Reporting & dashboards · Built-in reports on every plan
Landscaping reporting software turns the records you already keep (invoices, visits, leads, customers, programs) into lawn care business reports that answer the questions you ask every season. What did we collect? Which crew is booked past capacity tomorrow? How did renewals go? What have we finished and not billed? Built-in reports on every plan, the report builder on Professional, chart dashboards on Premier.
The problem
Most contractors run the season on a feel and settle up with the bookkeeper afterwards. By the time the numbers arrive, the renewals have already gone out at last year's price, the crew that was booked past eight hours all summer was booked past eight hours all summer, and the visits nobody invoiced are three months cold.
Three levels
Built in
Five reports, each on its own card with a Run Report button: Season Summary with CSV download, Program Round Dashboard, Capacity & Routes, Renewal Outcomes and Unbilled Visits. The page is on every plan; three of the five need Seasons, Programs or Renewals, which start on Professional.
Built by you
Pick a dataset, choose columns, add filters and sorting, run it. Save the report under a name, clone one of the seven starter reports, and save named views of the grid layout. Professional and Premier.
Charted
Financial Overview, Operations, Sales Funnel and Customers & Programs, over This Month, Last 30 Days, Year to Date, Last Year or a custom range. Premier.
Built-in reports
Each one is a recap of one season, program, day or date range. Pick the thing, click Run Report, and the report reads live data on the spot, so run it again whenever you want fresh numbers. Dates follow your company's time zone, and a date range includes its end date.
How did the season go, and what did each operation bring in?
Pick a season and run it: Jobs Active, Visits Generated, Visits Completed, Visits Skipped, Skipped % and Revenue by Operation, with a detail table of visits and revenue per operation. Download CSV keeps a spreadsheet copy named for the season and the date.
Needs Seasons, on Professional and up.
How is this program going round by round, and did every completed visit get its chemical log?
Pick a program. Tiles for Rounds, Completed Visits Logged (the share of completed visits with a chemical application logged) and Avg Days to Complete, a table of each round with its window, scheduled and completed visits and logged percentage, and a Chemical Usage table with each product’s EPA Reg # and amount used. Both tables export to Excel, PDF or CSV.
Needs Programs, on Professional and up.
Is any crew booked past what it can do tomorrow?
Pick a date and, if you like, a crew. Tiles for Avg Stops / Crew, Labor Hours vs Capacity, Overall Travel Ratio and Overtime Routes, then one row per crew with Stops, Untimed Stops, Labor Hrs, Capacity Hrs, Utilization, Travel Ratio and Overtime. Each crew has 8 hours a day.
Every plan.
How many renewals did we win, and did the price go up?
Set a date range (the last three months by default). Eligible for Renewal, Jobs Renewed, Renewal Rate and Avg Uplift Realized, then Churn by Territory for the jobs that did not renew and Top Upsells at Renewal for the services added, with their count and average value.
Needs Renewals, on Professional and up.
What have we finished and not invoiced?
Set a date range. Completed visits with no invoice, priced from each job’s product and service lines: how many, what they are worth, how many automatic invoicing will bill and how many need invoicing by hand.
Every plan.
Build your own
A report builder is only useful if somebody uses it, and a blank one rarely gets used. So the builder ships with seven read-only starter reports under Default Reports, ready to run as they are or to clone and adjust.
A report is built on one dataset at a time: CRM & Leads, Estimating & Proposals, Jobs & Work Orders, Scheduling & Routes, Billing & Payments, Products & Inventory or Analytics Snapshots. Name it, tick the columns you want and drag them into order, add a sort and a filter, and Save Report. It lands under My Reports, saved for your whole company, and runs into a sortable, filterable grid with a row count and an aggregates strip for any totals the report defines.
Once a report has run, Save keeps the grid the way you arranged it, Save As keeps it under a name so one report can have a wide view and a summary view, and Restore brings a layout back. Saved views are stored with your session, so after a long time signed out you may need to re-save one.
Starter reports are read-only: Run or Clone them, then edit the copy. Report names are unique within your company.
Visual Reports · Premier
Four dashboards, each four KPI tiles and four charts, over This Month (the default), Last 30 Days, Year to Date, Last Year or a custom range of up to about three years. Nothing to build and nothing to save: pick a tab, pick a range, read it. Charts with an As of today badge are snapshots of right now and ignore the date range. For the invoices behind a number, that is what the report builder is for.
What did we invoice, what did we actually collect, and who still owes us?
Are the crews getting through the work we put on the schedule?
Where are the leads coming from, and how many turn into work?
Is the customer base growing, and who is coming up for renewal?
Works together
Where the money numbers come from, and where the unbilled work shows up.
Round dashboards and season summaries for the work that repeats.
Capacity & Routes: how each crew’s day compares with what it can do.
See how the whole platform fits together, from first estimate to renewal.
The help center has the step by step: the reporting overview, the built-in reports, building a custom report and reading the visual dashboards.
Questions
Software that turns the records a lawn care or landscape company already keeps (invoices, visits, leads, customers, programs) into reports: what was invoiced and collected, how each crew’s day compares with its capacity, how renewals went, what is finished and not billed. Here that is three tools under Reports in the sidebar: built-in reports, a report builder and visual dashboards.
Four tabs over a date range you choose: Financial Overview (total invoiced, total collected, outstanding A/R, collection rate, invoiced versus collected over time, and A/R aging), Operations, Sales Funnel, and Customers & Programs. Every number is computed from your own records, not entered by hand.
Charts with an As of today badge are point-in-time snapshots: A/R aging, job statuses, plan enrollment and pipeline value always show the current state. Everything else on the dashboard follows the range.
Yes. Pick a dataset, choose the columns you want, add filters and a sort order, save it and run it. The results grid remembers how you arranged it, and Save As keeps several named views of one report. Clone a starter report when you want a variation rather than a rewrite.
No. Seven read-only starter reports ship with the builder: Lead Pipeline Snapshot, Estimate Margin Guardrail, Active Jobs & Visits, Schedule Capacity Board, Billing Readiness, Purchase & Inventory Watchlist and Weekly KPI Pulse. Run one as it is, or clone it and edit the copy.
Those are built in: Season Summary with visit counts and revenue by operation (downloadable as CSV), the Program Round Dashboard, Capacity & Routes, Renewal Outcomes and Unbilled Visits.
The Season Summary downloads as a CSV named for the season and the date. The Program Round Dashboard’s two tables export to Excel, PDF or CSV. The visual dashboards are for viewing, not exporting; for the rows behind a number, build a custom report.
As exact fractions of an hour: a 45-minute visit is 0.75. Each crew’s capacity is 8 hours a day, and a route is marked Overtime when scheduled labor is more than that. A visit with no start or end time counts as a stop but adds no hours, so give untimed visits times to keep the labor hours complete.
Saved reports do: they live under My Reports for your whole company and can be re-run any time. Saved grid views (which columns show, widths, sort, filters) are stored with your session, so after a long time signed out you may need to re-save one.
Built-in reports and the dashboard are in every plan. Capacity & Routes and Unbilled Visits run on any plan; Season Summary, Program Round Dashboard and Renewal Outcomes need Seasons, Programs and Renewals, which start on Professional. Custom reports are on Professional and Premier. The visual report dashboards are on Premier.
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