Reporting & Analytics

"Flying blind"

is the default for most field service owners

Owners making pricing, hiring, and marketing decisions on gut feel — manual reporting takes hours and is already stale by the time it's done

2–4 hrs

lost per week building reports manually

Pulling job data from one system, revenue from another, techs from a spreadsheet — time that should be spent on decisions, not data assembly

75%

of CRM failures start with no reporting baseline

Without data from day one, owners can't prove ROI, justify the subscription cost, or know which jobs actually make money

"I can't do business without it"

is the survival threshold

Software becomes load-bearing when it holds decisions — real-time reporting is what converts a CRM from a contacts list into infrastructure

Reporting gives the business owner a data-driven view of every dimension of operations — revenue, lead conversion, technician performance, job costing, reviews, and referrals. All reports are filterable by date range. Key reports can be scheduled for automatic email delivery.

Revenue This Month

$48,240

+18%

Jobs Completed

14

+3 MoM

Avg Job Value

$3,446

+$220

Review Score

4.8 ★

124 reviews

Revenue by Week — This Month

Week 1

$8,000

Week 2

$14,000

Week 3

$17,000

Week 4

$11,000

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Revenue Reports

Revenue KPI Strip

Metric	Value
Total Revenue (Month)	$48,240
Avg Job Value	$3,446
Revenue vs. Last Month	+18%
Collected vs. Invoiced	94.2%
Fastest-Growing Service	Gutters (+34%)

Revenue by Service Type

Service	Revenue	Share
Roofing	$20,261	42%
Gutters	$13,507	28%
Siding	$8,683	18%
Other	$5,789	12%

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Lead Conversion Funnel

Stage	Contacts	Conversion Rate	Avg Time in Stage
New Lead	84	—	—
Contacted	61	72.6%	1.2 days
Estimate Sent	38	62.3%	3.4 days
Active Project	35	92.1%	1.8 days
Closed Won	33	94.3%	6.4 days

Overall lead-to-close rate: 39.3%

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Technician Performance

Technician	Jobs Completed	Revenue Generated	Avg Job Rating	Hours Logged	Efficiency
Jake Torres	12	$18,400	4.9	96 hrs	94%
Carlos Reyes	9	$14,200	4.7	72 hrs	89%
Mike Alvarez	8	$11,800	4.8	64 hrs	91%
Sarah Kim	6	$9,600	5.0	48 hrs	97%
Dave Park	5	$7,200	4.6	40 hrs	85%

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AI Receptionist Report

Six performance metrics for the AI phone receptionist:

Metric	Value
Calls Handled	147
Leads Captured	43
Avg Call Duration	3:42
Calls Escalated to Human	12
Appointments Booked	31
Estimated Hours Saved	47 hrs

Top Call Reasons (This Month)

Reason	Count	Share
Estimate requests	58	39%
Appointment questions / reschedules	41	28%
Invoice / payment questions	28	19%
General inquiries	20	14%

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Job Costing Summary

Job Costing KPI Strip

Metric	Value
Avg Gross Margin	38.4%
Total Materials Cost	$18,200
Total Labor Cost	$12,400
Highest-Margin Service	HVAC (44%)
Lowest-Margin Service	Gutters (29%)

Profitability Breakdown

Service	Avg Revenue	Avg Cost	Avg Margin
Roofing	$8,400	$4,800	42.9%
Gutters	$2,200	$1,560	29.1%
Siding	$11,200	$7,100	36.6%
HVAC	$4,800	$2,688	44.0%

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Review & Reputation

Review KPI Strip

Metric	Value
Google Rating	4.8 ★
Total Reviews (Google)	124
New Reviews This Month	11
Avg Response Time	4.2 hrs

Review Funnel Metrics

Metric	Value
Surveys Sent	47
Satisfaction Rate	94%
Reviews Posted (Google)	18
Reviews Posted (Facebook)	12
Video Testimonials Captured	6

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Referral Program

Metric	Value
Active Referral Links	38
Referrals Pending	14
Referrals Converted	22
Revenue from Referrals	$74,800
Cost of Rewards Issued	$2,200
ROI on Referral Program	26:1

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Date Range & Scheduling

All reports support custom date range selection:

• Today
• This Week
• This Month
• Last Month
• Last 90 Days
• Last 12 Months
• Custom Range

Scheduled delivery: Any report can be scheduled for automatic email delivery (daily, weekly, or monthly) to any team member with access.

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Access Control (RBAC)

Report	Owner	Manager	Dispatcher	Bookkeeper
Revenue Reports	✓	✓	✗	✓
Lead Conversion Funnel	✓	✓	✓	✗
Technician Performance	✓	✓	✓ (own)	✗
AI Receptionist Report	✓	✓	✗	✗
Job Costing Summary	✓	✓	✗	✓
Review & Reputation	✓	✓	✗	✗
Referral Program	✓	✓	✗	✗