Value of jobs completedContract value, including approved additional work, of jobs marked complete within this period window, compared against the previous equal-length period.
$231,250New
Insights
See what you earned, where work is getting stuck, and what to improve next.
Compare:
Net CollectedPayments recorded in this period minus processed refunds issued in this period, gross of payment processing fees.
$247,709New
Jobs CompletedCount of unique jobs marked complete within this period window, compared against the previous equal-length period.
51New
Quote ConversionQuotes approved divided by quotes sent within this period as a cohort. If no quotes were sent, conversion is treated as "—".
97%Outstanding BalanceTotal current unpaid balance across open invoices net of partial payments. Current point-in-time total without period comparison.
$153,10033 unpaid invoices · current total, not a period change
New CustomersCount of unique client records whose first job was created in this period, compared against the previous equal-length period.
35New
Revenue collected over time
$247,709Collected Last 12 months · grouped by month
−$18,943Profit (-8% margin)
Previous $0
Revenue Profit Previous period
Sales activity — Last 12 months
Leads
54
Quotes sent
66
Quotes approved
62
Jobs scheduled
62
Jobs completed
51
Jobs paid
62
What happened this period, counted. These are separate totals rather than one group of customers followed through — a lead counted here needn't be the same job that got paid here.
Schedule utilizationnext 21 days
Booked9 days
Open5 days
≈ $22,125 of work could fit those open daysAn estimate at your average job value — a guide, not a forecast.
Quotes needing follow-upright now
2quotes awaiting a decision right now
On the table$28,200
- Nina Harmon$22,8000d old
- Owen Bishop$5,4002d old
Payment health
Aged 30+ days (right now)$0nothing sitting that long
Avg time to collect3.2 daysfrom asked to paid
Failed payments1card charges that bounced
Called "aging", not "overdue": invoices don’t carry a due date, so this is money that has sat unpaid 30+ days since it was raised.
Customer insightsright now
Repeat rate49%17 customers came back for more
Gone quiet1no visit in 90+ days, nothing booked ahead right now
On a maintenance plan5$1,098/mo recurring right now
35 customers in total.View customers →
Top opportunitiesranked by money at stake
- Open jobs →Collect $153,100 in unpaid invoicesWorth doing33 invoices still unpaid.
- View quotes →Follow up on 2 open quotesWorth doing$28,200 awaiting a decision.
- Start a campaign →Fill 5 open days on your scheduleWorth doingRoughly $22,125 of work could fit — reach out to past customers.
- View leads →Chase 4 leads with no quoteWorth doingInquiries that came in and never got priced.
- View customers →Win back 1 quiet customerWhen you canNo visit in 90+ days and nothing booked ahead.
Revenue by serviceapproximate
- Low$29,10010%
- Flagstone walkway and front$28,70010%
- Irrigation install$22,8508%
- Tree and shrub planting package with mul$22,8008%
- Garden bed refresh with boulders and per$18,6507%
- Other$163,85057%
Approximate — grouped from invoice line-item labels on signed/paid invoices, before taxes or invoice-level discounts. Not a true service catalog; represents invoiced line items rather than cash collected.
Marketing performance
4 recent sends · 705 recipients targeted
- EmailPast customers · Oct 10, 2026205 email sent3 skipped4 failed
- TextLapsed customers · Sep 25, 202686 texts queued2 failed
- EmailEveryone · Sep 8, 2026330 email sent5 skipped6 failed
- EmailRepeat customers · Aug 22, 202663 email sent1 failed
Opens, clicks, replies and booked revenue aren't tracked anywhere, so they're not shown — email acceptance and queued texts are shown separately; carrier delivery is not inferred.
Reputation & reviews
Average rating4.4 ★34 responses
Response rate67%34 of 51 invites
Clicked through to Google2265% clicked through to Google
Ratings:5★: 204★: 93★: 52★: 01★: 0
Monitored from automated review requests sent upon job completion.View reviews →
AI phone assistant ROI
Calls handled12 total calls (1 conversation mins)
Leads created0inbound inquiries saved
Est. value secured (estimate)$0at 41% lead conversion
1 call missed or sent to voicemail.
Tracked through your AI receptionist phone number.Call history →
More detail
The fuller picture behind the cards above — profit and costs, cash aging, where your work comes from, and Quick Stops.
