Reports
Route Companion works out twenty-four reports about your business, plus a scorecard of the numbers that matter most. This guide shows where they live, exactly what each one needs you to bring in from Time To Pet or payroll, and how to read each report: what question it answers, what it is built from, what the top lines mean, and what can make it look empty or odd. Nothing here changes anything in Time To Pet.
Where the reports live a 3 minute tour
On the route page, tap More in the bottom bar.
The More sheet opens with a list of screens.
Tap Reports & Metrics.
This is the one screen for everything about numbers. Top to bottom: a link to the full reports, Your scorecard, the Bring in revenue box, and the Bring in hours actually worked box.
If it says something else
“Couldn’t load the numbers just now”: close the screen with ← Back and open it again. “No Revenue Log yet. Import revenue data first to see any of this.”: your workbook is missing a tab; run Route Planner › Set up › Repair My Tabs in the spreadsheet once.
Read Your scorecard.
Each tile is one number with a short note under it saying what it covers. A tile with a clay top edge is one worth a look (clients gone quiet, capacity gaps, requests turned away). A number you have not brought the data in for says “Not brought in yet” or “builds as you plan”, never a made-up $0. Every tile is explained in Your scorecard, tile by tile.
Tap Choose what shows to pin or hide numbers.
Each tile gets a star and a Hide button (while choosing, the “stands on” line becomes tiles too, so those can be hidden). The star pins that number to the top of the scorecard (up to six), under a new section called Your numbers. Hide takes a number off the scorecard; nothing is deleted, and Show brings it back.
More
Your choice is saved in the workbook, so your laptop shows the same scorecard as your phone. When numbers are hidden, a line at the bottom says how many, for example “2 hidden · choose what shows”; tap it to see them again. A seventh pin is refused with “Up to six numbers can be pinned. Unpin one first.”
Tap 📊 Open the full reports ↗ at the top of the screen.
The reports open in a new tab. The route page stays where it was (“Opens in a new tab. This page stays put.”).
If the link is not there
If the top of the screen says “The full reports are not set up yet. The scorecard below is up to date.”, the page does not know its own reports address yet. The scorecard still works. See If something looks off.
Tap Make every report now.
Every report is made with its usual period (listed on the right of each report’s heading in this guide), from today’s data. It takes about a minute; the button says “Making your reports… about a minute” while it works. Leave the tab open.
If it says more than that
“3 more still to make: tap Make every report now again and it carries on from there.”: a big workbook ran out of time. Tap the button again; reports made in the last 15 minutes are skipped, so it picks up where it stopped. “2 need data this workbook does not have yet: open one and tap Make it now to see what.”: open each grayed card and tap Make it now; the page then says exactly what is missing (for example, no pay rates, or no revenue yet). What Should I Change? is always made last, because it reads the others.
Tap one report card to read it.
Every report opens with the same box, In plain words: Measures (what it counts), From (where the numbers come from) and Use it to (what to do with it). Under that: “As last made.” with a Make it again from today’s data link, then the report itself.
A card that says “Not made yet”
Tap it. The page says “Not made yet. Tap below and it is made now, with its usual period, from today’s data.” and shows a green Make it now button. If the report needs data you have not brought in, the page says so in a box headed Could not make it: or in the report’s own words.
For a different period, use the spreadsheet on a computer.
The phone always uses each report’s usual period. To choose your own, open the spreadsheet and use the Route Planner menu: The exact path for each report is under “Find it” in its section below.
More
When it finishes, a summary card opens over the sheet (headline numbers, a chart and a plain verdict), and the full report is written to its own tab. The phone shows that same tab next time you open the report, with “As last made.” above it. One date on its own, like 2026-06-01, means “from then until today”.
In the spreadsheet, the Reports Index tab lists them all.
It is the first tab. Each report that has been made is a blue link to its tab; the rest say “(not generated yet)”. “Click a report below. Anything marked “not generated yet” just needs its menu item run once.” The Reports page on the phone has the same list: Open these in the spreadsheet → at the bottom takes you to it.
