Know your numbers
Revenue, outstanding balances, jobs and invoices by status, and who owes you what — a live dashboard that turns the work you already do into decisions you can make today.
Analytics
Revenue this month
$0
18%
Outstanding
$0
18 unpaid
Visits this week
0
of 50 scheduled
Revenue by month
Trending up
J
F
M
A
M
J
Visits trend
Live
Revenue updated
$18,420 this month
Your business, by the numbers — without the bookkeeping.
01
It just adds up
Every estimate, job, and invoice you run in Fieldsity flows into your dashboard automatically. No spreadsheets, no manual entry.
02
See it live
Open the dashboard and your numbers are already there — today, this week, this month — refreshed in real time.
03
Make the call
Spot what is working, where money is stuck, and which crews and services drive profit. Then act on it.
Stop guessing. Start running the numbers.
0
Dashboard for revenue, jobs, and AR — no spreadsheets
+0%
Revenue lift owners find by acting on the numbers
0
Manual data entry — it updates as you work
0/7
Live view of where your money actually is
See the money move
The metrics owners actually care about. Watch revenue climb month over month, keep an eye on what's still outstanding, and catch a slow week early — while you can still do something about it.
Payments
Payment received
$0.00
Deposited
Recent payments
Cooper Heating & Air
Visa · 4242
$2,480
Reyes Plumbing
ACH transfer
$640
GreenEdge Landscapes
Autopay
$1,180
Never lose track of what's outstanding
Get paid what you're owed. Know exactly who owes you, how much, and how overdue. Aging buckets surface the invoices that need a nudge so cash stops slipping through the cracks.
Analytics
Outstanding balance
$0
18 unpaid
Outstanding aging
by days overdue
$1,100
0–30
$1,640
31–60
$420
61–90
$320
90+
$740 is 60+ days overdue — time for a nudge
See who drives the business
Know how every tech is doing. See visits, hours, billable %, revenue, and utilization for every tech. Spot your top performers, catch who's stretched too thin, and coach with real numbers instead of a gut feel.
Everything you need to run the numbers
The reporting a back office gives you — without hiring one.
See the whole picture
Revenue dashboard
Track revenue, jobs, and invoices by status over any window, with month-over-month trends.
Protect your cash
AR & aging report
Outstanding invoices grouped by how overdue they are, so nothing falls through the cracks.
Know who delivers
Team performance
See visits, hours, revenue, and utilization for each tech, so you can coach and spot top performers.
Analytics questions?
Not seeing what you need? Hit us up.
Where do the numbers come from?
Straight from the work you already do in Fieldsity. Every estimate, job, invoice, and payment rolls up into your dashboard automatically — so the totals are always current and you never touch a spreadsheet.
What can I actually see?
Revenue over time, your jobs and invoices broken down by status, how each team is performing, and a clear read on accounts receivable and aging so you know exactly who owes you what.
Is the data live?
Yes. Close out a job or take a payment and your dashboard updates in real time. No nightly sync, no waiting on your bookkeeper to reconcile the month.
Do I need an accountant to understand it?
Not at all. The dashboard is built for owners, not bookkeepers — plain-English numbers, clean charts, and the few metrics that actually move your business, right on the home screen.
Start knowing
your numbers
Turn the work you already do into a dashboard you can act on. Start free month and see your numbers today.
