Reporting
The question you keep asking, answered every week
Build a report from your contacts, bookings, invoices, calls or conversations — pick a window, a grouping and a metric, and it draws. Save it, schedule it, and it lands in an inbox on the day you chose.
The situation
The numbers exist. Getting to them means an export, a pivot table and an hour, so it happens at month end and never on a Tuesday when it would still change something.
Calls answered
214
Including 61 after hours
Appointments booked
87
From calls, forms and chat
Collected
$48,200
Paid, not invoiced
Reviews requested
132
Sent after completed visits
Bookings by day
Last 14 daysPipeline
Built from a sentence, if you like
With the AI Operator, "chart new leads per week for the last 90 days" builds it, runs it once against your own data, and saves it. Without it, the builder does the same thing with dropdowns.
It runs before it saves
A report that has never executed is a title and a hope. Every report is run once at the moment it is created, so an empty result is a finding you see immediately rather than an empty email on Monday.
Scoped to the person reading it
An agent whose access is limited to their own records gets a report about their own records. The same definition, different rows — not a permission error and not somebody else’s numbers.
In short
See it on your own data.
Every plan comes with a 14-day trial, and no card is needed to start one.