Analytics & Reporting

Data-Driven Insights for Smarter Decisions

Transform your service data into actionable insights. Track performance, identify trends, and make informed decisions with comprehensive analytics and reporting.

Real-time updates
12 report categories
CSV export

Key Performance Indicators

+18.2%

$284,590

Revenue

+12.5%

342

Jobs Completed

+5.3%

$832

Avg Job Value

+8.4%

847

Active Customers

Comprehensive Business Analytics

Deep dive into your business metrics with detailed financial and team performance reports

Financial reporting dashboard showing revenue and expense tracking

Track revenue, expenses, and profitability with detailed breakdowns by service, customer, and time period.

Comprehensive Reporting Suite

Generate detailed reports for every aspect of your business

Most Popular

Financial Reports

P&L statements, cash flow, revenue analysis

  • Profit & Loss statements
  • Cash flow analysis
  • Revenue by service/customer
  • Tax-ready reports

Team Performance

Track technician productivity and efficiency

  • Individual performance metrics
  • Hours and revenue by member
  • Jobs completed tracking
  • Workload distribution

Job Analytics

Detailed job metrics and service insights

  • Job completion rates
  • Service type analysis
  • Time-to-completion trends
  • Profitability by job type

Period Comparisons

Compare performance across time periods

  • Month-over-month trends
  • Year-over-year growth
  • Customer acquisition rates
  • Revenue trend analysis

Inventory Reports

Stock levels, usage, and cost tracking

  • Stock level reports
  • Usage trends by item
  • Cost analysis
  • Low stock tracking

Customer Insights

Customer behavior and value metrics

  • Customer lifetime value
  • Retention analysis
  • Top customers ranking
  • Geographic distribution

Reporting Features

Access comprehensive reports that help you understand your business performance and make informed decisions.

Real-Time Data

Live updates as work orders and payments occur

Flexible Date Ranges

View data for any custom time period

Multiple Report Views

12 specialized panels covering all business areas

Export to CSV

Download reports for use in spreadsheets

Analytics Dashboard

Seamless Data Integration

Connect with your existing tools for unified reporting

QuickBooks

Financial data sync

Stripe

Payment analytics

Excel/CSV

Data export

Make Data-Driven Decisions Today

Transform your service data into actionable insights that drive growth and efficiency