Reports

See what brings in money, and what does not

Bookings, payments, leads and costs in one place, including which adverts and sources actually turn into paid work.

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3 months free for our first 100 businesses. No card needed.

The problem

Money goes on adverts and directory listings without anyone knowing which ones pay for themselves.

The report of bookings and money by lead source — Demo workspace with invented customers and figures.

What it does

Where bookings come from

Money booked by lead source, so you can see which channels earn their keep.

Ad spend against bookings

Enter what you spend on each channel each month and see what it brought back.

The year ahead

A twelve-month view of booked work and what is still to be paid.

Proposals that become bookings

How many proposals are accepted, and how long it takes.

Packages that sell

Which packages and services are booked most, and which earn most.

Money out

Expenses recorded against the business and against each job.

Every report downloads as a spreadsheet.

Works hand in hand with

Leads and inquiries

Every inquiry in one list, with where it came from and a reply in seconds.

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Invoices and payments

Deposits, balances and payment plans, paid into your own account.

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Brands and locations

More than one business, or more than one base, from one login.

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See the whole platform

The first 100 businesses get 3 months free.

No card to start. We help you bring your customers and bookings across, and in return we ask for your honest feedback. Your workspace is set up for your country and your kind of business as soon as you sign up.

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