REPORTING TOOLS
Stay ahead with real-time insights
See what’s working, track business profit and productivity, and turn insights into action.
Home >> Features >> Enhanced Reporting
Tell us your trade to see how Vortex Local can help
Know your numbers, grow your business
PROFESSIONAL REPORTING
The right data for every decision
Business Insights That Drive Growth
Stay on top of your numbers with real-time insights that help you make confident, data-backed decisions.
- Set clear goals for revenue, job volume, or let our platform recommend targets based on trends.
- Visual dashboards make it easy to track your performance at a glance.
- Identify growth opportunities, spot slowdowns, and adjust your strategy anytime.
Job Reports to Optimize Operations
Measure the success of every job and uncover ways to boost efficiency and profits.
- Filter job data by status, customer, or lead source to analyze patterns.
- Break down performance by service type, technician, or customer feedback.
- Monitor trends in cancellations, reschedules, and job outcomes to improve your workflow.
Invoice Reporting to Keep Cash Flow in Check
Stay on top of your receivables with simple, powerful tools that keep you organized and paid on time.
- View open, paid, and overdue invoices in one easy-to-navigate report.
- Automated Invoicing: The platform automatically generates and sends invoices based on set rules or triggers.
- Sort invoices by date, client, or status—and generate custom reports for deeper insights.
AI-Powered Insights
Ask, analyze, and act faster with Vortex Local’s AI reporting assistant.
- Instantly generate detailed reports on revenue, technician output, and job performance.
- Ask plain-language questions like “How much did I earn last week?” and get answers in seconds.
- Make faster decisions with on-demand business summaries tailored to your metrics.
Trusted by 200K+ Local Pros.
Built for teams of 1 to 100+
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pro jobs completed
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avg. pro revenue growth
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avg. hours saved per week
“In one year with Vortex Local, we’ve gotten a couple hundred reviews.”
KEVIN B. ┃ 123 HEAT AND AIR, INC
Additional features
Dispatching
Stay ready for anything with fast, flexible dispatching. Assign and sync your team and track jobs in real time.
Price Book
Pressure washing price book software helps you maximize profits with precise flat-rate pricing and transparent quotes.
Payments
Get paid faster and easier with full payment functionality built into every part of the platform.
Reporting
Customizable reports help you track goals, uncover insights, and turn data into actionable strategies for growth.
See how Vortex Local works for you.
Start a 14-day free trial.
Frequently asked questions
Can I customize reports?
Absolutely! Every report can be customized to fit your unique business needs and goals seamlessly.
What types of reports are available?
You can generate customized reports for various areas of your business, including tech performance, administrative tasks, automotive, jobs, estimates, leads, service plans, invoices, and payments.
Can I create a reporting dashboard?
Of course! Use a reporting dashboard to keep track of all reports in one area.
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