Tools
Reports
Build custom reports, run built-in reports, and view visual dashboards.
-
Build a Custom Report (Reports)
The custom report builder lets you create your own spreadsheet-style reports. You choose a dataset (an area of your business like leads, jobs, or…
-
Built-in Reports (Reports)
Alongside the custom report builder and the visual dashboards, the product has a small set of built-in reports -- purpose-built recaps that are generated…
-
Reporting Overview (Reports)
The product gives you three different ways to look at your data, and it helps to know which one to reach for. This overview explains the difference between…
-
Visual Reports (Reports)
Visual Reports are four ready-made dashboards -- Financial, Operations, Sales Funnel, and Customers & Programs. Each one is a set of KPI tiles and charts…
Ready to run lawn and snow in one system?
14-day free trial · No credit card required