT — they do not push to your lock screen unless you have enabled those notification types in settings. They are ambient: open the app, see what needs attention, act or dismiss.
Can proactive insights catch overdue invoices before they get worse?
That is one of the primary use cases. An invoice at 14 days past due is easier to collect than one at 45. DIRT surfaces it early — before you have forgotten about it and before the client has moved on. Early follow-up has materially better collection rates than late follow-up.
Do I need to set up proactive insights manually?
No. Proactive insights run automatically from your business data in DIRT. You do not configure thresholds or schedules. DIRT applies defaults that are appropriate for most contractor businesses — overdue invoices, unbilled jobs, and significant client balance growth.
Start free
Try it free.
Every DIRT plan includes this feature — Solo included. No credit card, no trial that expires. Set up in minutes and use it on your next job from the truck.