Reports and compliance

Reports, dashboards, profit, and every renewal and filing in one place.

ReportsReady-made answers about your money, sales, stock, trucks and people, each with its big number, its trend and a chart.
The figures on your listsUp to five figures across the top of Leads, Quotes, Orders and Issues, each with its own filters, dates and comparison.
Build a reportPick what it is about, up to three numbers, how to break them down and the chart, then share it with the people who need it.
Use and build a dashboardYour most important numbers on one screen, with goals, ready-made boards to copy and a TV mode for the warehouse wall.
Profit on a quote or orderThe Profit tab works out what a job will earn after items, crew, trucks, fuel and card fees, and who may see it.
The Compliance hubEvery truck renewal, team credential and business filing on one screen, with what needs you first and one action per row.
Keep truck renewals currentRegistration, inspections and insurance for each truck and trailer, with the date typed once and Mark done moving it on.
Track team credentials and licencesDriver's licences, DOT medical cards and other cards for each person, who must hold what, and reminders before they lapse.
Business filings, licences and permitsThe federal and state filings that apply to you, looked up from your address and a few answers, reminders to check your own town, plus your own licences and permits.

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