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Reports

Give every team a KPI-first view of revenue, work, and risk.

Fieldaira reports combine org-level KPIs, compact filters, exports, report shortcuts, dense tables, canvassing analytics, collections, pipeline, utilization, and inline AI insights.

Reports center
AI insights
Export
Revenue
Bookings
Utilization
Pipeline
Collections
Canvassing
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What is Fieldaira Reports?

Fieldaira reports give home improvement teams a KPI-first view of revenue, bookings, utilization, pipeline, collections, and canvassing performance — all from one hub. Each report combines compact filters, dense data tables, export controls, and inline AI insights so leaders can understand performance without exporting data or switching tools.

Reporting workflow

KPI strip, controls, shortcuts, data table, AI insights.

KPI-first reports hub

Reports start with the numbers leaders need, then move into filters, shortcuts, tables, and exports.

AI insights in context

Revenue, bookings, utilization, pipeline, collections, and canvassing reports can show inline summaries and recommendations.

Dense report tables

Each report keeps columns, rows, filters, export controls, and related report actions close together.

Audit and governance

Report access, export behavior, and audit views stay connected to the organization workspace.

Related industries

Flooring

Fieldaira helps flooring companies connect lead intake, in-home measurements, proposals, financing, job release, installer packets, customer updates, warranty, accounting, and reports.

Roofing and Gutters

Fieldaira helps roofing and gutter teams manage canvassing, inspections, photo evidence, estimates, approvals, installation scheduling, service follow-up, warranty, and reporting.

Siding and Exterior

Fieldaira helps siding and exterior remodeling companies manage inspections, proposals, material decisions, crew schedules, completion evidence, warranty, and reporting in one workflow.

Kitchen and Bath Remodeling

Fieldaira supports design intake, estimate review, selections, approvals, staged scheduling, customer updates, documents, payments, warranty, and reporting for kitchen and bath remodelers.

HVAC

Fieldaira connects HVAC sales, service intake, diagnostics, estimates, installation schedules, technician notes, customer communication, invoices, warranty, and performance reporting.

Plumbing

Fieldaira helps plumbing companies manage service requests, estimates, scheduling, field packets, issue photos, invoices, warranty, customer communication, and reporting.

Solar and Energy Upgrades

Fieldaira helps solar and energy teams connect site surveys, proposals, financing, approvals, installation readiness, customer communication, warranty, accounting, and reporting.

Decks, Patios, and Outdoor Living

Fieldaira helps outdoor living contractors manage design intake, estimates, material decisions, schedules, crew packets, photos, customer updates, warranty, and reports.

Related features

Most teams roll out Fieldaira surfaces in pairs — connected workflows that share the same customer, job, and KPI source of truth.

Home Improvement AI

AI insights highlight outliers and explain KPI movement in plain language.

Accounting

Revenue, collections, and cash flow KPIs from the same source of truth.

Operations

Pipeline, utilization, and exception KPIs alongside ops dashboards.

FAQ

Quick answers about reports.

What reports are available in Fieldaira?

The reports hub includes Revenue, Bookings, Utilization, Pipeline, Collections, and Canvassing — each with KPI cards, filters, data tables, and export controls.

Can I see AI insights in reports?

Yes. Revenue, bookings, utilization, and pipeline reports can show inline AI summaries and recommendations without leaving the report view.

How do filters work in reports?

Each report has compact filter controls directly above the data table so you can narrow by date, team, project type, or status without navigating away.

Can I export report data?

Yes. Every report includes export controls so you can pull the current view for external analysis, client reporting, or accounting reconciliation.

Is report access controlled by organization?

Yes. Report access, export behavior, and audit views are connected to the organization workspace so users see only the data their role allows.