Know which work makes money.
Margins, labor, receivables and work in progress — measured from the jobs you already ran.
Performance
Do the work
Jobs, time and invoices flow in.
Measure
Reports calculate margin and labor.
Spot
Findings highlight what to act on.
Export
CSV and PDF for your accountant.
Findings and recommended actions
The analytics dashboard highlights what changed and what to do about it, with CSV export when your role allows it.
- Findings and recommended actions
- CSV export
Analytics dashboard
Margins and labor cost
Service margins compare price to cost with a target and history. Labor costs show where time goes, and booked value and work in progress show what is coming.
- Service margins with target and history
- Labor costs
- Offering performance
- Booked value and work in progress
Service margins
Who owes you
Receivables aging and customer credit aging, with a credit remittance page, keep cash collection visible.
- Receivables aging
- Customer credit aging
- Record credit remittance
- Write-off view
Receivables aging
Deeper reports and data export on Growth and Scale
Advanced reporting and data export come with Growth and Scale. Capacity shows each technician's available, assigned and open hours, and the scheduled work nobody has been assigned yet. Starter includes the standard reports.
- Financial reports with PDF and CSV export and emailed reports
- Capacity: available, assigned and open hours by technician, with unassigned work
- Labor efficiency and cycle time
- Work allocations
- Advanced reporting and data export (Growth and Scale)
Report export
And also in reporting & profitability
Payouts
Settled and upcoming payouts.
Lead attribution
Which sources produce booked work.
Work allocations
Labor allocated to jobs (Growth and Scale).
Assessment outcomes
What assessments turn into.
Tax filing report
Support for your returns.
Ratings
Customer feedback summary.
Good to know
- Reports reflect the jobs, time and invoices you record; the figures shown on this page are placeholders.
- Advanced reporting and data export are included on Growth and Scale: capacity, labor efficiency, cycle time and work allocations.
Explore the rest of the platform
Take in work
Capture every request the same way, from any channel.
Scheduling & dispatch
Put the right technician on the right job at the right time.
Field work
Give technicians everything they need and capture what they do.
Customers & communication
Know every customer and keep every conversation in one place.
Estimates, invoicing & payments
Go from estimate to paid without re-entering anything.
Accounting & integrations
Send your billing to your books and connect the tools you use.
Walter AI
An assistant that drafts and suggests, so you review and send.
Team, security & setup
Roles, qualifications, locations, branding and sign-in security.
See it working on your own jobs.
Start a free trial. A credit card is required to begin, and every plan includes unlimited users.