Reporting
Build reports and reconcile your business numbers
Use the right record type, date range, filters, and costs before trusting totals.
Choose what you are measuring
Report Builder supports lead, appointment, sales, sales performance, call center, and marketing ROI reports. Choose the type that matches your question: sales revenue comes from sold jobs, while appointment quote amounts describe visit-level offers.
Available columns and filters depend on report type. Configure date range, columns, filters, grouping, and sorting; save a template when you need the same view repeatedly.
Validate with known records
Start with a narrow date range and a few records you can manually verify. Confirm the relevant date field, employee assignment, source, status, and amount. A complete-looking report can still be wrong if the input fields are missing.
- Pick a question and matching report type.
- Set the date range and review the date field being used.
- Add only the filters needed for the question.
- Choose useful columns and sort/group options.
- Run the report and reconcile a few rows with their lead or job records.
- Save the configuration as a named template.
- Export using the available CSV/PDF controls and review the exported output before sharing.
Sales and marketing checks
Closing ratios depend on correctly recorded appointment outcomes. Job revenue depends on actual sale amounts and sold dates. Marketing ROI requires source attribution and marketing costs for the matching period. Missing costs or sources can make a channel look artificially profitable.
Operating statements and job profitability depend on recorded product, tax, commission, and installer costs. Customer payment totals are a separate measure from sale amount.
AI-assisted reports
The reports area includes AI assistance, but it requires a configured AI service. Review its proposed filters and columns before relying on the output. This reporting assistant is separate from the scoped MCP setup connection and does not imply that your external assistant can access reports.
Keep going
Set up sources, job types, products, and vendors
Create clean reference lists for marketing attribution, sold work, and production costs.
Read guideImport contacts and sold jobs from a CSV
Map your columns, preserve customer relationships, and prevent accidental duplicate imports.
Read guideTrack job costs, commissions, installers, and payments
Record actual costs and customer payments so job totals can be reconciled.
Read guideConnect an AI assistant to set up your CRM
Use a scoped MCP connection to inspect settings, propose additions, and apply them after administrator approval.
Read guide