Powerful Analytics Built for Service Businesses
Every feature designed to help you understand your business better and make profitable decisions faster.
Core Analytics (Free)
Revenue Analytics
Revenue trends over time with visual charts
Revenue breakdown by job type
Revenue by service category
Average revenue per work item
Total work item tracking
Profit Margin Analysis
Real-time profit margin calculations
Margin analysis by service type
Cost breakdown per job
Historical margin trends
Low-margin item alerts
Client Retention
Customer retention rate tracking
Retention trends over time
Retention by service type
Loyal customer identification
Repeat customer analysis
Quote Performance
Quote-to-win rate analysis
Sales funnel visualization
Win rate trends over time
Won quotes by service type
Average quote value tracking
Advanced Analytics (Plus)
Cash Flow Forecasting
30-day cash flow predictions
Current cash position monitoring
Receivables vs. payables analysis
Working capital trends
Scenario analysis and planning
Cash flow risk alerts
Financial health insights
Accounts Receivable Management
Outstanding invoice tracking
Overdue invoice alerts
Aging bucket analysis (30/60/90 days)
Collection rate monitoring
Average collection time
Collection trend analysis
Smart collection strategies
Expense Management
Total expense tracking
Budget vs. actual analysis
Budget variance reports
Expense by category
Monthly expense trends
Cost per job analysis
Top expense item identification
Cost optimization recommendations
Workforce Utilization
Overall team utilization rates
Individual technician performance
Overtime hours analysis
Skill-based utilization tracking
Productivity metrics
Utilization trend monitoring
Staffing level recommendations
AI-Powered Features
Intelligent Assistant
Natural language querying
Context-aware responses
Historical conversation tracking
Insights from across all your data
Export conversations
Daily Insights Generation
Automated daily business summaries
Trend identification
Anomaly detection
Proactive recommendations
PDF/CSV export
Data Management
Automatic Syncing
Daily automatic data refresh
Real-time updates on demand
Sync history tracking
Error notifications
Multi-source data consolidation
Data Export
PDF report generation
CSV data export
Customizable date ranges
All metrics exportable
Scheduled reports (coming soon)
File Upload System
CSV/Excel file support
Data preview before import
Upload history tracking
Custom field mapping
Validation and error checking
Security & Reliability
Enterprise-grade
Encryption, OAuth connections, automated backups, and 99.9% uptime SLA. GDPR compliant.
Compliance
Secure by design with revocable access, no password storage, and robust monitoring.