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.

What's included
  • 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
Greater Roofing SolutionsClient result
A live dashboard across two locations answers the questions the owner used to spend hours calculating — every job, dollar, and rep, any time he wants to look.

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.

Book a call  All services