See what each job actually makes

A busy week isn’t always a profitable one. Compare revenue, costs, and profit by job, tech, or service, and see where the money goes.

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30-minute demo, then 14 days free We set it up for you

Job profit report for the week: 38 jobs, $24,860 revenue and $11,184 profit, with each job’s revenue, costs, profit and margin.
A shop owner goes over the numbers at his desk in the evening
The numbers are already there when you sit down at night.

What it fixes

  • Pushing the wrong services

    See what to push and what to drop, by tech, service, and month.

  • Jobs that cost more than you quoted

    See which ones, by job type, customer, and tech.

  • Losing money and not knowing why

    See what the jobs that lost money have in common.

  • Your accountant asking for numbers

    Build the report you need and download it as a spreadsheet.

Know who’s making you money

Not every tech brings in the same. See revenue, average ticket, and go-backs for every tech, updated as the day goes on.

This week’s dashboard: revenue, average ticket, first-time fix rate and go-backs, and each tech’s revenue.
Mike R.’s week: $7,980 revenue, 12 jobs, and a $665 average ticket.
  1. How’s the week going? This week’s numbers on one screen, without waiting for month’s end.
  2. Go-backs, and why Which jobs needed a second trip, and what to change.
  3. Too busy to read reports? Any report, summed up in a few lines.

Run all your shops from one account

Each brand keeps its own name, phone number, and books, and you see them side by side.

P&L by location: three brands with their trade, revenue, profit and margin, and all locations together.
The brand switcher: Oakline Heating & Air, Oakline Plumbing, Bright Electric, and all locations.
  • The right name on every call Each brand’s calls are answered with its own company name.
  • Separate books Each company syncs to its own QuickBooks Online.
  • Which shop makes the money? P&L by location and trade, with shared overhead split between them.

Everything in Reports

There’s one plan, and all of this comes with it. No add-ons.

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Dashboards

  • Revenue, average ticket, go-backs, and billable time, live
  • Owners, dispatchers, and techs each see their own numbers
  • See how each tech is doing
  • Filter any report by date, trade, or status
  • A plain-English summary of any report

Money

  • An alert when an expense looks wrong
  • P&L and tax summaries
  • See when money will come in, based on how fast your customers pay

Planning

  • A revenue forecast
  • See what hiring a tech or buying a truck does to your numbers
  • Find out why jobs need a go-back, and what to change

Brands & locations

  • All your brands in one account
  • Separate companies, separate books
  • P&L by location and trade
  • Leads from your techs, tracked to the sale and the spiff
  • License reminders, by person, trade, and state

Know what every job made.
See how in 30 minutes.

  • We walk you through it on jobs like yours
  • Then a free 14-day trial, no credit card
  • We set it all up for you
  • 24/7 support from real people

Pick a time for your demo

30 minutes, one-on-one, online.

Pick a time for your demo

30 minutes, one-on-one, online.