THU 6:02 PM · THE DAY IS DONE
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.
Today
Thursday, Sep 17
8:00 – 9:00 AM
1180 W College Ave
Appleton, WI
Client
Claire Novak
Assigned
You
Mark Anderson
620 N Oneida St, Appleton, WI
David Kowalski
2205 S Kensington Dr, Appleton, WI
Lisa Larson
902 Maple Ct, Appleton, WI
Rosa DiazPro memberAnalytics
$38,640
revenue · +11% vs Aug
142
visits · +8% vs Aug
$4,210
outstanding · 6 invoices
81%
utilization · +3 pts vs Aug
Jordan48 visits · 88% billable$14,280
Dana41 visits · 83% billable$11,960
Marcus33 visits · 76% billable$8,110
Sam20 visits · 69% billable$4,290Your business, by the numbers, without the bookkeeping.
- Step 1
It just adds up
Every estimate, job, and invoice you run in Fieldsity flows into your dashboard automatically. No spreadsheets, no manual entry.
- Step 2
See it live
Open the dashboard and your numbers are already there, today, this week, this month, refreshed in real time.
- Step 3
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.
Rosa DiazPro memberPayments
$18,642
collected this month
$2,310
on its way to your bank
1.9 days
invoice to paid, on average
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.
Rosa DiazPro memberInvoices/INV-1042
$1,240.00
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.
Invoice #1042 · David Kowalski
$1,240.00
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Receipt sent to David · synced to QuickBooks
Everything you need to run the numbers
The reporting a back office gives you, without hiring one.
Revenue dashboard
Track revenue, jobs, and invoices by status over any window, with month-over-month trends.
AR & aging report
Outstanding invoices grouped by how overdue they are, so nothing falls through the cracks.
Team performance
See visits, hours, revenue, and utilization for each tech, so you can coach and spot top performers.
Built for every trade. Fitted to yours.
Core features every trade needs: scheduling, estimates, invoices, payments. Then customize it for yours with add-ons built for the way your trade actually runs.
Analytics questions?
Don't see your question? Ask the team.
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.
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.
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.
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.
