Business Health

With over 20 built-in reports, you’ll know exactly how your business is doing.

21 guides

Checklists ReportChecklists (previously called job forms) are customizable forms that can be attached to assessments and jobs so that your team can collect i…4 min read Clients ReportThe clients report gives you valuable insight into where your clients are coming from, helping you track the effectiveness of your marketing…5 min read Insights DashboardThe insights dashboard is your one-stop view for understanding business performance at a glance. Designed to help service professionals trac…13 min read Invoices ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.4 min read Lead Source ReportThe Lead Source Report helps you see which marketing channels are bringing in the most valuable leads. By tracking the number of leads—and t…3 min read Quotes ReportThe quotes report is where you'll find an itemized list of all your quotes, including a link to view the quote as well as details like the c…7 min read Recurring Jobs ReportThe recurring jobs report lists your recurring jobs along with important details about them. An updated version of the recurring jobs report…3 min read Reports BasicsWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.8 min read Requests ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.4 min read Team Productivity ReportThe team productivity report provides a view into your team's performance, making it easier than ever to track how productive your team is.…5 min read Visits ReportVisits are the scheduled dates and times when you go to a client's property to perform a service. The visits report lists visits that fall w…5 min read Client Communications ReportWith over 20 built-in reports, you’ll know exactly how your business is doing.4 min read GPS Waypoint TrackingEfficiently route the day's work, assign incoming jobs to the closest team member on the map, and know their whereabouts as they're on the m…3 min read One-Off Jobs ReportThe one-off jobs report lists your one-off jobs along with filtering options and data columns to save you time and find the information you…6 min read Invoice and Payment ReportsWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.3 min read Client Re-Engagement ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.2 min read Taxation ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.2 min read Products and Services ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.2 min read Client Balance Summary ReportWith over 20 built-in reports, you’ll know exactly how your business is doing. Learn more.4 min read Projected Income ReportWith over 20 built-in reports, you’ll know exactly how your business is doing.2 min read Jobber Payments ReportsWith two reports, track your transactions and know when to expect a payout.8 min read