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.