Know your numbers. Every month, without the spreadsheet.

The monthly report

Your month, in your inbox on the 1st.

At 8 AM on the 1st, your time, the owner gets last month's report by email, with the full report attached as a PDF. It's also in Reports, where any past month can be opened, downloaded or made again.

• Money collected, profit and margin, against the month before and the same month a year earlier
• What to work on next: money past due, quotes waiting, jobs running over on hours, work that made the least
• Jobs finished, with what each one made, and margins by kind of work
• Where customers and money came from, hours by person, calls answered, website visitors, ratings and campaigns
• Google search, with Search Console connected (Front Office and up): clicks, your average spot, the keywords you track and your top searches
• What's coming up: money owed, accepted work not billed yet, quotes waiting, and how booked the crew is

Where things are heading

Trends that say how they were worked out.

Reports shows each number month by month for up to two years: money collected, profit, margin, leads, jobs won, close rate, average job, hours, calls, website visitors and your rating. Pick one to see where it's going.

• No trend until there are 3 full months of records. No guessing from a few weeks.
• The recent pace, or the straight line through your months when it fits them
• After a year, the same months last year, so a quiet winter isn't read as a drop
• Projected months are drawn as outlines, with a line saying exactly what they're based on
• Download the months as Excel or CSV
• Bring in the money you collected and spent before, from a spreadsheet, and the money months start with your history. How it works

Ask

Ask your numbers in plain words.

Type or say a question: "Which jobs made the most profit last month?", "Who's over on hours?", "How are we trending this year?", "This month against last month". The answer comes from your records, with the customers and jobs it used one tap away.

• Covers money, jobs and profit, hours, job pace, receipts, ratings, the website, campaigns, daily reports and trends
• Every number in an answer is checked against your records; if an answer doesn't check out, you're shown the records themselves instead
• Download any answer: the table behind it as Excel or CSV, or the whole answer as a PDF
• Ask it to do something, like resend an invoice, and it shows you first and waits for your yes

Profit on every job

Which work pays, and which doesn't.

A job counts as finished when its final invoice is paid in full. Its profit is what you billed before tax, less the receipts on it, the hours worked at each person's cost per hour, and card fees. The report lines them up, and groups them by kind of work, so you can see where to raise a price.