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.

Scheduling

Drag-and-drop calendar with recurring jobs and smart rescheduling.

AI Content Editor

Generate on-brand estimates, emails, and replies in seconds.

Client Portal

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

Equipment Tracking

Track assets, maintenance, and assignments to cut downtime.

Payment Options

Offer cards, ACH, and financing—reduce friction and get paid sooner.

Invoicing

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