What each report needs read once
Most reports fill in by themselves from the days you plan. Three things come from you, by copy and paste. This table says which report reads what.
| What | Where it comes from | Reports that read it |
|---|---|---|
| Revenue (Revenue Log) | You paste Time To Pet’s Visits Report: Bring in revenue. 12 months the first time, then monthly. | Every money report, Your Year, Am I Growing?, How Long Clients Stay, Lifetime Spend, Spend by Period, Busy and Quiet Seasons, the dollar figures in Do I Need to Hire? and Who Is Irreplaceable?, most scorecard tiles |
| Hours actually worked (True Hours Log) | You paste a payroll export: Bring in hours actually worked. Optional. | Staff Utilisation, Client Spend (hours columns). Without it they use planned hours. |
| Requests turned away (Client Requests Log) | Comes with the update that reads request emails. A copy and paste works meanwhile: Requests you turned away. | Do I Need to Hire? (its last section), the Requests turned away tile |
| Routed history (Visit Log, Unassigned Log, Pushed Visits Log, Key Runs Log) | Written by itself every time a day is planned. | Drive Time, Staff Utilisation, What the Work Costs, Which Clients Make Money, How Often Clients Book, Clients Gone Quiet, Do I Need to Hire?, What This Has Saved You, Getting Out Of The Field, What Do Key Runs Cost? |
| Who was out (Daily Overrides) | Written when you mark somebody out or in (the sitter chips under the date), or paste time off on Shifts. | Call-Out Coverage, Who Needs a Key?, Staff Utilisation |
| Nightly backup | Dropbox, connected once in More › Set up › The nightly backup (Dropbox). | Same-Day Changes; the Client Added Date that How Long Clients Stay needs |
| Pay rates | You type them on the spreadsheet’s Staff tab: PayRate, PayModel, MileageRate. | What the Work Costs, Which Clients Make Money, What Training Costs, What Should I Change?, the money lines in What This Has Saved You and Getting Out Of The Field |
Bring in revenue 10 minutes the first time
This is the report that fills most of the reports. It comes from one Time To Pet report: the Visits Report, one line per visit, with the client and what that visit was billed. It is not one of Time To Pet’s Revenue reports; those total money by period without naming the client, so nothing could be traced to a client.
In Time To Pet, open Reporting › Schedule › Visits Report.
On a laptop is easiest: the report is wide.
Set the dates to the last 12 months.
The first time, 12 months ending today. Leave every filter off: the whole team, every service. A report filtered to one sitter or one service is refused, so it can never wipe everyone else’s visits.
Why 12 months
A year of history lets the money, client and season reports work on day one, with no waiting for months to pass. Two years is better still: Your Year and Am I Growing? compare against the same stretch a year earlier, so with only one year they have nothing to compare to. Bring the second year in with a second paste (step 8).
Click Generate, then Download.
Time To Pet saves the report as a CSV file. Leave it as it is; there is no need to open it.
Or copy and paste instead
Select the whole report on screen (Ctrl+A, or Cmd+A on a Mac), copy, and paste it into the box in step 5. Copying the screen only gets the page you are looking at, so for a long report the file is easier.
On the route page, open More › Reports & Metrics and scroll to Bring in revenue.
It is under the scorecard. The note above the box repeats where the report lives in Time To Pet.
Tap 📄 Choose the CSV file and pick the file you downloaded.
It is brought in straight away; the button says “Importing…” while it works. A year of visits takes a little while. If you copied the report instead, paste it into the box under the button and tap Import revenue.
Read the green line.
The other things it can say
“N already in, left as they were.”: you pasted days you had brought in before. Nothing is doubled.
“N line(s) already brought in for (dates) are no longer in the report as they were (changed or cancelled since), so they were replaced.”: the paste is the latest word for every day it covers, so a visit cancelled or repriced since last time is corrected.
“N row(s) couldn’t be read (missing client, date, or a valid amount) and were skipped, not guessed at.”: if your dates look like 08/03/2026, set Time To Pet’s date format to YYYY-MM-DD or one with the month spelled out, and export again. A date like that could be August or March, so it is refused rather than guessed.
“Nothing was changed. This report has N visit line(s) for (dates), but N are already brought in for those dates. Is it filtered to one sitter or one service?”: open the report again with no filter and paste that.
“Nothing was imported. N of the M dates in this paste read as long ago or years ahead (like 2001)”: the columns slipped on the way. Open the export in Google Sheets or Excel, select everything, copy, and paste that instead.
“Found Date and Amount, but no Client column at all in this export.”: that was a Revenue report. Use Reporting › Schedule › Visits Report.
Check how much history is in.
Scroll up to the line under the scorecard tiles that starts “Stands on”.
Optional: repeat steps 1 to 6 for the 12 months before that.
Each paste adds to the last. Overlapping a few days is fine.
After that, bring in last month once a month.
Same steps, with the dates set to the last month (or from the date the scorecard says revenue is in through, up to today). See Once a month.
