Add-On Feature
Performance
Scoring
Clear, structured reporting on how your business is actually performing — daily, weekly, and monthly. Built for owners and managers who want real answers, not spreadsheets.
Modular — add when you're ready
No long-term contracts
Real data — not gut feel
What You Get
Know How the Business
Is Performing
Performance Scoring delivers reporting across key operational areas — designed to be reviewed quickly, not analyzed for hours.
Job Activity & Completion
Track jobs completed vs scheduled, identify bottlenecks, and monitor throughput across your entire operation.
Sales Performance
See revenue trends, average job value, and growth indicators at a glance without manual spreadsheets.
Lead-to-Job Conversion
Understand how leads move through your pipeline and where opportunities are being lost.
Daily, Weekly & Monthly Recaps
Structured performance views at different time horizons so you spot issues early.
Team Utilization
Monitor productivity across your crew — who's booked, who's available, and where capacity exists.
Bid Performance
Track bids won vs submitted and understand your win rate trends over time.
Track What Matters
KPIs Built
for Trades
Instead of generic dashboards, Performance Scoring focuses on KPIs relevant to trade businesses.
01
Jobs completed vs scheduled
02
Bids won vs submitted
03
Average job value
04
Revenue trends
05
Team utilization
06
Lead-to-job conversion rate
How It Works
| Data Source | Analytics | Spreadsheets |
|---|---|---|
| Auto-populated | ||
| Real-time data | ||
| Trade-specific KPIs | ||
| No manual entry | ||
| Daily/weekly/monthly |
Connected Data
Pulls From Your
Existing Workflows
Performance Scoring pulls data directly from modules you already use — no manual summaries required.
📊 Leads
📄 Bid Management
🛠️ Job Management
📅 Scheduling
💰 Invoicing
👤 Customer CRM
Who It's For
Built for Owners
& Managers
Performance Scoring is designed for people who need visibility without adding administrative work.
See the Business
More Clearly
Performance Scoring helps contractors understand performance, spot trends, and make decisions based on facts — not gut feel.