All features
MODULE 12
Reports & Analytics
Know your numbers.
Four built-in reports answer the questions you'll ask most: what's profitable, who's pulling weight, which customers matter most, and where the margin is coming from — all in real time.
Revenue MTD
$48k/ Apr
↑ 12% vs last month
Tech Utilization
82%
Healthy zone
Compliance Health
98%
All locations green
Job Margin (avg)
42%
↑ 4 pts QoQ
Top Customer
$8.2k/ mo
Capital Restaurant Group
12 locations · 80 hoods · 3 yr
Conversion Rate
68%
Quote → Job
Higher than industry average
What makes it work
Built around three things.
01
Revenue
MTD, trend, and pipeline — all live from the database.
02
Margin
Per job, per customer, per service type — backed out automatically.
03
Team
Tech utilization, completed jobs, and time-on-site.
The details
Everything you get with Reports & Analytics.
This is what the module actually ships with — not a roadmap, not a wishlist. Real features, available today.
Revenue reports — MTD, trend, and pipeline — all live
Margin tracking — per job, per customer, per service type
Tech utilization — who's pulling weight and who has capacity
Customer value — which accounts drive the most revenue
Conversion rate — quote-to-job and lead-to-quote funnel
Export everything — CSV, PDF, and direct email delivery
Keep going
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