Reports anyone can run, and get by email.
Job volume, response times, backlog, callbacks, ratings, workload, job costs and more, grouped any way you need, as CSV or PDF, sent on a schedule.
Why it matters
Every Monday someone exports a spreadsheet and rebuilds the same report by hand.
In practice
- Monthly numbers for the owner. A window cleaning office manager schedules a monthly PDF of jobs completed by job type, sent to the owner on the 1st.
- Weekly backlog for the service manager. An HVAC company emails a weekly backlog report by technician every Monday morning.
How it works
Pick a report and grouping
By team, job type, service area, channel, crew or technician.
Save it
With a period like “last month” that moves forward on its own.
Schedule it
Daily, weekly or monthly, as PDF or CSV, to any email address.
Key features
Ready-made report types
Volume, response times, backlog, outcomes, workload, job costs and more.
Group any way
By team, job type, service area, channel, crew, technician or month.
Business-hours timing
Measure in calendar time or in your business hours and holidays.
CSV and PDF
Spreadsheet-ready or print-ready.
Scheduled emails
Daily, weekly on Mondays or monthly on the 1st, or send now.
Recipients without accounts
Send to your accountant or a partner; they see only what the report shows.
Common questions
Do we need to know SQL or Excel?
No. Pick the report, the grouping and the period.
Can people outside the company get reports?
Yes. Any email address can receive a scheduled report.
Can we export the raw jobs?
Yes. Any filtered list on the job board exports to CSV. See the job board.