ShopSynq AI includes seven built-in reports: Revenue, Profit, Parts Margin, Tax, Time & Pay, Appointments & Estimates, and Advanced Analytics. Revenue, Profit, Parts Margin, and Tax are included on every plan, including Solo. Time & Pay and Appointments & Estimates require the Shop plan or higher. Advanced Analytics requires Pro. Below is what each one actually tracks and how it's meant to be used.
Revenue
All PlansThe starting point for knowing where the money's coming from.
- Total revenue, split between invoiced and paid
- Repair order count and average RO value for the period
- Average parts cost and average parts profit per RO
This is the report to check first thing Monday morning: how much came in last week, and whether the average ticket is trending up or down.
Profit
All PlansRevenue tells you what came in. Profit tells you what you actually kept.
- Total profit: all revenue minus real parts cost and real labor cost
- Revenue broken down by type (labor, parts, sublet, misc, fee)
- Labor profit, calculated from billed labor minus clocked hours times each tech's pay rate
- A coverage percentage showing how much labor revenue actually has real cost data behind it
- Parts profit (mirrors the Parts Margin report)
The coverage percentage matters more than it sounds like it should: if techs aren't clocking time against jobs, labor cost gets understated, and this number tells you exactly how much to trust the profit figure versus how much is a rough estimate.
Parts Margin
All PlansLine-by-line visibility into what parts are actually making the shop money.
- Revenue, cost, profit, and margin percentage on every part line with a cost price entered
- Top parts ranked by profit
- A coverage indicator showing how many part lines have a cost price entered versus how many don't
Cost price is optional on a part line item, which means this report is only as complete as the data entered. The coverage indicator exists so a shop knows whether it's looking at the full picture or a partial one.
Tax
All PlansSales tax tracked automatically from every invoice, not a spreadsheet built separately at tax time.
- Tax collected, from paid invoices
- Tax owed, from draft and sent invoices not yet paid
- Total tax and taxable subtotal for the period
- Average effective tax rate
- A full invoice-by-invoice breakdown with status, subtotal, tax rate, tax amount, and total
Voided invoices are excluded entirely, so the numbers reflect real, live billing activity, not cancelled work.
Revenue, Profit, Parts Margin, and Tax all ship on the Solo plan. A one-person shop gets the same financial visibility as a five-bay operation, not a stripped-down version of it.
Time & Pay
Shop Plan and UpDetailed time tracking per technician, tied to real pay.
- General shop time versus time logged against a specific repair order
- Raw clocked minutes versus manager-adjusted minutes, with adjustment notes and who made the change
- Real dollar pay per tech, calculated from hours times each tech's pay rate
Techs see only their own entries; owners and managers see everyone's, and can adjust an entry with a note when something needs correcting.
Appointments & Estimates
Shop Plan and UpHow many bookings actually turn into paying jobs.
- Total appointments booked, converted, pending, no-show, and cancelled
- Conversion rate from appointment to repair order
- Who on the team is booking the most appointments
- A list of open estimates by age, so nothing sits forgotten
The open-estimates list is the practical part: it surfaces exactly which quotes are getting stale and need a follow-up call before the customer goes elsewhere.
Advanced Analytics
Pro PlanThe deeper, cross-cutting view for shops that want to make decisions off real trend data.
- Revenue by line-item type and by vehicle make
- Top services by revenue and top customers by spend
- A 12-month revenue trend with average ticket per month
- Technician productivity: repair orders completed and labor billed per tech
- Average cycle time from job creation to payment
- Location filtering for multi-location Pro shops
Technicians get a scoped version of this report showing only their own productivity numbers; owners and managers see everything, with an optional filter by location.
What each plan actually includes
| Report | Solo | Shop | Pro |
|---|---|---|---|
| Revenue | Yes | Yes | Yes |
| Profit | Yes | Yes | Yes |
| Parts Margin | Yes | Yes | Yes |
| Tax | Yes | Yes | Yes |
| Time & Pay | No | Yes | Yes |
| Appointments & Estimates | No | Yes | Yes |
| Advanced Analytics | No | No | Yes |
Every report is owner and manager only, with the exception of Time & Pay and Advanced Analytics, where technicians see a version scoped to just their own data. Solo Marine and Marina plans follow the same tiers as Shop and Pro respectively.
FAQ
Does ShopSynq AI track sales tax?
Yes. The Tax report shows tax collected on paid invoices, tax owed on draft and sent invoices, total tax, taxable subtotal, and a full invoice-by-invoice breakdown. It's included on every plan, including Solo.
What reports come with the Solo plan?
Solo includes Revenue, Profit, Parts Margin, and Tax reports. Time & Pay and Appointments & Estimates require the Shop plan or higher, and Advanced Analytics requires Pro.
Do I need the Pro plan for advanced analytics?
Yes. Advanced Analytics (revenue by service and vehicle make, top customers, monthly trends, tech productivity, and multi-location filtering) is a Pro-tier feature.
Can technicians see reports in ShopSynq AI?
Technicians see their own data in Advanced Analytics (their own productivity numbers only) and Time & Pay (their own clocked hours). The financial reports, Revenue, Profit, Parts Margin, and Tax, are owner and manager only.
How does ShopSynq calculate profit?
The Profit report subtracts real costs from real revenue: parts cost (from cost price entered on part line items) and labor cost (clocked hours multiplied by each technician's pay rate). It also shows a coverage percentage for how much labor revenue has real cost data behind it.