Custom report builder
Build and save your own reports.
Replaces waiting for the year-end accounts. You price the next job on what the last one actually cost.
Know which jobs make money before the year-end accounts tell you.
Revenue, profit per job, win rate, cash-flow forecast and customer acquisition — built-in reports plus a report builder for the question nobody thought to ask.
Price the next job on what the last one actually cost.
- Pick the fields, group them, filter them and save the report
- Covers jobs, quotes, invoices, customers, time and expenses
- Export to CSV for the accountant or for a tender submission
- For the question nobody built a screen for
Step 06 of the job: paid
The customer pays by card, Apple Pay or Direct Debit. Xero or QuickBooks are updated. A review request goes out. And eleven months later, the annual service reminder books the next job.
Custom report builder is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does custom report builder replace?
For most trade businesses, waiting for the year-end accounts. You price the next job on what the last one actually cost.
Does custom report builder work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Custom report builder is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and custom report builder is switched on with your trade's templates already in place.
Put custom report builder to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.