Turn Your Business Data Into Actionable Insights

Visualize revenue trends, measure technician productivity, identify your most profitable services, and track client growth over time. Every metric updates in real time as your team works.

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The Problem

Without clear reporting, you are running your business on gut feeling. Decisions about hiring, pricing, and marketing need data, not guesswork.

No Clear Picture of Revenue Trends

You know money is coming in, but you cannot tell if revenue is growing, flat, or declining month over month. Without trend data, you miss early warning signs and growth opportunities.

Technician Performance Is Invisible

Some technicians complete twice as many jobs as others, but you have no data to measure it. Without productivity metrics, you cannot reward top performers or coach underperformers.

Service Profitability Is Unknown

You offer multiple services but do not know which ones generate the most revenue or get booked most frequently. Pricing and marketing decisions happen without the data to back them up.

How It Works

Open the Reports Dashboard

Navigate to the Reports page to see your complete business analytics. KPI cards at the top show revenue, job count, client growth, and average job value at a glance.

Explore Visual Charts and Trends

Interactive charts display revenue over time, work order trends, technician comparisons, and service breakdowns. Hover over data points for detailed figures on any time period.

Filter by Date Range

Narrow your analysis to any time window using the date range picker. Compare this quarter to last quarter, or drill into a single week to understand a revenue spike.

Export Data as CSV

Download any report as a CSV file for deeper analysis in Excel or Google Sheets. Filtered views export exactly the data you see, making it easy to share insights with partners or accountants.

Key Capabilities

Revenue Trend Analysis

Track monthly and weekly revenue with line charts that show growth patterns. Identify seasonal trends, measure the impact of pricing changes, and forecast future income based on historical data.

Technician Productivity Metrics

Compare job completion rates, average job duration, and revenue generated per technician. Use these insights to balance workloads, set performance goals, and make informed hiring decisions.

Top Services Breakdown

See which services generate the most revenue and get booked most frequently. Identify underperforming services that may need repricing or better marketing to drive demand.

Client Growth Tracking

Monitor new client acquisition over time and track the ratio of active versus inactive clients. Spot growth trends and measure the effectiveness of your marketing and referral efforts.

KPI Dashboard Cards

Key performance indicators are displayed as summary cards at the top of the reports page. See total revenue, completed jobs, new clients, and average job value updated in real time.

Date Range Filtering and CSV Export

Apply custom date ranges to any report and export the filtered results as CSV. Share reports with business partners, import into accounting software, or build custom spreadsheets.

See It in Action

Preview the reporting dashboard that gives you complete visibility into revenue, productivity, and growth metrics across your business.

Revenue This Month

Revenue Growth

Avg. Job Value

March 2026

$42,680 from 111 completed jobs

+12.4%

February 2026

$37,960 from 98 completed jobs

+8.1%

January 2026

$35,120 from 89 completed jobs

+3.2%

Frequently Asked Questions

You can filter reports by any custom date range using the date picker. Common presets include this week, this month, this quarter, and this year. All charts and KPI cards update instantly when you change the time period.

Yes. Every report view has a CSV export button that downloads exactly the data displayed on screen. If you have filters applied, the export reflects those filters. The CSV files open directly in Excel, Google Sheets, or any spreadsheet application.

Technician productivity is measured by completed job count, total revenue generated, and average customer rating within the selected time period. These metrics help you compare team members objectively and identify coaching opportunities.

Advanced reporting is available on Professional and Business plans. Starter plan users see basic dashboard metrics like job counts and revenue totals, but the full reporting suite with charts, technician comparisons, and service breakdowns requires an upgrade.

Pricing

professional

Professional Plan and Above

Advanced reporting with visual charts, technician productivity, service breakdowns, and CSV export is available on Professional ($199/mo) and Business ($349/mo) plans.

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