See Where Your Money and Time Actually Go
Roll up revenue, profit, job volume, and technician productivity across any date range. Slice by service, tag, branch, or custom field. Built-in KPI cards, trend charts, and CSV export for accounting.
Live in 5 minutes · No setup fee · No long-term contract
Where your money actually goes
Most service businesses run on gut feel because their data lives in three places — the calendar, QuickBooks, and a spreadsheet. By the time you reconcile it, the month is over.
Revenue Looks Fine, Profit Doesn't
The top line is healthy, but you have no idea which services, technicians, or client segments are actually profitable. The losing jobs hide inside the average.
Trends Are Invisible Until Too Late
Without weekly trend charts, a 15% drop in bookings reads as a quiet week. Three months later you realize it was a slide and not a blip — and the cause is gone cold.
Tax Time Is a Reconciliation Nightmare
Pulling year-end numbers means exporting from the CRM, exporting from Stripe, and stitching them together in Excel. CPAs charge by the hour and you pay for the mess.
How the numbers come together
Open the Reports Dashboard
Owners and managers see Reports in the sidebar. The default view shows the current month with revenue, jobs completed, and active clients up top.
Pick a Date Range
Choose any range — last 7 days, last 30, last quarter, year to date, or custom. Every chart and KPI redraws for the range you select.
Slice by Dimension
Filter or group by service, technician, branch, client tag, or any custom field. Drill from a top-line number into the rows that built it.
Export for Accounting
Every report exports to CSV with raw rows so your CPA, your spreadsheet, or QuickBooks can pull it in without re-entry.
What the reports show
Revenue & Profit Trends
Daily, weekly, and monthly revenue trend lines with profit overlay. Spot drops the same week they happen instead of next quarter.
Work Order Volume by Status
Stacked area chart of scheduled, in-progress, completed, and invoiced work orders. See bottlenecks before clients call to ask what's going on.
Technician Productivity
Jobs completed, hours billed, gross margin, and average ticket per technician. Identify who's closing profitable work and who needs coaching.
Top Services by Revenue
Ranked list of services by revenue, count, and average ticket. Stop selling the loss-leaders you didn't know were loss-leaders.
Client Growth & Retention
New clients per month, repeat-job rate, and client lifetime value. Find the cohorts that stick and double down on the channels that bring them in.
Slice by Tag, Branch, Custom Field
Every chart filterable by client tag, branch, or any custom field on a client. Run any cut you can imagine without leaving the dashboard.
CSV Export
One-click CSV of any report with raw underlying rows. Drop it into Google Sheets, QuickBooks, or hand it to your accountant.
KPI Cards
Glanceable revenue, jobs completed, average ticket, and outstanding balance cards at the top of the dashboard. The numbers you check every Monday morning, ready in one place.
Industries using Reports Dashboard
The service businesses that get the most out of this feature, and the specific way each one uses it.
HVAC
Revenue per service, per technician, per month
Marketing Agency
Hours per client per month with profit visibility
Pest Control
Recurring vs one-off revenue mix and renewal rate
Law Firm
Billable utilization by attorney, matter type, and month
Salon & Barbershop
Stylist productivity and client retention by chair
Before and after Reports Dashboard
A real Monday-morning dashboard
Real reporting numbers from Smarfle service businesses running monthly closeouts.
Revenue
Jobs Completed
Avg Ticket
AC Tune-Up
84 jobs / $33,600 revenue
Drain Cleaning
32 jobs / $4,800 revenue / -2% MoM
Mike (Tech)
47 jobs / 68% gross margin
Outstanding A/R
12 invoices over 30 days
Reporting questions
No. Reports are visible to owners and managers only. Technicians see their own work orders and time entries but not aggregate revenue or other technicians' numbers.
No. Reports give you operational visibility — what you sold, who sold it, what it cost. You still keep QuickBooks for tax filings, payroll, and your CPA's audit trail. CSV export bridges the two.
Gross profit = invoice revenue minus parts cost (from the inventory catalog at time of use) minus job expenses logged on the work order. Labor cost is included if you have hourly rates set on technicians.
Yes. Every chart and KPI accepts a tag, branch, or custom-field filter. Run revenue by VIP tag, jobs by branch, or top services by client tier.
Yes. Reports query the live database — invoice a job and the dashboard reflects it on next page load. No nightly batch.
Pricing
Reports Dashboard Is Included
Full reporting is included on every plan. No row caps, no per-export fees, no separate analytics seat to license.
Included
View all plansPairs well with
Data Export
Export clients, work orders, invoices, and time entries to CSV at any time.
Per-Job Expense Tracking
The cost data that powers profit reporting — log parts, materials, and subcontractor spend on every job.
Time Tracking
Hourly rates and time entries roll into per-technician productivity and labor-cost reporting.
Ready to try Reports Dashboard?
Start your 7-day free trial. No credit card required.