Reports
Sales Summary
⤓ CSVInvoices
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Revenue (excl. tax)
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Sales tax billed
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Avg Ticket
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Daily Revenue
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Revenue by Category
⤓ CSVRevenue (excl. tax)
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Invoices
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Average Ticket
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Daily Revenue
⤓ CSVPeriod Comparison
Recent Invoices
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KPI Scorecard
Scored 0–100 against published industry bandsLoading…
Parts Margin Leaders
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Accounts Receivable (Open Balances)
⤓ CSVTotal A/R
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0–30
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31–60
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61–90
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90+
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Payment Method Mix
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Total refunded
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Refund rate
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of gross revenue
Voided invoices
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Credit notes
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Shop Health
Repeat customers
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≥2 ROs in last 12mo
Hours / RO
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Billed labor hours
Estimate → Approved
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conversion rate
Cycle time
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DRAFT → PAID
RO state distribution
Top Fixes & Your Labor Times
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Technician Hours
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Technician Productivity Scorecard
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Billed ÷ Paid Hours
Labor billed on invoices in the window, against hours on the shift clock. A technician with no login has no clock hours to compare.
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On-Time Arrivals
From the tech's "Arrived" on the job: within 15 minutes of the booked start counts as on time, or by the end of the arrival window when the visit had one.
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The Week in the Field
Problems technicians reported, unplanned parts runs (by reason, technician and store), and the miles driven, for the last 7 days.
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Efficiency by Tech
Flat-rate hours billed vs hours clockedLoading…
Comebacks by Tech
Last 180 daysLoading…
New customers
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— of total
Returning
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— of total
Total in window
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unique customers invoiced
Top Customers
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How Customers Found You
⤓ CSVFrom each customer's "How they found you". A returning customer's work keeps counting toward the source that first brought them. Revenue is before tax.
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Top Vehicles Serviced
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Top Parts by Margin
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