Follow the money
Review revenue, payments received, projected income and aged receivables. See what has been billed, what has been collected and what is still outstanding.
BETTER QUESTIONS. CLEARER ANSWERS.
Know what’s working.
Know what needs a look.
Which jobs leave the best margin? Who still owes you money? Which lead sources bring paying customers? Get a clearer view of your garage door business with reports built around the work you actually do.
7 days free · Unlimited users & techs · No credit card needed
Find the report behind the question.
See the work, the money and the team.
Reports across business categoriesDate ranges and report filtersCSV exports for table reports
A GARAGE DOOR WORKDAY, MADE SIMPLER
The schedule tells you
how busy you are.
The reports help you understand what that work is producing. Review door sales, service tickets, job margins and money collected. See the people and records behind the numbers, then decide where to adjust pricing, coach the team or follow up with a customer.
Understand the work and the team
Compare service performance, door sales and technician results. Review average ticket, close rate, options presented, timesheets and commission without treating every job as the same kind of work.
Take the detail with you
Choose the period and available filters, sort table reports and export their rows to CSV. Star the reports you use often so they are easy to find next time.
01Choose the report
02Set the view
03Act on what you find
THE COMPLETE REPORT LIBRARY
The numbers behind
your next decision.
Reports grouped around the way your business works. Included in your plan.
Money
What came in—and what is still owed?
- Business overview
- Sales booked
- Job profit
- Projected income
- Payments received
- Invoices
- Aged receivables
- Sales tax collected
- Customer balances
Work
What is happening between the call and the completed job?
- Jobs & visits
- Repairs & service
- Door sales
- Estimates
- Requests
- Door orders & suppliers
- Safety inspection findings
- Callbacks & warranty
- Products & services
Team
How is the crew performing?
- Team performance
- Timesheets
- Commission
- Time off
Customers
Where does the next customer relationship lead?
- Lead sources
- New customers
- Memberships
- Membership sales
- Door & opener ages
- Customers to win back
Expenses
Where is the money going?
- Expenses
- Expenses by category
Account
What changed in the workspace?
- Activity log
GOOD TO KNOW
Reports,
explained.
Clear answers before you get started.
Are reports included in the plan?
Yes. The report library is included in the same company subscription, with unlimited users and technicians.
Can I export reports?
Table reports have a CSV export for their filtered and sorted rows. Dashboard-style reports provide on-screen charts and summaries; they do not all have a CSV export.
Can I choose my own date range?
Reports that use a date range offer preset periods and custom dates. Current-state reports, such as outstanding balances and equipment ages, show the records as they stand now. Available filters vary by report.
What are the numbers based on?
Your company’s recorded jobs, invoices, payments, costs, equipment and team activity. Profit reports depend on the costs and assumptions you enter. Projected income and opportunity values are estimates, not guaranteed revenue.
YOUR TRADE. YOUR TEAM. YOUR NEXT CHAPTER.
Make room for a better workday.
Your first truck or your whole fleet. Everyone’s included.
Start your 7-day free trialNo credit card needed. No per-tech fees.