Advanced reporting & analytics
Your whole shop, on a live page.
Standard reports for every part of the business — projects, estimates, invoices, timesheets, inventory, scheduled work, taxes, and sales. Plus a custom report builder that feels like a simple spreadsheet, pulling from your live records.
Reports
standard · custom · live
Projects
Estimates
Invoices
Timesheets
Inventory
Scheduled work
Tax totals
Projected income
Lead sources
Top clients · YTD
Reports
standard · custom · live
Projects
Estimates
Invoices
Timesheets
Inventory
Scheduled work
Tax totals
Projected income
Lead sources
Top clients · YTD
Live data
Pulled from your account, not snapshots
Permissioned
Per-role access, set per business
Custom layouts
Pick columns, save, reopen anytime
CSV export
Download what you see, ready for Excel
The hub
One page. Every report. No hunting.
Reports is a hub of shortcuts to the standard reports plus any custom reports your team has built. Click in, narrow the view, and the data loads from your live records.
Projects
Pipeline by status, value, hours, profit, and assigned crew.
Estimates
Sent vs. approved, deposit collected, win rate by source.
Invoices
Outstanding, paid, overdue — totals and aging by client.
Timesheets
Hours by tech, by project, by week. Approvals and rates included.
Client communications
Calls, emails, and portal activity tied to the right record.
Products & inventory
On-hand, used on jobs, low-stock, and cost of goods sold.
Scheduled work
One-off and recurring jobs, with calendar views where it fits.
Tax totals
Tax collected by jurisdiction and period, ready for filing.
Projected income
What's already booked vs. what's still in the pipeline.
Lead sources
Where new clients came from, and what each source is worth.
Sales overview
Revenue, deposits, refunds, and net by month or quarter.
Custom reports
savedAnything your team has built — pinned right next to the standards.
Custom report builder
Build a report like you'd build a spreadsheet.
Pick columns from clients, jobs, estimates, invoices, time entries, and events. Preview the rows, save the layout, and reopen anytime — the numbers refresh from live data.
Add columns
select fields from any source
Blank column
manual entry
or select from data
Clients
6 fields
Projects
14 fields
+ 8 more
Estimates
10 fields
Invoices
13 fields
Timesheets
9 fields
Events
6 fields
Top clients · YTD
4 columns · 9 rows · live
Clients
9
Total value
$118,420
Avg margin
59%
Outstanding
$8,940
Pillars
Reporting that doesn't fight you
The four things that actually matter when the answer needs to be on screen in 30 seconds.
Live, not stale
Reports query your live account every time you open one. No nightly snapshot, no manual refresh on the server.
Permissioned per business
Who can open Reports — and which ones — is set by the role permissions you choose for each business. Not a generic everyone-sees-everything rule.
Narrow without code
Filter by date range, status, client, or assignee on every standard report. Summaries up top, detailed lists below, calendar view where it fits.
Export what you see
One-click CSV download of the exact view on screen — filters, sort order, and visible columns included. Opens cleanly in Excel or Sheets.
Inside a report
Summary up top. The list right below.
Open the Invoices report and you see totals first, then every row that rolls into them — filtered to exactly what you asked for.
Filters
Date range
Apr 1 – May 9, 2026
Status
Outstanding · Overdue
Client
All clients
Assigned to
Mike R., Jen S.
Outstanding
$24,180
Overdue
$6,420
Paid (period)
$58,915
Avg days to pay
11.4
More
Everything else you'd expect
Date-range presets (week, month, quarter, YTD)
Filter by client, status, assignee, tag
Summary cards on every report
List + calendar views where it fits
Save unlimited custom layouts
Reorder, rename, and pin columns
Blank columns for manual notes
One-click CSV export
Pairs with
Every report runs on your real records
Nothing to wire up, nothing to import. The same data your team enters every day is the data you report on.
Projects
Pipeline value, hours, profit, and margin reports — one click from the project list.
Estimates
Approval rate, deposit collected, average ticket size — by source and by rep.
Invoices
Outstanding, overdue, and aged AR — totals at the top, every line below.
Timesheets
Hours by tech and by job, ready to push to payroll or compare against estimates.
Clients
Top customers, lead sources, and lifetime value — pulled from the live client book.
Pricebook
Most-used items, margin by SKU, and inventory burn — straight from the catalog.
Dispatch
Scheduled work and recurring jobs reports, with the calendar view built in.
Team
Permissions decide who opens which report. Set per business, per role.
Reporting questions
Straight answers about live data, permissions, exports, and how custom reports come together.
ServTrackr includes ready-made operational and financial reports, such as events, invoices, estimates, timesheets, projects, and more, and a custom report builder where you add columns from data sources and export results.
Yes. Custom reports use a spreadsheet-style grid: pick data sources, add and arrange columns, and save layouts you can revisit. Export to CSV when you need to share outside ServTrackr.
Yes. Use timesheets, events, and related reports to see completed work, hours, and revenue by team member, filtered the way your business tracks performance.
Marketing activity (for example campaigns or referrals) can be tracked alongside operations; use the reports and data available for your plan to tie outreach back to pipeline and revenue.
Yes. Export custom report results to CSV. Other report views may offer export depending on the screen you’re using.
Stop stitching together spreadsheets.
The numbers are already in ServTrackr. Reports just shows them — live, filtered, and ready to export.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
