Build your own reports
Pick your fields, your filters, your grouping. Save it. Share it. Report Designer builds the report your office actually needs, instead of a support ticket or a CSV export you rebuild by hand every month.
Standard dashboards cover the common cases. The report your controller actually wants — jobs by tech by month, filtered to one account, grouped by job type, with a specific set of columns — usually doesn't exist until someone requests it from support, or gets rebuilt by hand in a spreadsheet every reporting cycle.
Report Designer lets your office build that report directly: choose the fields, apply filters, pick how it's grouped, and save it. Once saved, it's a real report anyone with access can open again, not a one-time export that goes stale the moment new jobs come in.
How it works
Choose exactly the columns your report needs — no more, no less.
Scope to an account, a job type, a date range, a tech — however the question is actually being asked.
A saved report is a real, reusable view — not a one-time export that's outdated the next morning.
Give the right people access to the report instead of re-running it for them every time.
No — Report Designer lets your office build, save, and share the report directly.
Yes — it pulls live data every time it's opened, unlike a CSV export that's frozen the moment it's downloaded.
One platform from the first lead to the last warranty claim. Every capability below is part of it.
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