Reporting dashboard for contractors
The Business Genie dashboard is the reporting view for contractors: the month’s revenue, today’s jobs and quick actions for a new job or an invoice, on one screen, on the web and in the iOS and Android app.
What the dashboard shows
Revenue at the top, the day’s jobs below it, and a new job or an invoice one tap away, in the same software as job costing, which adds up what each job cost.
The month’s revenue, today’s jobs and quick actions on one screen.
Revenue
The month’s revenue, at the top of the screen.
Today’s jobs
The day’s schedule, job by job.
Quick actions
Start a new job or an invoice from the same screen.
Dashboard, answered
What should a contractor track?
Revenue, what each job cost to do, and how the week’s work is spread across your crews. Revenue alone does not show which jobs are worth taking; job costing does.
Tuesday, Nov 4, read three waysSample data
Tuesday, Nov 4, read three waysSample data
Revenue
What came in, all day
Each block is a job, invoiced and paid on the day: invoicing and payments.
What each job cost
Marco’s four jobs
The tune-up left $15 of $129; the heat pump left $107 of $210. Revenue counts them alike; job costing tells them apart.
Across the crew
Tuesday, 8 to 5
Who is full and who has room, from the same jobs: scheduling places them, time tracking records the hours.
Can I see it on my phone?
Business Genie runs on the web and in the iOS and Android app.
More on the mobile app.
Where the dashboard sits in a job
Every stage of a job is part of the same software, on the web and in the iOS and Android app. The blue labels say where a stage shows up on the dashboard. The dashboard works with job costing, QuickBooks Online, invoicing and time tracking.
The dashboard by trade
Guides and free tools
Automated reporting guideProfit margin calculatorBusiness valuation calculator
- QuotedEstimates and proposals
- BookedOnline bookingThe customer portalNew job
- ScheduledSchedulingToday’s jobs
- DispatchedDispatchJob dispatching
- RoutedRoute optimization
- On the jobThe mobile appGPS time trackingTime trackingToday’s jobs
- InvoicedInvoicingInvoice
- PaidPaymentsRevenue
- In the booksQuickBooks Online
- What it madeJob costingThe dashboardYou’re here
- Followed upThe CRM
The job so farStill aheadAll features
Try Business Genie free for a month
Business Genie is free for a month, with no credit card to start. The Business Genie team sets up your account and moves your existing data over for free. Plans start at $50 a month.