The same thing from the spreadsheet
Paste the Visits Report into the Revenue Import (raw) tab, then Route Planner › Bring in data › Revenue… It runs the same import and says the same things. Afterwards it is safe to clear the Revenue Import (raw) tab.
Bring in hours actually worked 5 minutes, optional
Without this, Staff Utilisation and the hours columns in Client Spend use planned hours (visit lengths and shifts). With it, they use what people really clocked. It comes from your payroll or time-clock, not from Time To Pet.
Export hours from your payroll: one row per person per pay period.
It needs four columns with headings: the person’s name, the period’s start date, its end date, and total hours. Headings like Staff, Period Start, Period End, Hours are recognized, and so are common variations (Employee, Start Date, End Date, Hours Worked).
Staff Period Start Period End Hours Maria 2026-09-01 2026-09-15 62.5 Jo 2026-09-01 2026-09-15 48
A fifth column for why
If your export has a column saying what the hours were for (headed Reason, Category, Type, Activity, Notes, Description or Shift type), add it. Admin, office, training, shadowing, meetings, driving, marketing and meet and greets are then reported separately and never counted as idle time. Time off (PTO, vacation, sick, leave) is counted nowhere. Several rows for the same person, period and reason are added together.
Copy it, header row and all.
Use dates like 2026-09-01 or Sep 1, 2026. A date like 09/01/2026 is skipped, for the same reason as in revenue.
On the route page: More › Reports & Metrics, scroll to Bring in hours actually worked, and paste into the box that says “Staff, Period Start, Period End, Hours…”.
Tap Import hours.
Sending a period again
A person’s period that comes in again replaces what was there for it, so a corrected payroll run never doubles anyone’s hours. You will see “N already there with different hours: updated.” or “N already in, left as they were.” Names must be spelled as they are on the Staff tab.
Repeat after each payroll run, or once a month.
The same thing from the spreadsheet
Paste into the True Hours Import (raw) tab, then Route Planner › Bring in data › Hours Actually Worked…
Requests you turned away read this
Meanwhile, you can count requests by hand from a computer:
In Time To Pet, open your requests list and copy it, header row and all.
It needs four columns: Client, Service, Status and Received At. Only rows marked Approved or Rejected are counted.
In the spreadsheet, paste it into the Client Requests Import (raw) tab, starting in the top left cell.
Run Route Planner › Bring in data › Client Requests…
Make Do I Need to Hire? again.
Its last section now lists, per service, how many requests were turned away out of how many came in (for example “Overnight. 3 of 11 requests turned away (27%)”), and the Requests turned away tile appears on the scorecard.
What the paste cannot say
The requests list does not say why a request was turned away. The hiring report counts only requests turned away because no sitter was available as hiring evidence, so with a pasted list those rejections show as “Turned away with no reason recorded”, and the Requests turned away tile reads 0. The per-service counts are still worth reading: a service you turn away a third of the time is a service you are short on.
See your history, today first week
Look for the box called See your history, today at the bottom of the scorecard.
It shows while your revenue history covers less than 90 days. It is the reminder to do the 12-month paste in Bring in revenue, then the 12 months before that.
Know which numbers fill in from history, and which build as you plan.
From the 12-month paste, on day one: every money and client tile except Gone quiet, plus Lifetime Spend, Spend by Period, How Long Clients Stay and Busy and Quiet Seasons. From the days you plan, growing every morning: Gone quiet, and the routed-history reports (Staff Utilisation, Drive Time, Do I Need to Hire? and the rest in the Visit Log row of the table above). The box disappears once there are 90 days of revenue.
How fresh each one is, and the monthly reminder
A report is only as current as the last paste it reads. Four places tell you.
The money tiles on the scorecard.
When revenue stops before this month, This month so far says “Not brought in yet” with “Revenue is in through Sep 28. Paste it under Bring in revenue, below.” Last month says “Sep 1 to 28 only: revenue is in through Sep 28” when it is only partly in.
What these numbers stand on, at the bottom of the scorecard.
Revenue history gives the first and last billed day. Routed history gives how many days you have planned (“grows every day you plan”). Archived appears if old log rows were archived: those rows are in your email, not in these numbers.
The bell.
When revenue has not been brought in for 35 days, the bell says “Revenue hasn’t been re-imported in 35 days.” and points to Time To Pet’s Visits Report.
One email, the morning a paste turns a month old.
The morning run checks revenue, hours and client requests. The first morning one of them was last brought in more than 31 days ago, you get one email (and a post in your chat channel, if you connected one in Set up) titled, for example, “Route Companion: Revenue (visits report) is a month old”, saying what to paste and where. It says it once, not every morning, and only for something you have brought in at least once.
