“How many estimates did we lose last month, and what were they worth?” Type it or say it. The answer comes back from your own data — and so does the spreadsheet.
In plain language, by voice or text. No report builder, no filters to configure.
Estimates, jobs, dispatch, recycling, signs, submissions — whatever the question touches.
Read it on screen, or take the spreadsheet into whatever you were already doing.
Ask the way you would ask a bookkeeper, not the way you would write a query.
Estimating, dispatch, recycling, marketing — one question can cross all of them.
A number on screen when that is all you need, a spreadsheet when it is not.
Ask on the way to a job and have the answer before you park.
Scoped to your own workspace. Nothing is pooled and nothing leaves it.
Where is the margin going, which routes run late, what did recycling bring in.
Every reporting tool eventually becomes a screen of filters nobody touches. Ask a question instead, and let the answer decide what the report should have looked like.
It reads the same records the rest of the app writes — your estimates, your routes, your recycling visits — so the answers are about your trucks and your territory.
Sometimes you want the number. Sometimes you want the list of every job behind it. Ask for either.
No export, no pivot table, no waiting on someone else.
The ones that were never worth building a report for.
Scoped to your workspace, always.
Analytics is available on Pro and Enterprise.