The numbers behind the work, without a spreadsheet
Collected revenue, outstanding balance, job completion, lead conversion, and the open estimate pipeline, with trends and status breakdowns.
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- Revenue collected$18,420+12%
- Outstanding balance$3,1809 invoices
- Job completion86%+4 pts
What you collected and what is still owed
Revenue collected and outstanding balance come from the invoices and payments the team recorded, so the dashboard is the same data, counted differently.
- Revenue collected over the period
- Outstanding balance across open invoices
- Numbers drawn from the live invoice records
Collected
$18,420
+12%
Outstanding
$3,180
This week
$2,140
Counted from the invoices and payments your team recorded.
Completion and conversion, not guesswork
Job completion rate and lead conversion show whether work is getting closed out and whether the enquiries are turning into jobs.
- Job completion rate
- Lead conversion rate
- Jobs and leads by status
Rates come from job and lead status, not a manual tally.
Read the month, then follow up
A revenue trend and status breakdowns make it obvious where work is sitting, so the next call is to the right customer.
- Revenue trend over time
- Status breakdown for jobs and leads
- Open estimate pipeline to chase
Jobs
27
Pipeline
$9,480
Avg. job
$682
Open estimates make the next follow-up obvious.
What it changes for your business
Reporting without an export
Consistent numbers across the team
Overdue balances are visible
A clear next follow-up each week
Works alongside
Communications
Portal access, a customer message inbox, and saved replies, so what you told a customer stays on their record instead of in someone's phone.
Learn moreTeam
Invite the people who work with you and give each one a role, with seats that follow your plan and availability kept in the same directory.
Learn moreAutomations
Automation rules with a run history, and recurring service agreements that generate the next job on schedule instead of being remembered.
Learn morePut analytics to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.