GET PAID & KNOW THE NUMBERS · REPORTING

Numbers that come from a record, not a feeling.

Revenue and profit by job and by type. Cost per lead and close rate by source. Money collected by month. Price and cost per square foot from your own history. Nothing here is typed in; it is read out of the jobs you ran.

7 days free. From $159 a month after — every tool on every plan. Cancel any time.

MONEY

Closed revenue, closed profit, pipeline.

What closed jobs brought in and what they cost — so margin is real. What is under contract and still to collect. Money collected by month from dated payments, and a plain warning when a payment has no date rather than a chart that quietly lies.

SALES & LEADS

Where the jobs come from, and what each source costs.

Every lead carries its source. Reporting turns that into close rate by source, average job size by source, and — if you tell SiteView what you paid Thumbtack, Google or the printer — cost per lead and cost per job by source. Door hangers get their own report.

ATTENTION

The dashboard is the daily report.

Six numbers and a list: active jobs, pipeline, open balances, closed profit, money by month, and Needs attention — every job over budget, every change order pending, every invoice late. It is computed when you open it.

IT ALL CONNECTS

The same record, further along.

Nothing here is a separate module with its own copy of the data. Reporting is one view of the job; these are the next ones.

Closed-job profit is the budget ledger, rolled up.

Money collected by month comes from dated payments.

Hanger cost per lead sits beside every other source.

QUESTIONS

Straight answers.

Yes — clients, leads, projects, invoices and payments export to CSV, and custom lists export too.

The reports are the ones a home improvement company asks for — and they grow as customers ask. If you need a number SiteView does not show, ask; if it can be read from the records, it gets built.

MORE OF SITEVIEW

Keep going.

Job budgets & costing

Know a job is going over while you can still fix it.

Invoices & payments

Progress billing and card payments, on the job.

Door hangers

Marketing you can actually price, street by street.

Put one of your own jobs through it.

Free for 7 days. We set the company up with you, load the first job together, and you judge it with your numbers — not a demo’s.

7 days free. Card on file, nothing charged until day 8. From $159 a month after — cancel any time.