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

Ready to see reports & analytics in action?

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