SHT R-01 · Reporting
Your numbers, without the spreadsheet nights
Your CRM already holds the answers. We pipe them into live dashboards and owner-ready reports that update themselves.
Every job, payment, and rep stat your business produces is already sitting in your CRM — the problem is getting it out. Knoxline builds automated pipelines from systems like JobNimbus and Housecall Pro into live dashboards: this month's contracted jobs, cash collected, performance by location, rep leaderboards, cost per acquisition, twelve-month trends.
The dashboard updates itself on a schedule — no exports, no copy-paste, no waiting on anyone. For the numbers you want pushed to you, we add automated PDF snapshots delivered weekly or monthly, written in plain English so you can read them between jobs. For companies that also need payroll, review requests, or recurring office workflows handled from the same CRM data, our business automation systems build on the same foundation.
- CRM-to-dashboard pipelines (JobNimbus, Housecall Pro & more)
- Live company & location-level dashboards
- Rep and crew performance tracking
- Cost-per-job & CAC reporting
- Automated weekly / monthly PDF snapshots
The gap
Your CRM has the data. Getting answers is the hard part.
Every job, payment and rep stat is already in your CRM. But when the owner wants a straight answer, it usually means an export, a spreadsheet and an evening.
- Built-in reports only go so far. They show the pipeline, but not cost per acquisition, rep profitability or year-over-year trends.
- Spreadsheet nights. Monthly numbers get rebuilt by hand, so they're late and nobody fully trusts them.
- No single view. Locations, crews and service lines each live in their own report.
- Nobody looks until it's a problem. If the numbers aren't pushed to the owner, they don't get checked.
A live dashboard fixes that once, and keeps it fixed.
The build
What a reporting build includes
Automatic data sync
Jobs, payments, leads and reps pulled from JobNimbus, Housecall Pro or your other systems on a schedule, with no exports.
Live dashboards
Contracted jobs, cash collected, cost per acquisition, rep leaderboards and twelve-month trends, by location and company-wide.
Lead analytics
Leads by day, week, month and year, going back as far as your data does, so seasonality and growth are visible.
Owner PDF reports
Weekly or monthly snapshots in plain English, delivered to your inbox automatically.
The process
How a reporting build works
30-minute call
You tell us the questions you wish you could answer in ten seconds.
Connect your systems
Your CRM data syncs automatically into your own Google Workspace.
Build & check
Dashboards and reports are built, then checked against numbers you already trust.
Keep it accurate
As your business changes, the reports change with it. On a retainer, we monitor the sync.
See the system behind one dashboard: how we automated a two-location roofer’s payroll and reporting from JobNimbus.
Common questions
Automated reporting FAQ
Which CRMs do you work with?
JobNimbus and Housecall Pro most often, plus Wodify, Shopify and other platforms with an API.
Do we need special software to view the dashboard?
No. Dashboards live in Google Workspace, so you open them in a browser or on your phone.
How often does the data update?
On a schedule that fits your business, typically nightly. No one has to trigger it.
Who owns the data and dashboards?
You do. Everything lives in your own Google account.
What does it cost?
A dashboard is usually a fixed-quote project. Keeping it monitored and updated can be part of a monthly retainer.
Start here
Sound like your operation?
A 30-minute call, no pitch deck. We'll tell you honestly whether it's a project, a retainer, or something you can fix yourself.