Is the business working? Answer it without a spreadsheet.
A dashboard where every card opens the report behind it, and twelve standard reports that cover money, pipeline, jobs, techs, procurement and assets.
Dashboard and standard reports are on every plan. Custom reports are a Business feature.
What it does
- 01
Attribution end to end
Source to lead to estimate to job to revenue, so you can see which marketing actually turns into installed work.
- 02
Job margin
Estimated against actual cost per job, from materials and labor hours.
- 03
Procurement and lead time
Quoted lead time against what vendors delivered, late POs, and jobs waiting on parts.
- 04
AR aging and collections
Current, 30, 60 and 90-plus, collected this month, and outstanding by client.
- 05
Export anything
Every report exports to CSV and PDF, on every plan.
- 06
Role-aware
Techs see their own numbers. Cost and margin stay hidden from roles that should not see them.
In practice
Last quarter, in under a minute
- 1
Open the dashboard and set the period to last quarter.
- 2
Leads by source shows where the calls came from.
- 3
Drill in to see which of those became jobs and what each source brought in.
- 4
Open job margin for the same period and export both.
Not built yet
On the roadmap for this module.
Rundown is a pilot build. These are planned and not in the product today. We list them so you can decide with the full picture.
- PlannedCustom report builder with saved views
- PlannedScheduled report emails
- PlannedA written owner digest of what changed