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Run the business
from one screen.

Revenue, AR aging, dispatch load, technician utilization, callback rate. The numbers you used to pull from QuickBooks, your CSR's whiteboard, and three different reports. On one screen, updated live.

Revenue

$28.5k

+12% vs last month

Operations dashboard

Synced just now

Live

Jobs Completed

342

+18% vs last month

Revenue

$28.5k

+12% vs last month

Average ticket

$83

+5% vs last month

On-Time Rate

94%

+3% vs last month

Revenue trend, last 7 days

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Team Performance

Billable utilization94%
On-Time Completion87%

Job Status

Scheduled
45
In Progress
28
Completed
298

Outstanding AR

$4,820

6 invoices · 8 days avg

01Reports

Built for the numbers operators use.

Six pre-built reports, sourced from your own jobs, invoices, and dispatches. Updated every five minutes.

Revenue by service type

Revenue split by service category. Sort by gross margin or by volume.

AC install · $14,820 · +18%

Time to invoice

Hours from job close to invoice sent, tracked per technician. Drives your DSO.

Median 2h 14m · Worst 3.1 days

Jobs per technician

Jobs, billable hours, and utilization rate per technician. Find available capacity before turning down a call.

Mike T. · 45 jobs · 94% on-time

Repeat-customer rate

Share of this month's revenue from customers seen in the prior twelve months.

38% repeat · +6 pts YoY

Estimate close rate

Quotes sent versus accepted, broken down by technician and job type. Surfaces coaching needs and underpriced scopes.

62% accepted · +11% vs Q1

Revenue by ZIP

Completed-job revenue mapped to postal code. Plan route density and ad spend against served demand.

Top ZIP 75070 · $9,140

Filter and export

Every report supports filters, comparisons, and exports.

Today, week, or custom rangeCompare to prior periodFilter by technician, job type, ZIPExport to CSV or PDF

Revenue Report

Last 30 days

Total Revenue

$28,450

Jobs Completed

342

Avg Job Value

$83

Revenue Trend

Job Status
Completed
298
In Progress
32
Scheduled
12
Top Technicians
Mike T.45 jobs
Sarah L.38 jobs
Tom R.32 jobs
02Integrations

Reconciled with QuickBooks and Stripe.

Stripe deposits and QuickBooks journal entries sync nightly. The figures on this page match the ones your bookkeeper sees.

Stripe

Card payments, deposits, refunds

QuickBooks

Journal entries, AR aging

Xero

Journal entries, AR aging soon

Financial reports are role-gated. Technicians see only their own jobs and hours.

Role-based accessEncrypted at rest & in transitGDPR & SOC 2 aligned
Run the math

Stop paying per seat. See what you'd save.

$1 per completed job, capped at $400/month. Forever. Your first 20 jobs are free.

Run my numbers

or see all comparisons · by trade

Free to start

See the numbers from your own shop.

Connect Stripe and QuickBooks. Reports populate as your jobs and invoices flow in.

  • No credit card required

  • No monthly fees

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OrmiOrmi

Field service management software for HVAC, plumbing, electrical, remodeling, and every trade in between.

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