Crew utilization
84%
JobsiteOn Reporting
Reporting that shows what to fix next
Stop guessing. JobsiteOn Reporting connects your quotes, jobs, schedules, and payments so you can see what's working and what's slipping.
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Proposals, invoices, jobs, and tasks in one review
Used in weekly sales, operations, and collections reviews across JobsiteOn.
OwnersOffice managersSales reviewsOps reviewsCollections follow-up
Weekly review
See where the week starts to slip before it becomes missed margin.
Reporting connects proposal velocity, schedule pressure, invoice activity, and task load so owners can spot the real bottleneck and move straight into the next action.
Sales dashboards
Double-click the sales story before quotes drift.
See what is in pipeline, what is converting, and which follow-up is stalling without waiting for someone to rebuild the week in a spreadsheet.
- Leads -> quotes -> jobs stays visible in one operating view.
- Win/loss reasons stay attached to the actual proposal flow.
- Rep performance is easier to review while the opportunity is still active.
Operations dashboards
Find what is slowing the board down, fast.
Review utilization, cycle time, and arrival quality in the same pass so late jobs and overloaded crews show up before the field feels them.
- Compare booked work against available crew capacity.
- Catch installs or service calls drifting beyond their target window.
- Use one review to align dispatch, office, and field follow-through.
Operations review
Spot schedule drag before it turns into crew overtime.
Monday 8:00 AM
Cycle time
2.4 days
On-time arrival
92%
Jobs drifting
4
Needs attention today
2 install crews booked above 90% this week
4 jobs waiting on invoice handoff after completion
West route arrivals trailing target by 8 minutes
Financial dashboards
See where money is sitting before collections slip.
Tie invoiced work, collected cash, and aging exposure together so the office can prioritize the right follow-up instead of reacting after the month closes.
- Track invoiced versus collected without leaving the same system.
- Keep aging trends visible while the customer conversation is still current.
- Understand which balances need action this week, not next month.
Financial view
See where money is sitting before collections slip.
9 past due
Invoiced
$82.4k
Collected
$64.1k
Open balance
$18.3k
Current month cash movementUpdated hourly
Collected this week$21.7k
Outstanding this week$7.4k
Invoices past 7 days$9.2k
Customer proof
“We stopped rebuilding the week from four different spreadsheets. Reporting shows where the slowdown started, who owns the next move, and which dollars are starting to age.”
Weekly ops reviewSales follow-upCollections visibility
Connected analysis
All your data. Right where you work.
Keep the weekly review, the export, and the follow-up inside the same operating system so the team can go from insight to action without rebuilding context.
Weekly snapshot
Exports
Export the weekly review without losing the context.
Finance, accounting, and leadership can take the same proposals, invoices, jobs, and task summary the office just reviewed and carry it into the next meeting.
- CSV exports are ready when accounting needs the snapshot.
- Role-based access keeps sensitive financial views controlled.
- The audit trail stays inside JobsiteOn when numbers are shared out.
Sales tracking
7 quotes
waiting more than three days for follow-up
Aging
$9.2k
waiting beyond seven days with follow-up ready
Next move
Trace every number back to the workflow that created it.
Reporting works best when the owner can jump directly into sales tracking, revenue review, or aging follow-up instead of treating the board like a dead-end dashboard.
- Move from proposal performance into follow-up that changes close rate.
- Review revenue drivers without splitting the data into a second tool.
- Push aging follow-up while the invoice and customer history are still in view.
Run the weekly review without rebuilding the week.
Use the same quoting, job, invoicing, and reporting workflow across the office, the field, and the customer follow-up so the numbers lead directly to the next move.
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