Operational revenue views
Compare services, crews, territories, payment methods, and customers without exporting job data.
Performance analysis
04 / 17See what drives every dollar.
Break down revenue, expenses, and marketing performance by the operational dimensions that matter: services, crews, territories, jobs, customers, payment methods, and lead sources.
01Revenue by service, crew, and territory
02Expenses by job and operating dimension
03Customer and payment-method analysis
Built into the operation
Everything you need for this part of the books.
Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.
- 01Revenue by service, crew, and territory
- 02Expenses by job and operating dimension
- 03Customer and payment-method analysis
- 04Marketing return by lead source
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Choose the question
Start with revenue, expenses, or marketing performance.
- 2
Pick a breakdown
Compare the dimension that best explains the result.
- 3
Follow the outlier
Use ranked totals and percentages to find the strongest and weakest contributors.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Costs tied back to the work
Expense reports reveal which crew, territory, job, or service absorbed each share of spend.
Marketing with revenue context
Put spend and earned revenue beside lead sources to see which channels are actually producing work.
Free during early access