Reports shows how the business is doing — money coming in and going out, sales, your team, memberships, and EPA compliance — built from the jobs, invoices, payments and calls you already record in Run a Call. Click Reports in the sidebar.

Reports page with the search box highlighted above the Money and Sales & marketing report cards

Who can see Reports

RoleAccess
OwnerEvery report.
AdminEvery report.
Dispatcher (staff) and Field techNo access by default.
Custom rolesCan be given Reports access, limited to specific reports. Cards for reports a role can't open are hidden.

Some actions inside reports need more than viewing — for example approving commissions. Those are called out in each report's article.

Every report, by group

Type in Search reports… to jump to one by name or topic.

Money

ReportAnswersArticle
Cash CollectedHow much did customers actually pay, and for what kind of work?Cash Collected report
Invoiced RevenueWhat did we bill — sent, paid, awaiting and overdue — by week, month and department?Invoiced Revenue report
Unpaid InvoicesWho owes us money, and how late is it?Unpaid Invoices (AR aging)
Job ProfitabilityWhat did each finished job make after labor and materials?Job Profitability report
ExpensesWhat are we spending on purchase orders and expenses?Expenses report
PaymentsWhich payments and refunds came in, by method, collector, day or customer, with fees and payouts?Payments report

Sales & marketing

ReportAnswersArticle
EstimatesWhat's our win rate, and how much quoted work is still open?Estimates report
Lead AnalyticsWhere do leads come from, and how many become customers?Lead Analytics report
Marketing AttributionWhich tracked phone numbers, campaigns and typed-in lead sources bring in revenue?Marketing Attribution report
Equipment AgeWhich customers have systems 8–10 or 10+ years old, and what have they spent with us?Equipment Age report

Team & jobs

ReportAnswersArticle
Technician ScoreboardHow is every tech doing — sold volume, jobs, ticket, margin, close rate, memberships, upsell, leads?Technician Scoreboard
CommissionsWhat does each person earn this period under their commission plan?Commissions report
Equipment Cost AnalysisWhich units cost the most to keep running?Equipment Cost Analysis
Job VolumeHow many jobs are we taking on, by status, type or priority, and how many scheduled jobs got done?Job Volume report
TimesheetsWhere did the team's clocked hours go?Timesheets report
Hours SoldHow many labor hours did we bill against hours worked?Hours Sold report
Call TrackingHow many calls did we answer, miss, and book?Call Tracking report
CSR performanceHow many calls did each CSR take, how many were real leads, how many did they book, and what were those jobs worth?CSR performance report
Truck restockWhich parts did each tech use, so the warehouse can refill the trucks?Truck restock report

Memberships

ReportAnswersArticle
MembershipsRecurring revenue, renewals, who's lapsing, tune-ups due, members per plan, failed payments and plan revenue by year.Memberships report
Equipment ReplacementDo members replace equipment with us more often than non-members?Equipment Replacement report

Compliance

ReportAnswersArticle
RefrigerantEPA Section 608 log: refrigerant added, recovered, and leaks.Refrigerant report

How reports work

  • Date range. Most reports have range buttons across the top — Today, This Week, This Month, This Quarter, This Year, Last Year and Custom (pick a start and end date). On a phone the same choices sit in a Range dropdown. Lead Analytics uses 7 Days / 30 Days / 90 Days / Year / All Time, and Marketing Attribution has From and To dates. Unpaid Invoices, Memberships, Equipment Replacement and Equipment Age always show the current picture, so they have no range.
  • Info icons. Hover or tap the i next to any tile to see exactly what it counts.
  • Export CSV. Every report has an Export CSV button that downloads the numbers you're looking at, ready for a spreadsheet or your accountant.
  • Live numbers. Reports read your data when you open them — there's nothing to refresh or wait for.
  • Dates. Days and months follow your company's time zone.

Good to know

  • Money has three views. Cash Collected counts payments on the day they came in. Invoiced Revenue counts invoices on the day they were first sent. Job Profitability counts finished jobs. They won't match for the same period, and they aren't meant to.
  • The dashboard uses the same math. For example, the dashboard's unpaid-invoice figures come from the same calculation as the Unpaid Invoices report, and the Invoiced revenue and Revenue by department cards use the Invoiced Revenue report's numbers.
  • There's no custom-report builder, and filters aren't saved between visits.