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Reports and dashboards
Get essential statistics and insights to help you run your business better with customizable reports and dashboards
Team performance
Easy performance tracking
View your team’s scoreboard, job performance, sales, and revenue at a glance. Stay on top of open estimates, new leads, and all recent activity.
Flexible dashboards
Focus on what matters most
Easily track what matters to you most with customized dashboards. Choose from over a dozen widgets to create a complete overview of your business.
Drag-and-drop interface
Control your data
Drag and drop your dashboard to customize it according to your needs. You can then decide which widgets are the most important, add them to your dashboard, and arrange them accordingly. Any update can be made at any time.
Ad tracking
Invest back into your business
Boost your ROI and optimize your marketing strategy with ad optimization. Save up to 16% on your marketing budget and reallocate funds to enhance your plumbing business. Our ad source analysis pinpoints which sources drive maximum conversions allowing data-informed decision-making.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
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I always recommend Workiz. It's incredible and has doubled our bookings and sales.
