Cliеnts
Lead Statistics
Understand and analyze lead statistics to track referral sources, evaluate conversion performance, and measure sales results.
Email Statistics — Deeper Insights into Your Sent Emails
Learn how to review and analyze the performance of your sent emails using the Email Statistics module.
Sales Statistics — Insights Across the Sales Journey
Estimatеs
Estimates Reports
Access detailed insights into estimator performance, estimate-to-workorder timelines, and financial outcomes to optimize workflow and revenue management.
Estimators Statistics
Learn how to track estimator performance, review client confirmations, analyze man-hour returns, and monitor tasks and leads.
Workordеrs
Workorders Reports
Overview of workorder status, financial results, and due payments.
Near Miss/Incidents
Centralized view of near miss and incident reports with notifications and workorder tracking.
Job Performance
This report is a tool for analyzing job estimates versus actual execution by tracking revenue, hours, and crew efficiency.
Workorder Performance
View performance metrics at the workorder level to evaluate labor efficiency across multi-job projects. Helps track estimator accuracy and overall crew performance over time.
Invoicеs
Invoices Reports
Track invoices, payments, taxes, and outstanding balances within a chosen date range with Invoices Reports
Invoices Summary
Find the breakdown of invoices by status, payments, discounts, and taxes with charts and graphs for clear visualization.
Schеdulе
Crew Schedule Statistic
Track job scheduling, workload distribution, and financial performance across crews with Crew Schedule Statistics.
Accоunting
Client Payments
Learn how to track, filter, and analyze client payments in one place using the Client Payments module.
Personnеl
User Statistics
GPS Tracking
Users History Log Analytics
Track employee activity on the platform by showing accessed pages, timestamps, and IP details.
Users Login Activity Analytics
Track when and where employees log in to the system with Users Login Activity.
Support Vs. Field Payroll Report
Get a graphical comparison of payroll differences between support and field users through the years.
Absent Day Statistics
Learn how to track, create, and manage employee absences using the Absent Day Statistics module.
KPI Reports
KPI Reports
The KPI Reports module is a reporting tool built to help Admins track income across different sources.