๐Ÿ“Š Advanced Reporting

Make smarter decisions with real-time insights into revenue, performance, and profitability

Real-Time

Live revenue tracking

100+

Pre-built report templates

Custom

Build any report you need

Export

To Excel, PDF, or CSV

BUSINESS INTELLIGENCE

See the full picture of your business

Stop guessing. Start knowing exactly what's working and what's not.

Revenue Analytics Dashboard

Track daily, weekly, and monthly revenue in real-time. See which services drive the most profit, identify seasonal trends, and forecast future growth with confidence.

Know exactly where your money comes from

Technician Performance Tracking

Compare technicians by revenue generated, jobs completed, customer ratings, and average ticket size. Reward top performers and coach those who need help.

Identify your MVPs and coaching opportunities

Service Mix Analysis

Understand which services are most profitable, which have the highest margins, and which take the most time. Make data-driven decisions about where to focus your marketing.

Focus on high-profit services

Efficiency Metrics

Track average job duration, drive time vs work time, and jobs per technician per day. Find bottlenecks and optimize your operations for maximum productivity.

Eliminate waste and do more jobs

Profitability Reports

See gross profit margins by service type, customer, and technician. Understand your true costs including labor, parts, and overhead to price jobs correctly.

Price jobs for maximum profit

Custom Report Builder

Build custom reports with any data combination you need. Export to Excel, PDF, or CSV for your accountant. Schedule reports to email automatically every week.

Get the exact insights you need
DATA-DRIVEN SUCCESS

How reports drive real business growth

Seasonal Demand Planning

Reports show AC service calls spike 200% in June. You hire 2 temporary techs in May, stock extra parts, and capture every emergency call while competitors are booked solid.

Capture $40K extra revenue in peak season

Low-Performer Coaching

Dashboard reveals one tech averages $800/day while others average $1,200/day. Manager reviews calls, identifies upsell training need, and tech revenue jumps 35% in 30 days.

Turn B-players into A-players with data

Service Line Profitability

Report shows drain cleaning is 45% margin but water heater installation is only 18% margin. You raise water heater prices 20% and focus marketing on drain service.

Increase overall profit margin by 12%

Why guessing is costing you money

Make decisions based on data, not gut feeling

Identify your most profitable customers and services

Spot trends before they become problems

Optimize pricing with real cost data

Share reports with investors or lenders easily

"The profitability reports showed we were losing money on water heater installs at our current pricing. We raised prices 15% and our margin jumped from 12% to 28%. That's an extra $45K profit this year on the same number of jobs."

Tom Wilson

Owner, Wilson Plumbing Solutions

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