Reports overview
Every report on the Reports page, who can see them, and how date ranges and exports work.
Cash Collected report
Money customers actually paid in a period, by kind of work and by customer.
Unpaid Invoices report (AR aging)
What customers still owe, by how many days late, and who owes the most.
Job profitability report
Profit and margin on every finished job after labor, materials and job expenses.
Expenses report
Purchase orders and logged expenses by category, vendor, and job versus overhead.
Estimates report
Win rate, approved value, and how much quoted work is still waiting on customers.
Lead Analytics report
Where contacts come from, how many become customers, and whether follow-ups happen on time.
Marketing Attribution report
Trace calls, customers, jobs and revenue back to tagged phone numbers, sources and campaigns.
Technician Scoreboard
Every tech on one board — sold volume, jobs, ticket, margin, close rate, memberships, upsell and leads — with detail reports.
Commissions report
Work out what each person is owed under their commission plan, then adjust, approve and mark paid.
Job Volume report
Jobs taken on in a period by status, type or priority, plus how each division performed.
Timesheets report
Where the team's hours went: on site, travel, idle and breaks, per tech.
Hours Sold report
Billed labor hours against on-site hours per tech, with the labor and materials split.
Call Tracking report
Inbound calls answered, missed, caught by the AI receptionist, and turned into booked work.
Memberships report
Recurring revenue, renewals, members about to lapse, and tune-ups still to book.
