ReportsPlus is a package of advanced tools specifically designed for roofing contractors who want to take their reporting to the next level. It simplifies and streamlines every aspect of the reporting process so teams can work smarter and save time.

Users can schedule reports for automatic delivery via email, choose recipients, file formats, delivery frequency, and timing. It includes a library of pre-built dashboards for management, sales, production, accounting, and office staff to track KPIs and performance at a glance.

Creating custom dashboards is fast with drag-and-drop capabilities. Users can add or remove columns, apply filters or groupings, choose chart types, and preview a report as different users. A rich collection of pre-built reports covers job milestones, permits, supplements, accounts receivable, materials, dead leads, estimates, and more. Reports can be shared across teams, bookmarked, and accessed from mobile devices, ensuring everyone stays on the same page.

Overall, ReportsPlus delivers clean, fast, and accurate insights that help roofing businesses make informed decisions, optimize production, and sell more profitable jobs.

Features & Benefits

• Automated Report Delivery: Schedule reports for automatic delivery, reducing manual work and keeping stakeholders informed.
• Pre-Built Dashboards for Roles: Role-based dashboards for management, sales, production, accounting, and office staff.
• Drag-and-Drop Customization: Create and tailor reports quickly with drag-and-drop data, filters, and chart types.
• Shared Library & Mobile Access: Share reports across the company, bookmark favorites, and access from smartphones.