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Reporting

Decisions backed by numbers, not gut feel

Every hour, part and invoice rolls into reporting that tells you which jobs, crews and customers actually make money.

  • Protected margin
  • Smarter pricing
  • Faster month end
Overview

Custom reports on the jobs that make you money

Generate and share custom reports filtered by job type, trade, status and technician.

Track project expenses, monitor profitability, compare actual costs to estimates and make sure your next bid is priced on reality.

  • Filter by job type, trade, status, technician
  • Actual versus estimated cost comparison
  • Profitability by job, crew and customer
  • Shareable and exportable
Business benefits

What it changes for the business

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

Faster

Protected margin

Compare job expenses with estimates and billing so your team can spot work that needs attention before costs go unnoticed.

Clearer

Smarter pricing

Use actual labour and material costs from completed jobs to inform the next estimate rather than relying on assumptions alone.

Safer

Faster month end

Filter and export connected job and financial records so month-end review starts with the numbers, not a search for scattered spreadsheets.

Feature highlights

Inside Reporting & Analytics

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

Job-level P&L

See profit per job, not just per month.

Crew and customer insight

Find your best work and your quiet leaks.

Exportable everything

Take the numbers to your accountant or your board.

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

    Reporting & Analytics

    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 Reporting & Analytics on your next job.

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