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.
Invoiced Revenue report
What you billed in a period — sent, paid, awaiting and overdue by week or month — and the same invoices split by department.
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 revenue back to tagged phone numbers and campaigns, or to the lead source typed in on each customer, weekly or monthly.
Equipment Age reportComing soon
Every system under 8, 8–10 and 10+ years old by customer and property, with lifetime spend, CSV export and one-click tagging for replacement 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, how each division performed, and the completion rate of scheduled jobs.
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.
CSR performance report
Calls in and out, valid leads, bookings, booking conversion, new vs existing callers and the invoiced value of the jobs booked, per CSR.
Memberships report
Recurring revenue, renewals, members about to lapse, tune-ups still to book, members per plan, failed payments and plan revenue by year.
Truck restock reportComing soon
The parts and equipment each technician used, by scheduled day, so the warehouse can refill every truck.
Payments report
Every payment and refund in a period, grouped by method, collector, day or customer, with fees and payouts.
