New
—
Awaiting tech
In Progress
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Tech assigned
Cancelled
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In period
Completed
—
In period
Revenue
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Completed · period
⚡ Unassigned
● In Progress
Recent Completed
| ID | Service | Tech | Sale |
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Activity
| Job ID | Service | Customer | Phone | Tech | Status | Timing | Date | Sale |
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ServicesClick row → details
| Service | Completed | Cancelled | Conv% | Revenue | Avg Sale | Avg Rating |
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Advertising SourcesClick row → source detail
| Source | Cost | Jobs | Avg Cost/Job | Closing Rate | Avg Sale | Revenue | Avg Rating |
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Technician Performance
| Tech | Jobs | Completed | Cancelled | Rejected | Revenue | Avg Sale | Avg Rating |
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Job Outcomes
Payment Methods
| Technician | Jobs | Total Sales | Tech Parts | Co. Parts | Card Fee | Coll. Co. | Coll. Tech | Co. Share | Tech Share | Balance |
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| Job ID | Service | Completed | Sale | Tech Pts | Co. Pts | Card Fee | Base | Rate | Tech Comm | Collected | Balance |
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Sources
Click a source to drill down
Add Cost Entry
Campaign Structure
Define hierarchy for accurate filtering
Cost Entries
Jobs
| Job ID | Date | Phone | Service | ZIP | Result | Sale | Rating |
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| Job ID | Date | Time | Phone | Service | ZIP | Result | Sale ($) | Cancel Reason | Rating | Campaign | Ad Group | Keyword | Match | Device | Tracking # | Landing Page | GCLID |
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