Reports & Analytics

Reports give you a data-driven view of your business performance. Track revenue, job volume, invoicing health, customer growth, and service quality.

Plan levels

• Reports (basic) — unlocks the main Reports dashboard (reports_basic plan feature).
• Reviews report — requires advanced reporting (reports_advanced) in addition to reports.view permission.

If either surface is missing, upgrade through Plan & Billing.

Accessing reports

Navigate to Reports from the main menu. Choose a date range to focus your view:

• This month
• Last month
• Last 90 days
• This year
• All time

Key metrics

Revenue

• Total revenue — sum of all paid invoices in the selected period.
• Collection rate — percentage of invoiced amounts that have been collected.
• Monthly revenue chart — trailing 12 months of revenue trends.

Jobs

• Jobs by status — how many are scheduled, in progress, completed, or cancelled.
• Completion rate — percentage of jobs that reached completion.
• Average job value — mean dollar amount for jobs with a value.

Invoicing

• Outstanding invoices — total of sent and overdue invoices.
• Overdue count — how many invoices are past their due date.
• Monthly invoicing chart — paid vs. unpaid invoice trends.

Customers

• Total active customers and new customers in the period.
• Portal-enabled customers — how many have portal access.
• Top 5 customers — ranked by total paid invoice revenue.

Customer growth

A trailing 12-month chart showing new customer additions over time.

Reviews report

For a detailed look at service quality, go to Reports → Reviews:

• Filter by team member, star rating, customer, service type, or date range.
• View your average rating, star distribution, and per-tech averages.
• Browse individual reviews with customer names, ratings, and comments.

See Leaving Reviews for how customers submit reviews.

Tips

• Check reports weekly to spot trends early — declining completion rates or rising overdue invoices are worth investigating.
• Use the reviews report to identify top performers and address service quality issues.
• Share revenue and growth metrics with your team to keep everyone aligned on business goals.