Platform
Service recordsThe permanent, photo-documented logbookScheduling & bookingLive availability, contactless bookingEstimates & billingOne-tap approvals, honest invoicesCustomers & vehiclesEvery car's story, shareableReportsMoney in, money owed, at a glanceShopbook Intelligence
AI in the fabric of the platform — drafting estimates, answering questions, watching the money. Included in every plan.
Learn more ›
Reports
32 reports. One ledger.
No exports, no spreadsheet ritual. Every report computes live from the same records, invoices, payments, and time clocks the rest of the shop runs on. Technician performance, effective labor rate, gross margin, bay utilization, estimate accuracy — and a family that exists only to find the revenue you are losing.
Revenue against the prior period, receivables by age, the pipeline by stage, and revenue leakage — live.
Revenue leakage
The reports that find the money.
Shopbook sees the record, the ledger, and the clock together — so it can put a dollar figure on unbilled labor, overdue balances, declined work that went quiet, below-rate billing, and the work customers asked for and nobody followed up — ranked by amount, with each item one click from the record.
- Second-chance leads — Requests never booked, estimates gone quiet, and declined work. What it is worth, and how long it has sat.
- Unbilled labor — Jobs where the shop worked more hours than the invoice billed. What the gap is worth at that job's own rate.
- Overdue balances (60+ days) — Balances more than 60 days past due, with the amount still owed on each.
- Declined work — Lines the customer declined more than two weeks ago, valued at the price quoted. The largest recovery pool a shop has.
- Below-rate billing — Jobs billed well under the shop's own effective labor rate, and what the discount cost.
- Revenue leakage — Unbilled labor, overdue balances, declined work, and below-rate billing, ranked by amount.
One source of truth
Because invoices are immutable and payments are recorded against them, reports aren't a parallel bookkeeping system that drifts from reality. They're a live read of the same ledger your invoices came from. When the report and the record can't disagree, month-end stops being archaeology — and a leak shows up the day it opens, not the quarter it's noticed.
The catalog
Every report, on the day you sign up.
Each one opens to a table you can sort, a chart against the prior period or last year, and a link from every figure back to the invoice or order behind it. Ask the assistant for any of them in plain language and it answers with the report — and the records it cites.
Money
Margin, receivables, refunds, tips, payroll hours.
Gross margin
Billed dollars minus what the work cost, read from the invoice's own snapshot.
Tips
Tips collected. Never settlement money.
Payroll hours
Clocked time per member, ready for payroll.
Refunds
Money returned, day by day.
Receivables aging
Outstanding invoices by age. Who to call first.
Sales
What was billed, by what, by whom, at what rate.
Sales over time
Dollars collected, day by day.
Sales by service
Billed line items, grouped and ranked.
Payments by method
Card, cash, and everything else.
Taxes collected
Sales tax on invoices issued. What you owe the state.
Sales by salesperson
Attributed billed dollars. The commission base.
Revenue by technician
Attributed billed dollars, by the order's assigned technician.
Effective labor rate
Billed labor dollars ÷ billed hours. The number you actually manage to.
Labor vs parts
Where the billed dollars come from.
Orders
The pipeline, the average ticket, and how accurate the estimates were.
Orders over time
Service orders opened, day by day.
Pipeline snapshot
Every active order by stage, right now.
Average invoice
What the average ticket runs, week by week.
Estimate accuracy
Estimated vs billed labor hours by job. The drift the estimate drafts learn from.
Customers
Who comes back, who spends, and who you never got to.
New vs returning
New customers versus repeat customers, among opened orders.
Top customers
Top ten by dollars collected.
Company accounts
Billed dollars by fleet & dealership account.
Operations
Bays, lifts, technicians, and what the intelligence did.
Shop flow
How long you keep cars vs. how long you work on them.
Technician performance
Jobs, billed dollars, and billed vs clocked hours per tech.
Bay utilization
Booked hours against open hours, per bay.
Hours by bay & lift
Clocked time on each bay and lift, attributed through the booked appointment.
Intelligence activity
Every AI action, the features doing the work, the agent's outcomes, and the metered cost.
Capture coverage
How much of what this shop has recorded carries its key: labor lines, clocked time, vehicles, and the shop's own region.
32 reports
included on every plan, no add-on module
0 exports
reports read the live ledger directly
6 leak reports
with a dollar figure on each one
1 sentence
to get any of them from the assistant