Real-time visibility into every dollar.
Real-time visibility into revenue, margins, and profitability per job, team, and branch.
Financial Overview
Last 30 daysRevenue
$284,500
+12.4%
Profit Margin
34.2%
+2.1%
Avg Job Value
$4,280
+8.7%
Labor Cost
38.6%
-3.2%
Profitability by Branch
San Diego
$98,40038.4%
Orange County
$82,10035.1%
Los Angeles
$64,20029.8%
San Bernardino
$39,80031.2%
How it works
Every dollar is tracked from quote to close automatically. Open Financial Insights to see profit and loss broken down by job, crew, branch, or time period. Set margin thresholds and get alerts the moment a job or branch starts underperforming.
Key benefits
- Real-time profit and loss per job and crew
- Margin tracking that catches problems early
- Branch-by-branch revenue comparison
- Cash flow forecasting powered by AI
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.
Time Tracking
Clock in and out, track breaks with SMS reminders, and approve shifts for payroll.
Notifications
In-app, email, and SMS alerts for schedules, proposals, and job updates.
