Reports & Insights

See the numbers. Understand the story. Make the next move.

Know your revenue, close rate, job volume, team performance, and opportunities without building reports.

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Live operational data Clear team performance Opportunities surfaced
MONTHLY REVENUE$128.4K
CLOSE RATE62%
THE BUSINESS AT A GLANCE

Get answers without spending the afternoon building a report.

Bring financial, sales, job, and team activity together so owners and managers can see what is working, what is changing, and what needs attention.

Revenue visibility

See booked, invoiced, collected, and outstanding revenue without assembling a spreadsheet.

Close rate

Understand how many opportunities become approved estimates, scheduled jobs, and real revenue.

Job volume

Track work scheduled, completed, canceled, and still waiting across the day, week, or month.

Team performance

Review technician workload, completion, revenue, average ticket, and customer outcomes.

Opportunity tracking

Find estimates, overdue invoices, recurring work, and open capacity that deserve attention.

AI-guided insights

Ask practical questions and get useful priorities from the live data already in Pro Suite.

PERFORMANCE OVERVIEW

One dashboard for the numbers that move the business.

Last 30 days
Revenue$128,420 18.4%vs. previous period
Close rate62% 6.2%84 of 136 estimates
Jobs completed214 12.1%31 jobs this week
Average ticket$645 4.8%across completed jobs
REVENUE TRENDBooked vs. collected
Booked Collected
$40K$30K$20K$10K$0
JAN
FEB
MAR
APR
MAY
JUN
JOB MIX214 completed
214JOBS
  • Repair 42%
  • Maintenance 31%
  • Install 18%
  • Other 9%
TEAM PERFORMANCEThis month
Jobs Revenue Avg. ticket
MAMike AndersonHVAC Technician
48 jobs$31,840$663

SJSarah JohnsonService Technician
45 jobs$28,990$644

DMDavid MartinezSenior Technician
43 jobs$27,410$637

CLChris LeeInstallation Technician
38 jobs$25,620$674

TEAM PERFORMANCE

See workload and results without turning people into a spreadsheet.

Review the team's volume, revenue, average ticket, utilization, and job outcomes together. Use the numbers to coach, balance workload, and recognize strong performance.

Balance capacitySee who is overloaded, who has room, and how work is distributed.

Understand the resultConnect completed work to revenue, average ticket, and customer outcomes.

Coach with contextUse consistent data to support useful conversations and decisions.

OPPORTUNITIES & ATTENTION

Find the next dollar and the next problem before either gets lost.

Bring estimates waiting for approval, overdue invoices, recurring service, and open capacity into one actionable queue.

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ESTIMATES AWAITING APPROVAL$18,640

12 open estimates ยท 4 viewed today

Follow up
OVERDUE INVOICES$4,280

2 invoices more than 14 days past due

Review
MAINTENANCE DUE24 customers

Service opportunities in the next 30 days

Schedule
OPEN CAPACITY3 openings

Tomorrow afternoon across two technicians

Fill slots
ASK PRO SUITE

Ask a business question instead of building another dashboard.

Ask how revenue is trending, which invoices are overdue, what jobs need attention, who is available, or where customer follow-up is waiting. Pro Suite uses live operational context to help answer.

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ACT ON THE NUMBERS

A clearer path from activity to decision.

01

Capture the activity

Jobs, estimates, invoices, payments, schedules, and team actions stay connected.

02

See the pattern

Review trends, totals, rates, workload, and performance in consistent views.

03

Find the opportunity

Surface follow-up, open capacity, overdue money, and recurring work.

04

Take the next action

Move directly from the insight to the customer, job, invoice, or team workflow.

READY TO SEE THE WHOLE BUSINESS?

Turn live operational data into clearer decisions.

Start a 14-day free trial and bring revenue, close rate, job volume, team performance, and opportunities into one view.

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