Reports
Your numbers, without the spreadsheet.
Arrange your Today dashboard, run 11 built-in reports, or build your own. Email any of them on schedule.
Today
Start the day with the numbers.
Pick from 13 widgets, drag them into order and compare by week, month or year. Each person sees what their role allows.
Built-in reports
Eleven reports, ready to run.
Revenue, aging, productivity, tax and more. Filter by date, then export to CSV or PDF.
- Revenue overview and AR aging
- Technician productivity
- Quote and job conversion
- Tax collected and customer reviews
Custom reports
Build the one you need.
Start from jobs, invoices, payments, customers, reviews or line items, and shape it your way.
- 01Pick a data source.
- 02Choose columns, grouping and totals.
- 03Save it as a template.
- 04Email it daily, weekly or monthly as PDF or CSV.
Built for the trades
Get back to the work you’re good at.
Tell us about your business and we’ll get you set up.