Eight Reports. Every Answer About Your Business.
Accounts receivable, revenue, pipeline, jobs, technicians, customers, inventory, and scheduling — each report a tap away, every number traced back to a real job, invoice, or payment.
- Accounts Receivable worklist — see what's outstanding and overdue, sorted most-urgent-first
- Revenue & Cash Flow with money collected, refunds, average transaction, and discount-aware gross margin
- Sales Pipeline win rate, average time-to-accept, and open pipeline value by stage
- Technician productivity leaderboards — jobs closed, current workload, and unassigned work
- Customer retention, repeat rate, and churn-risk signals, plus top customers by job volume
- Switch any report between this week, month, quarter, year, or a custom date range
- Revenue report breaks down your payment method mix (card, Stripe, cash, and bank transfer) as a donut chart with percentages
- Scheduling & Capacity report with scheduled job count, total booked hours, today's jobs, and a booked-hours-per-technician leaderboard
- On desktop and tablet the report hub opens as a split view, pick a report on the left and read it on the right without switching screens
Frequently asked questions
Where does the report data come from?
Your own jobs, invoices, payments, quotes, and inventory — live. Nothing to import or export. When you mark an invoice paid or close a job, every affected report updates instantly.
Can I change the time period?
Yes. Every analytical report has a timeframe selector — this week, month, quarter, year, or a custom from/to range. Charts, KPIs, and leaderboards all recalculate for the window you pick. Accounts Receivable stays live, always showing what's owed right now.
How is gross margin calculated?
From paid invoices: discounted ex-tax line revenue minus the cost price of each item sold. Enter a cost price on your services and inventory items and both the Revenue and Services & Inventory reports show real, discount-aware margin from one shared definition.