Reading the dashboard
Four short answers at opening time: who owes the shop, which invoices are largest, where the work sits, and who is booked next.
Owner · Manager · Anyone with reports access · checked 2026-09-07
Reports
The opening dashboard, what the numbers mean, where they come from, and what they refuse to guess.
Looking across your shops
One organization-wide view of work, sales and receivables, with fleet and individual money separated and ratios recalculated from the underlying totals.
Owner · Manager · Anyone with reports access · checked 2026-09-15
Finding the report you need
The whole report library on one page, grouped by the question each report answers, searched from one box — and the ones your access does not include stay listed and say why.
Owner · Manager · Service advisor · checked 2026-09-23
Scheduling a report by email
Choose a live report's delivery rhythm and date window, see when it will run, resume a paused delivery, or unsubscribe.
Owner · Manager · Accountant · checked 2026-09-11
Your estimate close rate
How much of the quoted work customers said yes to — by ticket and by value. Built so that revising an estimate can neither manufacture a lost sale nor make a declined one disappear.
Owner · Manager · Service advisor · checked 2026-09-01
Keeping score on promised times
Every promise that came due in a window: what was first said, every move and its written reason, and — only where the record can prove it — whether it was kept.
Owner · Manager · Service advisor · checked 2026-09-01
What is not here
Two different kinds of missing, and they are worth telling apart. One is a feature that does not exist, which no amount of writing would fix. The other is a feature that ships and that we have not documented, which is our backlog and nobody else’s problem to excuse.
- Where each individual report's figures come fromNot written
- The library itself is documented now — how the reports are grouped, searched, starred, withheld and exported. What is still missing is a page per report: only the estimate close rate and the promised-times score have one, and every other report is explained by the single sentence on its row plus whatever notes it prints above its own table.