See how your business is doing.
See jobs, sales, costs, and payments in one place. Find the numbers you need to decide what to do next.
The question behind the numbers
Does exclusion actually beat trapping-only?
A busy month shows strong sales. Before you call it a great month, check costs and payments. Revenue isn’t profit, and quoted isn’t collected.
Pick the right report
A report for each question, not one blended headline.
Financial
Dashboards, profit and loss, and revenue against costs and payments.
Sales
Sales performance on its own.
Efficiency
How the operation is running.
Warranty
Return-work patterns worth a quality review.
Filter by company and date range before comparing.
Real screens
Open the reports.
Tap the highlighted spot, or use Next.Step 1 of 3
Job by job
Profit on each job, and the mix of work.
- Review job profitability and job costing in connected management views.
- Use service-level revenue analysis to inspect the work mix.
- Export supported report data for further review.
Part of Reports & Insights
Numbers straight from the work.
Reports read the same jobs, invoices, payments and expenses your team records every day.
Comes in from
Billing & payments
Collected revenue, balances, and costs.
Comes in from
Jobs & visits
Work done for every customer, by every technician and company.
What happens here
Reports & Business Numbers
- 1Business overview & financial views
- 2Sales, efficiency & warranty
- 3Job profit & reporting detail
Same customer, same job, same record.