How to Get Here
Left sidebar → Reporting → Booking Reports
1. Pick Your Date Range (Instant Refresh)
Top of the page → choose This Week, This Month, or click the calendar for any custom range. Every number below updates in real-time.
2. Financial Performance (Top Card)
Instant snapshot of what matters most:
Total Revenue
Total Profit
Average Job Price
Total Jobs
Click the dropdown arrows → everything breaks out by frequency (One-Time vs Recurring). Watch your recurring revenue stack up like clockwork.
3. Trend Chart (See the Big Picture)
Switch between Daily, Weekly, or Monthly view → click Trend if you want to change the view → pick Revenue, Profit, or Jobs depending on what data you want to look at.
4. Customer Metrics
Scroll down and see:
Total Customers
New vs Recurring Customers
Retention Rate
Churn Rate
Plus clean charts and a pie graph that updates the second you change date ranges.
5. Booking Analytics
Hard numbers that make you smile:
Total Bookings
One-Time vs Recurring split
Growth Rate %
Average Customer Lifetime Value
6. Provider Performance
Every provider on one screen:
Active Providers
Jobs Completed
Total Earnings (who’s crushing it)
(The Provider Scorecard deep-dive is in the next help article—stay tuned!)
That’s it. You now have every dollar, customer, and provider tracked automatically. No spreadsheets, no guesswork—just real-time truth.
Final Notes
Booking Reports are critical to running a data-driven service business. Use them weekly to stay ahead of problems, double down on what’s working, and keep your operation running smoothly.
Need Help?
If you're unsure how to interpret a specific metric or want help setting up your reporting filters, reach out to us at support@scheduledrop.com or use the in-app chat.