Real Numbers. No Gymnastics.
Sales, jobs, and profitability sliced by crew, service, or territory. Pulled straight from the source records. No reconciliation. No rebuilding the same view in a spreadsheet every Friday.
Know What Closes and What Does Not.
Estimate volume, close rate, and average ticket by service or by salesperson. Stop wondering. Start investing where it pays.
- Estimate to close ratio per source and service
- Average ticket by salesperson and territory
- Pipeline coverage and aging on open quotes
- Forecast based on real cycle times
Sales This Quarter Live
Margin Per Job. Margin Per Crew.
Material, labor, and time captured during the job feed straight into the margin calculation. The number you see on the dashboard is the number that actually happened.
- Margin per job, per service, and per crew
- Estimated vs actual cost variance
- Time on site against budgeted hours
- Materials waste and overrun by job
Profitability 90 days
Money Moving and Money Stuck.
See cash on hand from the platform side. Aging buckets, deposits earned, and outstanding balances rolled up so the office knows what to chase today.
- Aging by customer with auto reminders
- Deposits earned vs deposits collected
- Cash forecast based on scheduled work
- Export to QuickBooks Online on a schedule
Cash Snapshot Today
Reports, Answered.
Can we build custom reports?
Yes. Use the saved view builder for filters, columns, and groupings. Save and share with the team. CSV export is one click for anything else.
Are the numbers real time?
Yes. Reports query the same source records that the rest of the platform uses. Whatever happened in the last minute is in the next dashboard load.
Do reports sync to QuickBooks?
Invoices, payments, and customers sync to QuickBooks Online. The reports here focus on operational metrics the books do not capture.
Can we send a weekly digest by email?
Yes. Schedule a digest with the metrics you care about. The team gets the same view in their inbox without anyone running a query.