Intelligence
Reporting & Analytics
Business intelligence across sales, operations, and financials.
Standard Reports Library
Pre-built reports for owners, managers, finance, and operations. Export as PDF, Excel, or CSV.
Financial Reports
Revenue, labor, materials, equipment, gross profit and margin vs prior period.
Revenue by period, cumulative, by customer, and by job type with growth %.
Lifetime revenue, cost to serve, gross profit, margin %, job count, and avg size.
By customer with invoice details grouped by age bucket (current, 30, 60, 90+).
Line-by-line margin for every job, sorted lowest first to spot problem jobs.
Operational Reports
All projects with PM, dates, on-schedule indicator, progress %, and crew.
% of projects completed on schedule, delays, reasons, by PM and job type.
Available vs scheduled vs worked, utilization %, overtime, idle time.
Total units, in-use, utilization %, and maintenance schedule.
Quantity, cost, unit cost trend, usage by job, waste %, supplier comparison.
Total waste cost, %, by job, crew, material type, and root cause.
Sales Reports
Leads by stage, quotes by age, conversion, avg stage time, rep performance.
Rejected bids, competitor patterns, decision insights, average bid value.
Customers acquired, source, type, first project value, and CLV estimate.