Reports & Analytics for Tree Care Companies

Data-Driven Decisions for Your Tree Care Business

Running a profitable tree care company takes more than good work in the field. You need to know which services bring in the most revenue, which crews finish jobs closest to their estimated hours, how many of your estimates get approved, and which invoices are past due. The Reports page in ArborDash has 24 reports in four groups (financial, operations, customer, and crew). They are built from the jobs, invoices, estimates, and time entries your team already records, and from QuickBooks Online when it is connected.

The financial reports show where your money comes from and where it stands. Sales by Service Type breaks invoiced revenue down by service, and Revenue by Customer ranks customers by the amount invoiced and shows what each one has paid and still owes. Payment History totals payments by method (checks and cash come from QuickBooks, so without it the report lists online payments only). The A/R Aging report groups unpaid invoices by how far past due they are. Estimate Conversion counts estimates by status and gives a win rate based on the estimates customers approved, declined, or let expire. With QuickBooks Online connected, the Revenue Summary (P&L) pulls your Profit & Loss from QuickBooks for the dates you pick, and six more reports come from QuickBooks the same way: Balance Sheet, Cash Flow, Customer Balances, Vendor Expenses, Sales by Customer, and Transaction List. Those numbers match what your accountant sees in QuickBooks. Without QuickBooks, the Revenue Summary shows your invoiced and collected totals.

Operations reports cover the work itself. Job Summary counts jobs by status for the dates you pick, with estimated and actual totals, and can be filtered by crew. Route Efficiency compares each route's planned drive and job time with the hours the crew logged that day. The Chemical Application Log lists each pesticide application with its EPA registration number, active ingredient, target pest, applicator, and property, and separate Chemical Usage and Fertilizer Usage reports total applications by product. Safety Compliance shows the share of routes with a signed hazard acknowledgment and counts the missing sign-offs.

Customer reports include a Customer List with contact details and property addresses, a Lead Pipeline report that breaks leads down by source and status with total pipeline value and contact rate, and Call Activity, which totals calls and talk time and shows who answered each call. Crew reports cover productivity per crew (jobs completed, estimated versus actual hours, efficiency, and job revenue), a Time Tracking Summary of each employee's work, travel, admin, and break hours with overtime past 40 hours a week, and a Labor Cost report that multiplies regular hours by each employee's hourly rate and overtime hours by time and a half to estimate gross pay for payroll prep. With QuickBooks Online connected, the main dashboard shows open and overdue invoices, your outstanding balance, payments collected for a period you choose, pending estimates and their value, and past-due invoices by age, next to new leads from the last 7 days and today's schedule. Reports run on a start and end date you set, with quick picks such as This Month, This Quarter, YTD, and Last Year, and the Export CSV button downloads a report's rows to open in Excel or Google Sheets or send to your accountant.

• Financial reports for revenue and receivables, plus your P&L from QuickBooks Online
• Operations reports for jobs, route times, chemical logs, and safety sign-offs
• Customer list, lead pipeline, and call activity reports
• Crew productivity, overtime, and labor cost reports
• Custom date ranges with quick picks like Last Month and YTD
• CSV export that opens in Excel or Google Sheets
• Per-job costing with labor, materials, equipment, and margin
• Dashboard tiles for invoices, collections, and pending estimates, from QuickBooks Online