Periods and comparison
This week, this month, the last 90 days, this quarter, this year or any dates. Every number is compared with the period of the same length before, with an arrow and a sign.
Your business in numbers, on one page, compared.
Tabs for jobs, team, customers, estimates, services and materials, stock, time and leave. Pick a period and compare it with the one before; every number says how it is worked out.
What you can do
The right chart for the data
Counts per period as columns, money over time as a line, parts of a whole as stacked columns, groups as ranked bars. Hover any chart for the details.
Jobs and team
Jobs opened, completed and canceled, job value, on-time starts and days to complete; jobs per person, time on site and hours worked.
Customers and estimates
New and returning customers, by lead source and district, top customers; estimates sent, approved and declined, win rate and days to answer.
Services, materials and stock
Most used services and materials, value by trade, material margin; stock used, received, lost and corrected, and stock value per warehouse and vehicle.
Time and leave
Hours worked, overtime and total to pay per person; leave days by type and person, and requests waiting.
How it works
- 1
Pick a tab
Choose the part you want to look at; apps that are off have no report.
- 2
Set the period
Choose the period, grouping by day, week or month, and a person or job type if you like.
- 3
Share it
Export the tables as CSV or print them; the page address keeps your choices.
Questions
Who sees reports?
Owners, admins and dispatchers. Costs and margins, and the time and leave reports, are for owners and admins only.
Are amounts with VAT?
No. Job and estimate amounts are shown before VAT.
Can I see how a number is worked out?
Yes. The info icon beside each number explains what is counted.
Use it with
Dashboards
On the home page: dashboards for jobs, customers, estimates, team, services and materials, and stock. The numbers update live.
Learn moreJobs and schedule
Open a job on one page when a customer calls, drag it to a technician on the schedule, and follow each stage. Late jobs and those that need a look gather on the home page.
Learn moreTime and attendance
Technicians clock in and out by scanning the QR code on site. 45-hour weeks, 150% overtime, weekly rest day and public holiday rules are built in; export at month end in one click.
Learn moreReady when you are.
Create your company, invite your team and open your first job today.