Summary — Last 12 months
You spent $18,943 more than you collected
Revenue$247,709New
Costs$266,652NewMaterials: $149,583Labor: $117,069
Profit−$18,943
Profit margin-8%
Revenue breakdown
Revenue
$247,709100%
Costs
$266,652108%
↳ Materials
$149,58360%
↳ Labor
$117,06947%
Profit
−$18,943-8%
Quoted$384,350New
Approved$285,950New
Job profitability & variance
Collected less logged costs−$18,943
Overall margin-8%
Analyzed jobs82
↑ Top margin winners
- Karen Whitfield (J-1001)+$3,46923% margin · Rev $14,849Costs $11,380 · Quoted $14,800
- Isabel Reyes (J-1003)+$2,67623% margin · Rev $11,400Costs $8,724 · Quoted $11,400
- Frances Odum (J-2141)+$2,32626% margin · Rev $8,850Costs $6,524 · Quoted $8,850
↓ Tight or negative margin
- Trevor Lindqvist (J-2161)−$8,367-100% margin · Rev $0Costs $8,367 · Quoted $11,350
- Renee Patterson (J-1009)−$7,550-153% margin · Rev $4,920Costs $12,470 · Quoted $16,400
- Amara Boateng (J-2155)−$4,829-100% margin · Rev $0Costs $4,829 · Quoted $6,550
Direct job gross profit excludes unallocated business overhead. Compares cash collected (gross of payment processing fees) against direct job expenses, alongside quoted amounts for comparison.All jobs →
Cash positionright now
Outstanding invoices (right now)$153,10033 invoices unpaid
Recurring / mo$1,0985 active agreements
New MRR+$1,2186 plans added
Churned MRR−$1191 plan lost
Net Movement+$1,098Net MRR growth
How long it's been owedoldest 23 days
Typically paid in 1.0 days of being asked.Open jobs
Average job value
$4,576Median $4,425 across 84 quoted jobs
NewMayJunJulAugSepOct
Arrival reliability
—On-time arrival rate
This needs trips that both promised an arrival window and recorded an actual arrival. Send an “On my way” from a job and it starts measuring.
Customer responsiveness
Quote turnaround2.0 daysLead in → quote sent, across 2 leads
Payment response time3.2 daysRequested → paid, across 114 payments
Where work comes from — Last 12 months
Website form
2737% won
Referral
1250% won
Missed call
1060% won
Added by hand
5—
Cost per lead needs advertising spend, which isn't recorded anywhere yet — so this ranks by volume and win rate rather than pretending to know what a lead cost.
Labor & crew productivity
Total crew hours134.0 hrs134.0 billable on jobs
Revenue / crew hour$1,849/hrcollected per paid hour
Billable ratio100%$117,069 total labor
Hours by crew member
Jamal Reed
44.0 hrs6 jobs$1,056
Sam Whitaker
35.0 hrs5 jobs$700
Mike Torres
32.0 hrs5 jobs$960
Elena Ruiz
23.0 hrs4 jobs$644
Derived from time clock shifts and job labor entries.Manage crew →
Quick Stops — Last 12 months
Total Quick Stops revenue$14,849
Speed fees$490% Service work$14,800100%
Completed1stop finished
Customers offered3sent a time and a price
Customers accepted1paid the fee and got a slot
Average value$14,849fee and work, across 1 stop that earned
Average speed fee$49across 1 fee paid
Acceptance rate33%
1 of the 3 offers you sent in this period were paid for. Counted on the offers themselves, so a slow yes still lands against the day you asked.
3Offered
1Accepted
1Completed
What the detours cost — 1 measured stop
Avg added time7 min
Avg detour2.9 mi
Revenue per added hour$127,277
Revenue per added mile$5,120
Quick Stops earned $127,277 per extra hour on the road.
Opportunity
Requests received3
Declined or expired0
Still ahead2
Est. value passed up—
Best single stop $14,849.
Crew with the most Quick Stops
- Mike Torres1
- Sam Whitaker1
Arrivals
Are you there when you said you’d be?
No arrival updates sent yetWhen your crew taps “I’m on my way”, this tracks how often you hit the window you promised, how late you run when you miss it, and how many customers open the link.