Sales and Operational Analytics

Understand the work between interest and payment.

Use Quote Tracking, Routing Metrics and Financial Tracking to examine how customers buy, how staff deliver the work and what the recorded activity costs. Each view keeps the relevant service, customer and work details available.

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Quote Tracking

See what happens before the order arrives.

Search and filter tracked quote activity, review overall buying activity and see where customers progressed or stopped. Identify where customers moved forward or stopped between property selection, service consideration, quoting and checkout.

Saved quote continuity lets customers return to an existing quote and continue after authentication. The recorded activity helps the business understand a purchase that may take more than one visit.

Explore Quote Journey Tracking 
Two quote histories retain the measured service scope and their different recorded outcomesIllustrative tracked surface-cleaning quotes in Maple West. Q-302 for 72 Oak Street includes an 800-square-foot driveway and a 400-square-foot patio with water access supplied as yes. A 60-dollar base plus 1,200 square feet at 8 cents gives a 156 Canadian dollar price. The quote was saved September 1 at 17:42 and resumed after sign-in September 2 at 14:04; its purchase completed as order O-302. Q-336 for 18 Birch Road includes a 20-by-30-foot driveway, 600 square feet, with water access yes, giving 108 dollars under the same example pricing rule. Its latest recorded event is price calculation September 2 at 15:20, with no later order recorded in this example. The plans show measured selected surfaces and excluded houses. The different stopping points indicate recorded progression, not the customer’s reason for stopping or a conversion-rate claim.The quote history keeps the buying context.Surface cleaning · Maple West · recorded quote activity72 Oak Street / Q-30218 Birch Road / Q-336HOUSEHOUSE1,200 sq ftDriveway + patioWater access: yes$156$60 + (1,200 × $0.08)600 sq ftDriveway onlyWater access: yes$108$60 + (600 × $0.08)1 Sep · 17:42 / quote saved2 Sep · 14:04 / resumed after sign-in2 Sep · 15:20 / price calculatedLatest recorded quote eventPurchase complete · O-302No later order recorded
The property and selected services
Inspect the address and service area alongside the services considered. Understand the offering the customer was exploring.
The information behind the quote
Review recorded measurements, answers and the calculated price and its contributing details. Use the session detail to understand what contributed to the buying decision.
The progression and result
Review quote status and key events. A completed buying journey can be connected to its resulting business record, retaining the path that led to the order.
Routing Metrics

Understand how the scheduled work uses the day.

Review route runs and stops with the recorded staff, service, customer, status, distance and timing information. Separate driving, on-site and hold activity so a full schedule can be understood in terms of the work actually recorded.

Compare the relevant work

Filter by employee, customer, service, route area, run type, run status, stop status and input. Review route completion and stop outcomes within the portion of the operation you are examining.

Route and stop views retain their business date and the customer or service details needed to interpret the activity.

Follow a summary into its detail

Open a route detail with route, stop, input and financial views. Review revenue and the available financial results alongside distance, completion and recorded time, so the result has an operating explanation.

Location-signal quality, missing route events and gaps in recorded history help identify where the underlying record needs attention.

A route interval separates recorded driving, on-site and hold activity from a missing timing intervalIllustrative West route W-11 on September 10 for Alex, U-037, spans 09:00 to 12:00. Recorded driving totals 40 minutes; on-site events total 115 minutes across window cleaning at 31 Willow Lane, surface cleaning at 86 Cedar Avenue and gutter cleaning at 12 Birch Road. A 10-minute hold is separate. The 10:10–10:25 interval has no timing events and remains an explicit 15-minute gap. The proportional band therefore accounts for 180 elapsed minutes as 40 driving plus 115 on-site plus 10 hold plus 15 uncovered, without assigning an activity to the missing interval. Separate stop records show completion at 09:52, 11:10 and 12:00. The route has 17.8 kilometres recorded, not a claim of complete GPS coverage or full-trip distance.Every recorded minute keeps its context.West · W-11 · 10 September · Alex / U-037 · 09:00–12:0009:0009:3010:0010:3011:0011:3012:0012mStop 0140 min18m15mgapStop 0245 min10m10mStop 0330 minDriving · 40 minOn-site · 115 minHold · 10 minGap · 15 min01 / Window cleaning31 Willow LaneCompleted 09:5202 / Surface cleaning86 Cedar AvenueCompleted 11:1003 / Gutter cleaning12 Birch RoadCompleted 12:0017.8 km recorded · route W-1115 min without timing events
Explore the field records behind the analysis 
The inputs consumed by delivery

Compare what was used with the work that required it.

Input Usage connects service demand and preparation to property-level consumption. Field records distinguish used, wasted and returned quantities, retaining the route, service and property details.

Routing Metrics can examine input usage, actual cost, waste and returns across jobs. A breakdown of the main supply costs helps the office understand which products contribute to the operating result.

Explore Input Usage 
Financial Tracking

Connect the financial result to the activity that produced it.

Review profitability, cash and billing summaries with employee, customer and service performance. Separate invoice financials, completed-service financials, cash activity and recorded payments according to the question being asked.

Filter by employee, customer, service, input, invoice status, payment status and reporting period. Reporting uses the location's local business time.

Explore financial and cost tracking 
Completed-service values, invoices and payments stay distinct, with cost coverage visibleIllustrative West route W-11 financial context for September 10, 2026, in Canadian dollars. Completed window cleaning is valued at 120 dollars, surface cleaning at 180 and gutter cleaning at 90, totalling 390 in completed-service value. Separate invoice records I-620, I-621 and I-622 happen to total the same 390 dollars in this example. I-620 has no recorded payment and 120 open; I-621 has 100 paid and 80 open; I-622 has 90 paid and no balance. Payments total 190 dollars, leaving 200 unpaid. The proportional invoice bands separate paid and outstanding amounts. Recorded input cost is 38 dollars and asset cost 24 dollars, totalling 62 in those recorded costs only. Timing covers 165 of 180 elapsed route minutes with a 15-minute gap, as in the preceding route image. Cost coverage remains incomplete; no complete delivery cost or profit is inferred by subtracting the available costs.Completed work is not collected cash.West · 10 September 2026 · route W-11 · CADCompleted service$390Invoiced$390Payments recorded$19001 / Window cleaningI-620 · $120 invoiced$120 open02 / Surface cleaningI-621 · $180 invoiced$100 paid$80 open03 / Gutter cleaningI-622 · $90 invoiced$90 paidRecorded inputs $38 + asset costs $24 = $62$200 unpaidTiming: 165 of 180 min covered · 15 min gapCost coverage incomplete

Keep revenue, billing and payments distinguishable

Invoice and payment states provide context around the amount shown. Payment-method distribution and cash activity answer different questions from the revenue and costs associated with completed service.

Review the available cost record

Input costs, route timing and the completeness of vehicle or equipment cost records help explain the resources recorded against delivery. Financial Tracking keeps those measures connected to operational records.

Check whether the records are complete

Check which records are complete and which details are missing before drawing conclusions. Incomplete timing or cost information should be visible when the business compares its services, customers or staff activity.

Use the evidence to decide what to examine next.

Review a buying path that loses momentum, the travel behind a route or the inputs behind a service's cost. The platform supplies recorded details; your team uses it when evaluating offers, preparation, scheduling and operating assumptions.

The fixed administrative dashboard provides a starting overview. Specific reporting tools then let authorized users examine the commercial, field and financial records in more detail.

Explore the reporting tools 

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