Choose the source
Start with jobs, estimates, invoices, payments, labor, work orders, materials, or another supported record.
Ask the shop's live data a business question and open the records behind the answer
Answer recurring shop questions from live records and open the jobs behind each number.
A report should explain the number, not merely display it
For owners and operations managers who need more than a fixed dashboard.
1
Exports are stale as soon as they are downloaded.
2
Custom shop data cannot be grouped cleanly.
3
A surprising total cannot be traced to its records.
4
The same spreadsheet is rebuilt every month.
The report matters when you can act on the records behind it.
Use current operational data, then move from a surprising total directly into the jobs, invoices, labor, or work orders that produced it.
Build the question in four choices
Filter the population
Apply date ranges and value conditions with AND/OR logic.
Group and calculate
Group by a useful dimension and count, sum, average, or compare the available values.
Drill into the result
Open the underlying records when a total needs explanation or action.
A total should lead back to the work behind it
Group live records, compare useful dimensions, and drill into the jobs that produced a result.
Questions shops ask us
What can a report start from?+
Jobs, estimates, invoices, payments, hours, work orders, purchase orders, materials and custom fields.
What are dashboards?+
Each person's own tabbed boards of tiles: the briefing, counts, charts and lists, arranged on a grid. The briefing cannot be removed, everything else can.
What are sheets?+
A live grid of your jobs with the columns you choose, editable in place, saved and shared by name.
Can I open the records behind a number?+
Yes. Every total in a report opens the jobs, invoices or hours that produced it.
Can reports be saved and shared?+
Yes. Saved reports rerun against current data, and anyone with the right role can open them.
Who can see money in reports?+
Owner, admin, manager and office roles. Production users have no reports at all.