Features / Reports & Analytics

Know Your Numbers. Grow Your Business.

Built-in reports give you a clear picture of revenue, aging, route efficiency, technician performance, chemical costs, and more. No spreadsheets required.

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Financial Reports That Run Your Business

See exactly where your money is coming from, where it's going, and who still owes you. Every financial report updates in real time as charges, payments, and credits are recorded.

  • ✓ Income report — total revenue by period, customer, or service type
  • ✓ Charges & payments — every transaction with date, amount, method, and status
  • ✓ Credits & refunds — track every credit issued and refund processed
  • ✓ Tax collected — sales tax totals by period for easy filing
  • ✓ Aging & receivables — overdue accounts at 30, 60, 90+ days so nothing slips through
EZ Pool Biller financial reports dashboard showing revenue and aging data

Operational Intelligence

Understand how efficiently your business operates day to day. Track pools cleaned, route efficiency, and recurring revenue trends.

Pools Cleaned

Total services completed by day, week, or month across all technicians

Recurring Revenue

Monthly recurring revenue and growth trends at a glance

Route Efficiency

Average stops per day, drive time between stops, and completion rates

Customer Insights

Know who your best customers are, who's at risk of leaving, and who owes you money. Customer reports help you retain more accounts and collect faster.

  • ✓ Customer acquisition — new customers added by period and source
  • ✓ Retention & churn — track cancellations and paused accounts over time
  • ✓ Outstanding balances — see every customer's balance in one view, sorted by amount
  • ✓ Payment history — complete transaction history per customer
EZ Pool Biller customer list with balances and status indicators
EZ Pool Biller schedule view showing technician assignments and route map

Technician & Inventory Reports

Track how your team is performing and how your inventory is being used. Identify top performers, optimize staffing, and control chemical costs.

Technician Performance

Pools serviced, average time, and completion rates per tech

Payroll Summary

Hours worked, rates, and total pay by technician and period

Inventory Value

Current stock levels and total value across all products

Chemical Usage & Cost

Chemicals used per pool, per tech, and total cost over time

Filter, Drill Down, and Export

Every report supports flexible filtering so you get exactly the data you need. Export to CSV for further analysis or to share with your accountant.

1

Select Report

Choose from financial, operational, customer, or team reports

2

Apply Filters

Date range, customer, technician, service type, payment method

3

Review Results

View totals, averages, and line-item detail on screen

4

Export to CSV

Download filtered results for spreadsheets or accounting software

Reports & Analytics FAQ

← Payroll Team Management →

Stop Guessing. Start Knowing.

Reports and analytics are included with every EZ Pool Biller account.

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No credit card required. Free data transfer from your current software.