Every Monday morning at 7am local time, the shop owner gets a weekly email + the dashboard updates with the same data. Here's what's in it.
Top of the email
- Revenue last week — gross sales, with comparison to the prior week and the prior 4-week average.
- Jobs completed — count + average ticket.
- Close rate — quotes that became paid jobs.
- Customer satisfaction — average rating from post-job feedback.
Pipeline
- Quotes outstanding — unbought quotes still in the buying window.
- AR aged 30+ — invoices past due more than 30 days.
- Appointments this week — count + how full your calendar is.
Operational
- Photos captured — per tech (a leading indicator of warranty + portfolio quality).
- Reviews collected — 4-star + and what platform.
- SMS volume — inbound + outbound.
Smart Pricing flags
If the Smart Pricing engine has new recommendations (RAISE / REDUCE / HOLD) based on last week's close-rate data, they appear here with a one-tap apply link.
What's NOT in the email
We intentionally skip: - Per-customer detail (those live in the customer record) - Detailed expense categorization (your accounting tool handles that) - Real-time data (use the live activity feed for that)
Frequency
Weekly by default. HQ tier owners can also enable a monthly summary that adds margin analysis, year-over-year comparisons, and operational benchmarks vs other locations.
Tips
- Set aside 15 minutes Monday morning to read the email before opening the dashboard. The narrative summary catches things the dashboard buries.
- Forward to your manager — built-in "share" link sends a non-editable version to anyone with the URL.
- Disable if you don't read it — Settings → Notifications. Better to skip than to ignore.