Reporting & opportunities
Numbers that separate cash from promises.
Analytics keeps collected revenue apart from completed-work value and estimate value, so nobody mistakes a quote for income. The opportunity engine turns the data into a ranked to-do list: overdue invoices, unsold estimates, unbooked calls, maintenance due, renewals, aging equipment, low stock and reactivation.
Analytics and opportunities in every plan; advanced reporting on Business or as an add-on.
What it does
- Analytics
- Collected revenue, completed work, gross profit after parts, average ticket, labour vs parts revenue, outstanding and customer counts over any period.
- Estimate pipeline
- Created, sent, accepted, declined and expired values, acceptance rate and conversion to jobs.
- Opportunities
- Each item shows its priority score and the facts behind it, with Done, Snooze and Dismiss.
- Audit log
- Every privileged action with actor, entity and summary; secrets are redacted before writing.
- Advanced reporting
- Attribution, profitability and technician performance (Business plan or add-on).
Works with
See it with your own company name on it.
Create your company, pick a layout, and book your first job — the trial is free and needs no card. 14-day free trial.