Reporting & Analytics

Dashboards for the morning huddle, analytics for the monthly review, and branded PDF reports for clients. Revenue, ticket resolution, technician utilization, SLA compliance — measured, not guessed.

What you get

• Operational dashboards: open work, overdue, on-site now
• Financial analytics: revenue, outstanding invoices, payments
• Per-technician workload and time tracking rollups
• Branded PDF reports generated on demand
• Exports for the spreadsheet die-hards

The morning number, every morning

Open tickets, critical issues, who's on site, what's overdue — the dashboard answers the first five questions of the day before anyone asks them. Filter by team, client, or date range and the picture sharpens.

• Live counts of open, critical, and overdue work
• Activity summaries across projects, tickets, and visits
• Drill from any number straight to the underlying records

Follow the money

Revenue by month, invoices outstanding versus collected, estimate win rates, and agreement income — the financial analytics show whether the busy weeks were profitable weeks.

• Revenue and payment trends over time
• Outstanding balance and aging visibility
• Estimated versus actual hours per job

Reports your clients will actually read

Generate branded PDF summaries of a project or a ticket history in one click — clean enough to send straight to a property manager or facilities director without touching a slide deck.

• On-demand PDF generation with your branding
• Project summaries and ticket reports
• Data exports for deeper analysis elsewhere