Reports is your read-only view of how the business is doing — money, sales, team, memberships, and compliance. Every report is grouped under one of five buckets.
The five buckets
| Bucket | Reports |
|---|---|
| Money | Revenue, Profitability, AR aging, Expenses. |
| Sales & marketing | Estimates, Leads, Marketing attribution. |
| Team & jobs | Job volume, Tech scorecard, Timesheets, Call tracking, Route history. |
| Memberships | Memberships overview, Sales by tech, Equipment attach. |
| Compliance | Refrigerant (EPA 608). |
Important
Reports are visible to Owner and Admin roles only.
What each report answers
| Report | Question it answers |
|---|---|
| Revenue | How much cash did we collect, broken down by service line? |
| Profitability | What was the profit on each finished job after labor and materials? |
| AR aging | Who owes us money, sorted by how overdue they are? |
| Expenses | Where did the money go? |
| Job volume | How many jobs are we booking, by status, type, or urgency? |
| Tech scorecard | How is each technician doing — revenue, jobs, average ticket? |
| Timesheets | Hours each tech clocked, and how much is billable? |
| Call tracking | Calls in, calls missed, and how many became booked jobs? |
| Memberships | Active members, recurring revenue, renewals, churn? |
| Memberships by tech | Which techs are selling memberships? |
| Equipment attach | How often do members replace equipment vs. non-members? |
| Refrigerant | EPA Section 608 log of refrigerant added, recovered, and leaks. |
What's NOT in Reports
- Custom-report builder — there's no ad-hoc query tool. You see the reports as-built; you can't define new ones.
- Scheduled email exports — pull reports manually.
- Saved views / filter presets per user — set filters each time you visit.
Date ranges & filters
Each report has its own date-range selector and filters relevant to the data (e.g. by tech for tech scorecard, by service line for revenue). Filters don't persist across sessions.