How's Business? Now You Actually Know.
Sales, jobs completed, average job size, booking rate, close rate, and where the work came from, on one screen. Every number shows whether it's up or down from last period.
The Numbers That Run the Business
Sales, collected payments, jobs completed, cancellation rate, average job size, new clients, new leads, and repeat customers. Pick any date range and every card shows the change against the period before, so 'busy' turns into 'up 18 percent.'
Booking Rate and Close Rate
How many calls become booked jobs. How many estimates get won. These two numbers tell you whether the problem is the phone or the price, and the dashboard tracks them both without a spreadsheet.
Where the Work Comes From
Jobs by type, jobs by source, calls and sales by lead source. When Google outsells Yelp four to one, you'll see it in the charts and spend accordingly.
The Field Version, In Every Pocket
The mobile dashboard opens on what matters today: approved estimates, payments due, overdue invoices, unread messages, the time clock, and the next jobs up. Techs see their day. You see the money.
- 400+
- businesses run on Autopilot
- 4.9
- Google Play rating
- 4.8
- App Store rating
- $49
- per month starting price
Your Ultimate Field Service CRM
Streamline operations, manage leads, boost sales, and deliver exceptional service, all with our powerful CRM designed for home service pros.
Frequently asked questions
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