We’ve rolled out a set of metrics modules so you can track your shop’s performance without digging through data or exporting to Excel. Dashboards are available at three levels: shop, customer and equipment.

Shop dashboard

Right from the home page, you get an overview of your business across five sections:

Operations — Work orders to do, in progress, completed and overdue. Average cycle time and completion rate.
Team — Technicians clocked in right now, on which work order and for how long. Total hours and average time per work order, per technician.
Financials — Revenue, invoices paid, unpaid and overdue. Profit margin with a trend line and average value per invoice.
Customers — New customers, new equipment and upcoming appointments.
Contracts — Active and expiring contracts, revenue generated, discounts granted and credit usage.

Customer metrics

Every customer record now includes its own indicators, so you can quickly gauge a customer’s value and the state of their equipment:

Outstanding balance, revenue generated, paid and overdue invoices
Fleet status: active equipment, last service, breakdown by type
Average cost per equipment and fleet revenue

Equipment metrics

Every vehicle or equipment record shows its individual profitability:

Financials — Revenue generated vs. costs, average value per job
Operations — Number of jobs, average service time
Usage — Mileage with monthly rate, engine hours

Each metric compares the current period to the previous one with trend indicators. A period selector is built in, and the data refreshes automatically every 5 minutes.