Smart Tools1 min

Business Health Insights

The numbers behind your business — revenue trends, quote win rates and where the work is coming from.

Step by step

1
Open Business health
One page with the state of your business — no spreadsheet wrangling.
2
Track revenue over time
See collected vs invoiced month by month, and spot your busy and quiet seasons.
3
Know your win rate
How many quotes turn into jobs, and what your average job is worth.
4
See where work comes from
Lead sources you record on clients pay off here — see which channels bring the valuable work.
5
Act on it
Overdue money, stale quotes and unscheduled jobs all link straight to the lists where you can fix them.

Still stuck?