Run your business on real numbers
Operational reports and live dashboards turn every job, estimate, invoice, and payment into clear answers, while a built-in audit trail records who changed what - the insight of a data team, ready the moment you open the page. No spreadsheets, no guesswork.
- Know your real numbers at a glance, instead of waiting on month-end spreadsheets
- Get paid faster by spotting outstanding invoices and aging balances early
- Hold the team accountable with a complete audit trail of every change
- Make confident decisions backed by live job, revenue, and payment data
What you can do with Reporting & Analytics
Operational dashboards
Open ProHelper to a live dashboard of the metrics that matter, from revenue and outstanding invoices to job volume and upcoming visits. Filter by date range to spot trends fast.
Financial reports
Track money in and money out with reports across Estimates, Invoices, and Payments, so you always know what was quoted, billed, paid, and still outstanding.
Work and job reports
Review completed and scheduled work across Jobs, Visits, and Requests to understand throughput, backlog, and how your week is actually shaping up.
Built-in audit trail
A full audit trail records who changed what and when across your records, giving owners accountability and a clear history without bolt-on tools or add-on fees.
Export anywhere
Export report data and your full dataset whenever you need it, so your accountant, bookkeeper, or spreadsheet of choice always has the numbers.
QuickBooks-connected numbers
With the QuickBooks integration, your invoices and payments stay in sync, so the figures you report on match the books you file from.
Report Builder
A no-code Report Builder on the Growth plan lets you choose fields, filters, and groupings to build the exact reports your business runs on.
Advanced analytics
Deeper analytics with richer breakdowns by employee, item, and customer are included with the Professional plan, surfacing the insights that drive your next decision.
Reporting & Analytics: questions answered
Operational reports and dashboards are live now on the Essentials plan, covering revenue, invoices, payments, jobs, visits, and requests. You can filter by date range and export the data you need.
Yes. The audit trail is live today and records who changed what and when across your records, so owners and managers always have a clear, accountable history.
Yes. The no-code Report Builder and unrestricted reporting are available on the Growth plan, and advanced analytics come with the Professional plan. Every plan includes ProHelper's built-in operational reports and dashboards, plus data export for deeper analysis.
ProHelper connects to QuickBooks so invoices and payments stay in sync, and you can export your data anytime to share clean numbers with your bookkeeper or accountant.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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