Missed-call log
Last 30 days of inbound calls that went unanswered or to voicemail. The agent surfaces which leads went cold and what your callback recovery rate should be.
Best for
HVAC, plumbing, and home-services contractors with after-hours volume.
Unbooked-job report
Last 60 days of jobs quoted but not booked. The agent identifies the patterns in why deals stall — pricing, follow-up timing, lead source mix.
Best for
Solar, electrification, and panel-upgrade contractors with longer sales cycles.
AR aging report
Current accounts receivable broken out by age bucket. The agent flags customers at risk + likely cash recovery if you act this week.
Best for
Multi-location contractors where collections vary widely between shops.