Reporting

See the numbers. Grow smarter.

Dashboards and reports for revenue, jobs, customers, and sales tax—filter by date, team, or service and export what you need in seconds.

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Revenue, aging, and profitability at a glance

See expenses, A/R aging, profit & loss, and payment breakdowns in one place—filter and export fast.

Monitor estimate volume, time to close, and win rate so you can follow up and convert more work.

Break down revenue by customer, property, crew, or region—forecast growth and compare periods.

Get clean totals by city, county, and state—organized and ready to file or share with your accountant.

Explore connected tools that work seamlessly with Reporting; Switch, Scale, and Streamline Your Day.

Track labor time on visits and jobs to improve accuracy and costs.

Create branded invoices and get paid faster—cards and ACH accepted.

Manage and access customer details anytime—office or on the go.

Sync customers, invoices, and payments—no double entry.

Build efficient routes with smart sequencing to reduce drive time.

Securely store cards and auto-charge on schedule or completion.