Every report myAnalyst builds for multi-crew operators: job value, close rate, utilization, marketing ROI, retention, Store Health, and pacing. Read straight from your POS or field-service software, refreshed in near real-time.
You don't run storefronts. You run dozens of crews, trucks, and technicians across overlapping territories. myAnalyst treats every crew or territory as a location, so one report library rolls up to the owner and drills down to a single truck. Everything reads from your existing system read-only, so dispatching and invoicing stay where they are.
Job value, close rate, utilization, and jobs per day, scored per crew and technician and refreshed in near real-time.
Billed revenue per completed job, about $612 portfolio-wide, broken out by crew, technician, service line, and territory, with year-over-year deltas and add-on share. See which techs lift ticket and which leave money on the truck.
Sold jobs as a share of estimates and dispatched calls, near a 47% close rate chain-wide, by technician, lead source, and job type. Surfaces who quotes well but rarely closes, and where unsold estimates leak demand you paid to generate.
Billable hours as a share of available hours per tech and crew, plus drive time, on-site time, and idle gaps. Pinpoints under-loaded trucks and over-booked techs so dispatch can rebalance before revenue per day slips.
Completed jobs and revenue per tech per day, averaging about $1,840, with first- and last-job timestamps, jobs-per-truck trends, and rankings. The clearest read on whether the schedule is full and crews are productive.
A real-time grid of crews and territories: revenue, jobs, average job value, close rate, and year-over-year movement. Outliers show in green and red so a manager can open the one crew that needs coaching today.
| Crew / Territory | Revenue | Jobs | Avg Job | Close | vs LY |
|---|---|---|---|---|---|
| North · Crew 12 | $11,040 | 17 | $649 | 51% | ▲ 8.2% |
| West · Crew 07 | $9,620 | 16 | $601 | 48% | ▲ 4.6% |
| Central · Crew 03 | $8,510 | 14 | $608 | 46% | ▲ 1.9% |
| South · Crew 21 | $6,720 | 12 | $560 | 42% | ▼ 5.1% |
| East · Crew 18 | $5,940 | 11 | $540 | 39% | ▼ 7.4% |
Tie booked and sold revenue back to the campaign, lead source, and neighborhood that produced it, so spend follows the jobs that close.
Revenue per channel divided by spend across search, LSAs, direct mail, yard signs, referrals, and franchisor co-op, with cost per booked job, cost per sold job, and ROI ranked best to worst. See which channels return real revenue at your $612 average job value, not just cheap leads.
Leads per source, the share that books an appointment, and the share that becomes a sold job at the 47% close rate. Exposes sources that flood the phones but never convert, and quiet referral channels that close every time.
A heatmap of where jobs come from, plotted by customer address and drive-time trade area, overlaid with revenue, close rate, and crew coverage. Find the neighborhoods worth more marketing and the territory edges where drive time eats the day.
Track every household and service agreement: who's loyal, who's due, who's slipping away, with at-risk revenue attached.
Repeat-job rate, active agreement and membership counts, renewal rate, and churn, by territory and crew. Tracks first-time vs returning revenue mix and customer lifetime value (CLV) so you see whether the base is growing or leaking.
An exportable list of households due or overdue for recurring service (tune-ups, filter changes, inspections, seasonal maintenance), each tagged with expected revenue and at-risk dollars per territory. Hand it to a crew or a campaign before the customer calls a competitor.
Recency, Frequency, and Monetary scoring sorts customers into segments (champions, loyal, at-risk, lapsed), with household count and revenue in each. Target win-back offers at high-value lapsed customers instead of blasting the whole list.
Payment method, financing, and cash movement, reconciled per crew and territory so the deposit always ties out.
Revenue split by payment method (card, cash, check, ACH, consumer financing), with financing approval rate and average financed ticket by crew. See how much of your $612 average job rides on financing and where cash handling concentrates.
Every paid-in and paid-out event, credit memo, and over/short variance by crew, technician, and day. Flags cash that doesn't reconcile against completed jobs so loss prevention catches it the same day, not at month-end close.
Every crew and territory gets a single Store Health score from five weighted pillars (Growth 25%, Goal 25%, Loyalty 20%, Standing 15%, Operations 15%) and is ranked against the rest of your operation. Pacing & Forecast then projects month-to-date revenue against budget, so you know who's ahead, on track, or behind before the month closes.
SMS & MMS Signals fire the moment a KPI crosses a threshold. No app to open, no report to pull.
Texts the territory manager when a crew falls behind budget pace or below expected jobs per day, early enough to still fill the schedule.
Celebrates a crew or tech's new single-day revenue or job-count record, with the prior peak it beat. Friendly competition that drives the board.
Flags when a territory crosses a threshold of overdue households, with at-risk dollars attached, so the due-for-service list gets worked before the revenue walks.
Search a ticket or invoice and see the full line items and payment. Try it.
A full library grouped by use case: Operations (average job value, close rate, technician utilization, jobs per day and tech revenue per day), Sales & Marketing (marketing ROI by channel, lead source and booking conversion, guest-origin service-area map), Retention (repeat-customer and membership tracking, due-for-service lists, RFM segments and at-risk revenue), Finance (means of payment and financing, paid in/out and cash reconciliation), plus cross-cutting Store Health, Pacing & Forecast, and SMS Signals. Every report reads your POS or field-service software read-only and refreshes in near real-time.
Yes. Home-services operators run many small profit centers (crews, trucks, technicians, territories) rather than fixed storefronts. myAnalyst treats each crew or territory as a location, so LiveStats, Store Health, Pacing, rankings, and Signals all roll up and drill down by crew, technician, branch, or service area. Group a region under a manager and still open a single technician's billable hours and close rate.
The Marketing ROI report ties booked and sold revenue back to the lead source and campaign that produced each job, then divides revenue by spend to show ROI per channel. Combined with the Lead Source and booking-conversion report and the guest-origin map, you can see which channels and ZIP codes generate jobs that actually close at your average job value, not just raw lead volume.
No. myAnalyst reads your existing system read-only and turns it into live cross-crew reporting, scoring, pacing, and alerts. You keep dispatching, invoicing, and scheduling where you do today; myAnalyst sits on top to give owners and managers one real-time picture across every crew and territory, refreshed in near real-time.
Every module behind these reports: LiveStats, Store Health, Pacing, Financials, Auditing, and the Report Builder.
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Multi-location dashboardsDefinitions for every metric on this page, plus the other industries myAnalyst is tuned for.
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