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Reporting

The state of the business, always on screen

Configurable dashboards surface today's jobs, this week's revenue and the margin trend that matters — updated live.

  • Earlier warnings
  • Shorter meetings
  • Clear accountability
Screenshot placeholderDynamic Dashboard in Progress
Screenshot placeholderDynamic Dashboard overview
Overview

The state of the business, always on screen

Configurable dashboards surface today's jobs, this week's revenue and the margin trend that matters — updated live.

  • Earlier warnings
  • Shorter meetings
  • Clear accountability
Business benefits

What it changes for the business

The operational and financial difference contractors see once this is running.

Faster

Earlier warnings

Live job and financial totals help your team spot stalled work or changing trends while there's still time to investigate.

Clearer

Shorter meetings

Shared views of current jobs and totals let your team discuss the next action instead of assembling status updates during the meeting.

Safer

Clear accountability

Drill into the jobs behind a metric so the team can see where attention is needed and agree who handles the follow-up.

Feature highlights

Inside Dynamic Dashboard

The parts of this module your team will touch every single day.

Role-aware views

Owners, dispatchers and PMs each see what they need.

Live updates

Numbers move as the field works.

Drill-down

Click any metric to reach the underlying jobs.

Workflow

Where this fits in the job lifecycle

Information moves in one direction — forward — with no re-entry between stages.

  1. Step 1

    Customer

    Request captured

  2. Step 2

    Estimate

    Scope and price

  3. Step 3

    Job

    Scheduled and dispatched

  4. Step 4

    Dynamic Dashboard

    Where this feature works

  5. Step 5

    Invoice

    Billed from real data

  6. Step 6

    Reporting

    Margin visible

Frequently asked questions

Still unsure? A 30-minute demo answers most of it.

See it live

Run Dynamic Dashboard on your next job.

Book a live demo with someone with someone who has actually run jobs.