Feature · Reports

The numbers that actually matter.

You shouldn't need a spreadsheet at midnight to know how the business is doing. Track revenue, lead conversion, completed vs cancelled jobs and more, right from your phone.

  • Books: revenue, jobs, mileage, taxes
  • Marketing: lead funnel, sources, rejection reasons
  • Date range filters with smart bucketing
  • Per-role visibility (admin / tech)
Revenue MTD
$8,420
+18%
Jobs
42
+6
Avg job
$414

Revenue · last 8 weeks

One part of the complete system

This feature does not work alone. It connects to what comes before and after it.

PDR Business Pro follows the whole customer and job process, from getting the lead and sending the estimate to scheduling the work, collecting payment and asking for a review. That connected process was developed through years of running our own PDR business.

Keep exploring

Guides and connected features

View documentation