Numbers without the spreadsheet.
The Dashboard tells you what needs attention today. Reports give you the detail, on paper when you need it. The Business Intelligence (BI) add-on shows where the business is heading.
A Dashboard for each role
Employees see their tasks, punches and hours. Admins see projects, receivables, change orders, routes and who is clocked in now.
- Sections for projects, financial, CRM, workforce and operations
- A needs-attention feed: overdue invoices, suspect punches, expiring contracts
- Shows only the modules a person is allowed to see
Business Intelligence (BI) that shows the trend
An add-on for any plan. Pick a period and compare it with the previous one across Financial, Projects, CRM, Workforce and Operations.
- Invoiced vs. collected by month
- Receivables aging: current, 1–30, 31–60, 61–90, 90+ days
- Estimate funnel and projects forecast to overrun
Standard reports, ready to print
A library of numbered reports — open invoices, A/R aging, project financial summary, hours by employee, sales pipeline — plus custom reports for your company.
- Print, Export PDF and Download CSV on every report
- Your letterhead on printed output
- Access controlled by module permissions
A TV board for the office
Put the week on the wall: projects, financial, CRM, operations and this week’s timeline rotate on a screen opened with a display link you can revoke.
- Rotating boards sized for a TV
- Hide money figures when the screen is public
- Names are kept off sensitive alerts
Modules in this area: in every plan, in Pro, or as an add-on
- Dashboard Open work, money and what needs attention, by role. Every plan
- Reports Standard reports for every module you have: print, PDF and CSV. Every plan
- TV board Rotating boards for the office wall, by revocable link. Every plan
- Roles & Permissions Rights per module by group, with user overrides. Every plan
- Business Intelligence (BI) Trends, period comparison, aging and funnels. Add-on
See your jobs, crews and cash in one place.
Get started on Plus or Pro with a 30-day money-back guarantee, or book a demo first and we will walk you through it.