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.
  • Add-ons Report

    The Add-Ons Report provides a detailed overview of chemical usage for compliance with state regulations.
  • Billable Efficiency Report

    The Billable Efficiency Report shows how your crew’s worked hours compare to billable job time, helping you understand where time is being used effectively and where unbillable hours occur.
  • 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

    Access data like user activity, login history, and key performance metrics of your employees.
  • GPS Tracking

    GPS Tracking feature lets you view your employees' location and stats for a chosen date range, helping you monitor team activity.
  • 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.