Know Your Numbers,
Grow Your Business
Business Genie reporting gives you real-time dashboards, job profitability breakdowns, technician performance metrics, and custom reports. Stop guessing and start making decisions backed by data.
Complete Business Intelligence for Contractors
Revenue & Profit Dashboards
Real-time dashboards showing total revenue, profit margins, outstanding invoices, and cash flow trends. See how your business is performing at a glance.
Job Profitability Analysis
Break down every job by revenue, material costs, labor time, and overhead. Identify which job types and customers are most profitable.
Technician Performance Reports
Track each technician's jobs completed, revenue generated, average ticket, customer ratings, and time per job. Identify top performers and coaching opportunities.
Custom Report Builder
Build exactly the reports you need. Choose your metrics, filters, date ranges, and visualization types. Save custom reports and schedule them to email automatically.
Scheduled Email Reports
Set any report to email to you, your team, or your accountant on a daily, weekly, or monthly schedule. Start your Monday with last week's numbers already in your inbox.
Trend Analysis & Forecasting
Compare performance across months, quarters, and years. Spot seasonal patterns and growth trends. Use historical data to forecast revenue and staffing needs.
From Raw Data
to Actionable Insights
Data Flows In Automatically
Every job, invoice, payment, time entry, and customer interaction creates data points. No manual reporting needed, it all feeds into your dashboards automatically.
View Real-Time Dashboards
Open your dashboard to see today's revenue, this week's jobs, outstanding invoices, and team activity. Everything updates in real time as work happens.
Drill Into Details
Click any metric to drill down. See which job types drive revenue, which technicians perform best, and where profit margins are strongest or weakest.
Act on Insights
Adjust pricing, reassign technicians, focus marketing on profitable services, and identify problems before they become expensive. Data drives every decision.
Reports That Matter
for Every Trade
Plumbing Companies
- Revenue by service type (repairs vs installs)
- Profitability per plumber
- Average ticket for emergency vs scheduled
- Customer retention rate by quarter
- Estimate close rate by technician
HVAC Contractors
- Seasonal revenue comparison year over year
- Maintenance agreement renewal rates
- Equipment replacement vs repair revenue split
- Technician utilization during peak season
- Lead source ROI by marketing channel
Electrical Contractors
- Project profitability by size and type
- Time-and-material billing accuracy
- Permit and inspection pass rates
- Crew productivity across job sites
- Change order frequency and value
Multi-Trade Companies
- Revenue by division or trade
- Cross-sell success rates
- Customer lifetime value by service mix
- Overhead allocation across departments
- Growth rate by market and geography
How Data-Driven Decisions
Transform Service Businesses
Stop Underpricing Your Most Valuable Services
Most contractors set prices based on industry norms or competitor rates, not on their actual costs. Without job-level profitability data, you might be making strong margins on one service while losing money on another, and never know it.
Business Genie tracks the true cost of every job: labor time, materials, drive time, and overhead. When you can see that your average water heater install makes a 45 percent margin while your average drain cleaning makes only 15 percent, you can adjust pricing, marketing focus, and resource allocation accordingly.
Identify Your Best Technicians and Help Others Improve
Technician performance varies widely, but without data it is hard to quantify. One tech might generate double the revenue of another while working the same hours. Understanding why helps you replicate success across the team.
Business Genie performance reports show jobs completed, revenue per job, average ticket, customer ratings, upsell rates, and time utilization for each technician. Use this data for coaching, compensation decisions, and training priorities. Top performers get recognized and newer team members get the support they need.
Plan for Growth Instead of Reacting to Problems
Most contractors operate reactively. They hire when they are overwhelmed and cut costs when revenue dips. This boom-and-bust cycle is stressful and expensive. Hiring under pressure means lower standards. Cutting costs under pressure means losing good people.
With historical trend data and forecasting, you can anticipate seasonal demand, plan hiring three to six months ahead, and invest in marketing before the busy season, not during it. Proactive planning based on data is the difference between a business that grows steadily and one that lurches from crisis to crisis.
Know Your Marketing ROI
Contractors spend money on Google Ads, Facebook, Angi, HomeAdvisor, door hangers, and referral programs. But most have no idea which channel produces the most profitable customers. Spending equally across all channels guarantees waste.
Business Genie tracks lead source for every customer and connects it to lifetime revenue. You can see that Google Ads customers have a higher average ticket, or that referral customers have the best retention rate. This data lets you shift budget to what works and stop wasting money on what does not.
Frequently Asked
Questions
What reports come built-in?
Business Genie includes over 20 built-in reports covering revenue summary, profit and loss by job type, technician performance scorecard, estimate conversion rates, customer lifetime value, aging receivables, time utilization, mileage and fuel costs, and more. Each report can be filtered by date range, technician, job type, or customer.
Can I build custom reports?
Yes. The custom report builder lets you select the metrics, dimensions, filters, and chart types you need. You can create reports that answer specific business questions like which zip codes generate the most revenue or which services have the highest profit margin. Save custom reports to your dashboard for quick access.
Can I schedule reports to email automatically?
Absolutely. Any report, built-in or custom, can be scheduled to email to one or more recipients on a daily, weekly, or monthly basis. Reports arrive as PDF attachments with the latest data. Most owners set up a weekly revenue summary for themselves and a monthly financials report for their accountant.
How does job profitability analysis work?
Business Genie tracks the full cost of every job: labor time (from the time clock), materials (logged by the technician), subcontractor costs, and overhead allocation. It then compares these costs against the invoice total to calculate profit margin per job. You can view profitability by individual job, job type, technician, or customer segment.
Can I track technician performance?
Yes. The technician performance dashboard shows each team member's jobs completed, total revenue, average ticket size, customer rating average, first-time fix rate, and time utilization. You can compare technicians side by side and identify who needs additional training or who deserves recognition.
Is there a free trial for reporting features?
Yes. All reporting and analytics features are included in the Business Genie free 1-month trial. No credit card required. As soon as you start running jobs through the system, reports populate automatically.
Related Features
Job Costing
Track costs that feed into profitability reports
QuickBooks Integration
Financial data syncs for complete reporting
Dispatch Software
Track dispatch efficiency and response times
CRM
Customer insights and lifetime value analysis
Estimates & Proposals
Track conversion rates and average ticket
Invoicing & Payments
Revenue and payment trends in your dashboard
Ready to See Your Numbers?
Start your 1-month free trial. Dashboards populate automatically as you run jobs. No credit card required.
No credit card required