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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. $250 a month after, whole company. Cancel any time.

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Reporting: revenue closed, profit closed, pipeline value and $/sqft by project type
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.

  • Profit on closed jobs from what was actually paid out
  • Pipeline value from active contracts
  • Filter by project type or tag
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Reporting overview
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.

  • Close rate and average job by lead source
  • Cost per lead where the spend is known — and "unknown" where it is not
  • Lead stats: response time, untouched leads, estimates viewed
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Leads page with lead stats
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.

  • Widgets you can turn on and off per person
  • Needs attention sorted by what costs the most
  • Today on site: who is where, right now
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The dashboard

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.

Job budgets & costing →

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

Invoices & payments →

Money collected by month comes from dated payments.

Door hangers →

Hanger cost per lead sits beside every other source.


Questions

Straight answers.

Can I export?+
Yes — clients, leads, projects, invoices and payments export to CSV, and custom lists export too.
Are there custom reports?+
The reports are the ones a remodeling 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.

A job budget in SiteView: lines with status, vendor, cost, paid and open balance
Job budgets & costing

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

Learn more →
The Invoices list: paid, due and late, with balances
Invoices & payments

Progress billing and card payments, on the job.

Learn more →
Door hangers: territories on a map with drops, leads and cost per lead
Door hangers

Marketing you can actually price, street by street.

Learn more →

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. $250 a month after — cancel any time.