Get essential statistics and insights to help you run your business better with customizable reports and dashboards

Workiz’s Reporting provides real-time insights into every aspect of your service business. From job performance and team productivity to sales trends and marketing ROI, it consolidates your data into customizable dashboards. This empowers you to make informed decisions, identify growth opportunities, and streamline operations without the need for complex spreadsheets or external tools.

Easy performance tracking View your team’s scoreboard, job performance, sales, and revenue at a glance. Stay on top of open estimates, new leads, and all recent activity.

Focus on what matters most Easily track what matters to you most with customized dashboards. Choose from over a dozen widgets to create a complete overview of your business.

Features

• Customizable Dashboards: Build your own views using drag-and-drop widgets tailored to your KPIs.
• Real-Time Performance Tracking: Monitor jobs, revenue, team output, and open estimates instantly.
• Ad Source Analytics: Identify which marketing channels drive the most conversions and ROI.
• Smart Filters & Reports: Create and export reports based on job types, technician performance, and more.
• No-Spreadsheet Setup: Access insights without external tools or complex spreadsheets.