Business Analytics & Income Reports for Service Pros

Customize Your Report Range

Get the data you need for any period. Easily customize your report range to view stats for a single day, a month, or a year. You can also use multiple preset date ranges or set a preferred default. The report will include all data within your chosen range, giving you the flexibility to analyze your performance over time.

• Customize to any date range
• Multiple preset date ranges
• Preferred range stays as default
• Report includes all data in range

Basic Usage & Growth Data

See your business growth at a glance. View basic usage stats, including the number of customers, jobs, estimates, and invoices created within a specific date range. This information is essential for understanding your business's performance. You can also view and download all of your data.

• See total items & itemized lists
• Track new customers over time
• View & download all your data
• View all uploaded images

Analyze Your Estimate Performance

Get a clearer understanding of how your estimates are performing. Detailed reports show you the number of estimates sent, their approval rates, average time to acceptance, and the types of estimates created. This information allows you to identify trends and make informed decisions to enhance your business's profitability.

• Multiple data points & graphs
• Estimate approval average & rate
• Estimate line item statistics
• View all estimates in date range

Job & Invoice Reports

Get a deep dive into your job and invoice data. See the total number of jobs completed, the types of jobs performed, and their contribution to your overall income. This information helps you monitor your productivity and pinpoint your most profitable services.

• View a list of jobs in date range
• Job completion statistics
• Job type and billable breakdown
• Invoice paid time & stats

Realized Income & Profit Report

Analyze your income from invoices, including the total amount received, the types of income generated, and how they contribute to your overall financial health. Easily track your collected tax obligations and understand your gross and net totals, minus any losses.

• Realized income data & graphs
• View income types and bad debt
• Track collected tax obligations
• Gross & net totals minus loss

Invoice Payment Breakdown

Gain insights into your cash flow with a detailed payment breakdown. View total amounts received, the types of payments made (e.g., credit card, cash, check), and how they contribute to your overall income. This helps you understand payment trends and make better financial decisions.

• Payment totals with graphs
• Track totals for each payment type
• View payment trends & percentages
• Itemized payment breakdown list

Job Expense Breakdown

Get a clear picture of your job profitability. View your expenses in detail, including the total cost of each job, the types of expenses incurred, and how they affect your overall profit and loss. This helps you understand where your money is going and how to optimize your spending.

• Understand your business costs
• View Profit vs. Loss data & graphs
• Totals with itemized breakdown
• View expense type totals

Download Your Business Data

You have full access to your data. View itemized lists within any report with clickable items to view the dashboard for each entry. For your personal records or tax purposes, you can download all of your report data in CSV format at any time. Your data is yours to keep.

• View a list of data in report
• Click a list item for its dashboard
• Download data for any date range
• Your data is yours to keep