Operations
Reporting & Analytics
See the business behind the busy.
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
01
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
02
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
03
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
Keep exploring
Explore more features
See reporting & analytics in action
Set up your team in minutes and try it on your real jobs — free, no credit card required.