The reports your business actually needs.
Build custom reports with drag-and-drop simplicity — combining sales, operations, and financial data into the views that drive your decisions.
How it works
Pick from your available data sources - jobs, revenue, crew performance, or financials - and drag the fields you want into your report layout. Apply filters, set date ranges, and save it for quick access. Schedule it to run automatically and land in your inbox.
Key benefits
- Drag-and-drop report builder
- Cross-functional data
- Scheduled delivery
- Shareable dashboards
Frequently asked questions
Explore more features
AI Business Consultant
Ask questions in plain English and get answers from your data. Plus AI-enhanced proposal emails and crew notes.
Calendars & Scheduling
Day, week, and month views with user and job modes. Draft and publish shifts.
Notifications
In-app, email, and SMS alerts for schedules, proposals, and job updates.
