Feature

Business Reporting

Know your numbers, grow your business

Real-time dashboards and reports that show you exactly how your business is performing.

9:41100%
Business Genie
Dashboard
Monday, January 13
Feb 2024
$58,040.00
Quick Actions
New Job
Create appointment
Invoice
Send payment
Today's Schedule
9:00 AM
Active
Water Heater Repair
Sarah Johnson • 123 Oak St
11:30 AM
HVAC Maintenance
Mike Chen • 456 Pine Ave

Key Benefits

Revenue and profit dashboards

Technician performance reports

Job profitability analysis

Customer lifetime value tracking

Scheduled report emails

Custom report builder

How Contractors Use Business Reporting

1

Daily Dashboard

Start each day knowing your revenue, jobs completed, and key metrics at a glance.

2

Technician Performance

See who's closing the most jobs, generating the most revenue, and getting the best reviews.

3

Profitability Analysis

Identify your most and least profitable job types. Double down on what works.

Frequently Asked Questions

What reports are included?

Revenue reports, job reports, technician performance, customer reports, time reports, and more. Over 20 built-in reports.

Can I build custom reports?

Yes! Use the custom report builder to create exactly the reports you need.

Can I schedule reports to email automatically?

Absolutely. Schedule any report to email to you daily, weekly, or monthly.

Ready to Try Business Reporting?

Start your free 7-day trial. No credit card required.