Reporting

Business reporting that answers route level questions

Generic dashboards tell you revenue went down. These tell you it went down because Zone 4 lost three clients to a move away and rain ate nine visits, which is an answer you can act on.

From gut feel to zone level truth

Every report is cut by the dimensions this trade actually runs on: zones, techs, skip reasons, and client cohorts. When a number looks off, the drill down is one click, not a spreadsheet weekend.

Every report in the suite

Revenue and outstanding balances

What came in, what is invoiced, and what is overdue, on one dashboard instead of three exports.

Accounts receivable aging

Overdue balances bucketed by age, so the awkward calls happen at 30 days instead of 90.

Skip reason breakdowns

See exactly how much weather, locked gates, and client requests cost you last month, in visits and in dollars.

Tech productivity

Visits completed, time per stop, and photo compliance per tech. Coaching conversations get numbers instead of vibes.

Zone activity and profitability

Which zones make money and which ones quietly eat drive time. The answer changes routes and pricing both.

Top clients, retention, and lifetime value

Top clients by revenue, cohort retention over time, lifetime value, and churn driver analysis for the ones you lost.

Try it on your own route

Every account starts with a 60 day free trial, no credit card. Your first 3 teammates are included on every plan, and named import tools are ready if you are coming from somewhere else.

60 day free trial · No credit card · Cancel anytime, data stays exportable