See what's working and what isn't
Over forty ready-made reports on revenue, jobs, quotes, team hours and profit — filtered by date and shared with a link.
Reports & insights that just works
Revenue
By client, service, team member and period.
Jobs
Status, cycle time and profitability.
Quotes & leads
Win rate, sources and pipeline.
Team
Hours, overtime, attendance and productivity.
Shareable
Filters live in the link — share exactly what you see.
Export
Download any report as CSV.
Insights at a glance
The insights dashboard pulls the key numbers together so you can spot trends early.
- Revenue and job trends
- Top clients and services
- Team performance
Numbers on every list
Leads, clients, quotes, jobs and invoices each open with KPIs, a trend chart and a breakdown.
- Five KPIs per list
- Trend and breakdown charts
- Pick any date range
Three steps to get going
1. Create your free account
No credit card — add your business, services and prices.
2. Invite your team
Staff join by email and get their own worker portal.
3. Start using reports & insights
It's connected to everything else from day one.
Works even better together
Invoices & payments
Invoice finished jobs and chase what's overdue.
Payroll
Salary or hourly pay with leave and deductions.
Leads & pipeline
Capture website enquiries and follow up on time.
Common questions
Yes, every report exports to CSV.
Filters are stored in the link, so you can share the exact view.
Report access follows team roles, so field workers don’t see company financials.
Try it with your own business — free
No credit card or payment details. Set up and invite your team in minutes.