All features
MODULE 09
Reports & Analytics
Know your numbers.
Five built-in reports answer the questions you'll ask most: what each job made, what you invoiced versus collected, which customers matter most, how each tech is doing, and what's waiting for review.
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
Harbor 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
Invoiced versus collected, month by month.
02
Job costing
Profit per job from its line items, labor and materials.
03
Team
Jobs completed, hours worked and revenue per hour by tech.
The details
Everything you get with Reports & Analytics.
Revenue reports MTD, trend, and pipeline, all live
Job costing profit per job (needs the cost-view permission)
Technician performance jobs, hours and revenue per hour
Customer value which accounts drive the most revenue
Conversion rate quote-to-job and lead-to-quote funnel
CSV export download the period's KPIs, revenue trend and top customers
Keep going
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