Reports & Analytics

Export CSV

Showing Sep 12, 2026 – Oct 11, 2026

Needs attention

2 overdue invoices · $7680.34 owed
Oldest is 19 days past due. Send a reminder or call.
View overdue →
Revenue Collected↑ +100.0%
$52,743.72
vs $0.00 prior period
Profit Margin↑ +100.0%
51.0%
vs 0.0% prior period
Outstanding A/R→
$8,405.61
2 unpaid invoices
Job Completion↑ +100.0%
100.0%
50 of 50 scheduled

Jobs Breakdown

50
0
0
0
Completed In Progress Scheduled Pending
Avg Duration
18h 2m
Completion Rate
100.0%

Invoice Aging

Current
$725.27
30+ days
$7,680.34
60+ days
$0.00
90+ days
$0.00
Total Outstanding
$8,405.61

Top Clients by Revenue

Client Jobs Revenue
Ashworth Property Group 4 $14,230.00
Nathan Brooks 4 $10,630.00
Amanda Reyes 4 $10,630.00
Mueller Office Park 3 $10,189.00
Parmer Place Apartments 4 $9,274.00

Subcontractor Performance

Subcontractor Jobs Completed Cost
Austin Smart Home 2 2 $1,950.00
Capitol Duct Pros 2 2 $255.00

Worker Utilization

$7,899.17 total · 207.3h
Worker Assigned Completed Hours Labor cost
Nathan Fischer 9 9 38.7h $929.60
Marcus Bell 8 8 38.5h $1,847.20
Brandon Pierce 10 10 38.1h $1,449.07
Tyler Hayes 9 9 37.4h $1,495.33
Wesley Becker 9 9 36.7h $1,283.33
Andrew Reyes 8 8 17.9h $822.63
Rachel Bennett 0 0 0.0h —

Requests

New
1
Triaged
Approved
Completed
Avg Resolution
21.7h
Emergency
1

Lead Sources

Where this period's requests came from and how each channel converts.

Source Requests Converted Conversion Avg first reply
UTM: google 4 1 25.0% —
UTM: instagram 2 1 50.0% —
UTM: facebook 1 0 0.0% —
UTM: referral 1 1 100.0% —
Operator 1 0 0.0% —

Profitability

Revenue
$86,454.00
Cost Breakdown
Materials −$32,292.00
Subcontractor −$2,205.00
Worker Payroll (see Worker Utilization) −$7,899.17
Total Profit
$44,057.83
Avg Margin
51.0%

Estimate accuracy

22 over · 26 under · avg 11.5% off
Worst overruns: these ate margin
Tankless Water Heater Upgrade 4.7h → 5.8h +24.6%
Bathroom Leak Repair 2.2h → 2.7h +23.8%
50-Gal Water Heater Replacement 3.7h → 4.5h +21.7%
Central AC Install — 3.5 Ton 14.0h → 16.7h +19.7%
Came in under: quoting room?
Central AC Install — 3.5 Ton 10.9h → 8.8h -18.9%
Furnace No Heat — Repair 3.3h → 2.7h -18.2%
50-Gal Water Heater Replacement 4.8h → 4.0h -17.9%
Smart Thermostat Install 1.7h → 1.4h -17.8%

Travel ratio

6.8% · Excellent routing

% of clocked time spent driving vs working. Industry typical: 15–25%.

Andrew Reyes 2.3h travel · 15.6h work 12.6%
Brandon Pierce 2.7h travel · 35.5h work 6.9%
Nathan Fischer 2.5h travel · 36.2h work 6.5%
Tyler Hayes 2.4h travel · 35.0h work 6.4%
Marcus Bell 2.2h travel · 36.3h work 5.8%
Wesley Becker 2.1h travel · 34.6h work 5.6%