Product/Dashboard & Reports

Your business at a glance. Every morning.

Stop digging through spreadsheets. JobVivi's live dashboard gives you 13 analytics widgets, real-time job status, revenue trends, and smart alerts — all before your first coffee.

Revenue (MTD)
$18,430
↑ 12% vs last month
Active Jobs
23
↑ 3 new today
Outstanding
$4,890
↑ Needs attention
New Customers
8
↑ This month
Revenue Trend — Last 6 Months
Invoice INV-1041 paid — $6402m ago
Job #204 completed by Crew A18m ago
Estimate EST-0251 viewed1h ago
KPI Overview

Every number that matters. One screen.

Revenue MTD, outstanding invoices, active jobs, new customers — tracked automatically. No manual entry, no spreadsheets, no morning anxiety.

  • Revenue trends vs. prior period
  • Job pipeline by status (estimates → jobs → invoices)
  • Outstanding balance with overdue flags
Job Pipeline
12
Estimates
8
Scheduled
5
In Progress
31
Complete
Crew Performance
Crew Alpha14 jobs · $8,240
Crew Beta11 jobs · $6,100
Crew Gamma6 jobs · $3,090
Scheduled Reports · Pro

The numbers, delivered to your inbox.

JobVivi builds a PDF business report on the schedule you set — weekly, every two weeks, monthly, or quarterly — and emails it to you, a partner, or your accountant.

  • Executive summary, revenue, pipeline, operations, customers, and receivables
  • Breakdowns by service, customer tag, crew, or employee
  • Every past report kept and ready to download
Monthly Business Report
1st of the month · 8:00 AM · 2 recipients
PDF
September 2026
Executive summaryp. 1
Revenuep. 2
Pipelinep. 3
Operationsp. 4
Customersp. 5
Receivablesp. 6
Broken down by
ServiceCustomer tagCrewEmployee
How it works

From chaos to clarity, automatically.

  1. 1

    Connect your data

    Your jobs, estimates, invoices, and customer activity feed the dashboard in real time — nothing to configure.

  2. 2

    See the full picture

    Open your morning dashboard to see revenue, pipeline, outstanding invoices, and smart alerts at a glance.

  3. 3

    Act on insights

    Smart alerts surface stale estimates, overdue invoices, and team performance gaps before they become problems.

  4. 4

    Track growth over time

    Monthly revenue charts and trend lines show where your business is heading — no accountant required.

What’s included

Analytics built for field service.

01

KPI Cards

Revenue, active jobs, outstanding balance, and new customers — updated in real time.

02

Job Pipeline Strip

See counts for every job status stage from estimates to completion at a glance.

03

Job Status Donut

Visual breakdown of all job statuses. Spot bottlenecks before they slow your crew down.

04

Revenue Trend Chart

Month-over-month revenue with the prior period overlay. Know if you're growing.

05

Smart Alert Banner

Automated alerts for stale estimates, overdue invoices, and inactive customers.

06

Active Crew Map

See where every crew is right now. Live job locations on an interactive map.

07

Team Performance

Per-crew job counts, revenue, and efficiency metrics — know your best performers.

08

Dashboard Calendar

Today's scheduled jobs at a glance. Tap any job to view full details.

Powered by your data

Everything connected. Nothing manual.

Jobs & SchedulingEstimatesInvoicingCustomer CRMTeam & CrewsGoogle Maps

Stop guessing. Start knowing.

The dashboard comes with every plan. Scheduled business reports are included on Pro.

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