Reporting

See the numbers. Grow smarter.

Dashboards and reports for revenue, jobs, customers, and sales tax—filter by date, team, or service and export what you need in seconds.

Reporting & analytics dashboard

Revenue, aging, and profitability at a glance

See expenses, A/R aging, profit & loss, and payment breakdowns in one place—filter and export fast.

Financial reports overview

Track quotes from sent to won

Monitor estimate volume, time to close, and win rate so you can follow up and convert more work.

Estimates reporting

Understand where revenue comes from

Break down revenue by customer, property, crew, or region—forecast growth and compare periods.

Revenue reporting

Be ready for filing day

Get clean totals by city, county, and state—organized and ready to file or share with your accountant.

Sales tax reporting

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Take a look at our other features

Explore connected tools that work seamlessly with Reporting; Switch, Scale, and Streamline Your Day.

Customer CRM

Manage and access customer details anytime—office or on the go.

Client Portal

A secure hub for clients to view, approve, and pay online.

Invoicing

Create branded invoices and get paid faster—cards and ACH accepted.

Consumer Financing

Close bigger jobs with flexible financing options at checkout.

Work Requests

Capture new leads and job details with shareable request forms.

Expense Management

Log expenses, attach receipts, and keep books tidy.