Once a month about 10 minutes
Bring in last month’s revenue.
Time To Pet: Reporting › Schedule › Visits Report, dates from the first of last month (or the “in through” date on the scorecard) to today, copy. Route page: More › Reports & Metrics › Bring in revenue, paste, Import revenue.
Bring in hours for the pay periods since last time, if you use it.
More › Reports & Metrics › Bring in hours actually worked, paste, Import hours.
Tap Open the full reports, then Make every report now.
Read What Should I Change? first.
It is the other reports ranked by what they are worth. Act on the top one or two; open the report it names under “Where to look” for the detail.
Your scorecard, tile by tile
The scorecard is worked out fresh each time you open More › Reports & Metrics. It has no period to choose: each tile says what it covers.
Money
Clients
Team and driving
The four report cards
Under the scorecard, four cards for the reports most owners open first. Each says its headline from the same numbers as the tiles (how many clients have gone quiet; the busiest and quietest month; recurring gaps and requests turned away), and tapping it opens that report in a new tab. Which Clients Make Money says what it measures; its figures are in the report itself. If the reports page is not set up yet the cards have no arrow and do not open.
What these numbers stand on
What This Has Saved You usual period: lifetime
Has Route Companion paid for itself yet?
The driving: measured, not estimated. A small table: rows Driving and Miles, columns In booked order, As planned, Difference (“saved 14.2” hours, for example).
The planning. Days planned times minutes per day, as hours not spent scheduling.
In money. Rows Driving saved, Mileage saved and Your planning time, with Hours, At (the rate used) and Worth. Then the total: “Total so far: $X against …”, and either “It has paid for itself, somewhere around day N of using it” or what is left to go.
Empty or odd?
“Not enough mapped history to measure yet.”: it needs planned days where at least three visits have map pins. Put everyone on the map (More › Set up › Put everyone on the map) and plan a week or two.
Made from the phone, it assumes 30 minutes to plan a day and a price of $599, and says so (“an assumed time to plan a day by hand”, “an assumed price”). Make it once from the spreadsheet and it asks you for both, and what an hour of your own time is worth; it remembers your answers.
“The planner drove MORE than booked order over this period.”: it says so rather than hiding it. Usually that means pinned visits or tight time windows forced a longer day.
“no pay rates set” in the money table: add PayRate on the Staff tab.
Getting Out Of The Field phone: last 90 days
What would it take for me (or a manager) to stop doing visits?
Four numbers across the top: hours “of visits and driving over N day(s)”, hours “a week to replace”, “visits to rehome”, and “skills nobody else covers”.
A bar chart, When their visits actually fall: their visits per time of day beside everyone else’s.
Then verdicts: “Somebody has to be trained first” (a skill only they cover), “The gap is a shape, not a number” (they carry most of one time of day, so a replacement must be free then), or “The hours spread reasonably evenly”. Last, what covering those hours costs, for example “About $1,450 a month to cover”.
Empty or odd?
“Nobody is marked as wanting out of the field.”: put TRUE in the FieldExit column on the Staff tab next to that person, then open it again.
“No visits in the last 90 day(s) for anyone marked as leaving the field.”: they have already stopped, or you have not planned enough days yet.
Skills shows n/a when the Visit Log carries no skill for the visits; check skills on the Staff and Clients tabs.
“No pay rates to cost this with”: add PayRate on the Staff tab.
What Should I Change? usual period: last 12 months
Of everything the reports found, what is worth acting on first?
Up to five numbered findings, biggest money first. Each has a bold title with a dollar figure, a few lines of detail, and “Where to look:” naming the report with the full picture. The kinds of finding:
“N client(s) cost more to serve than they paid” (Which Clients Make Money); “Ada Pell: charge about $X instead of $Y”, a price out of line with a similar service for the same animal (Client Spend); “N visit(s) could not be placed for lack of a sitter” (Do I Need to Hire?); “N regular clients have gone quiet: call … first”, or “stopped booking months ago” (Clients Gone Quiet); “N client(s) only one sitter can take” (Who Is Irreplaceable?).
Empty or odd?
“Nothing worth changing turned up for this period.”: it says what that can mean. The business is in good shape; or the period is too short to show a pattern (try a quarter or a year); or the pay rates and revenue it needs are not in yet.
A figure smaller than the detail suggests: clients who stopped over 60 days ago are ranked at a quarter of what they used to spend, and clients only one sitter can take at a quarter of their revenue, because those are risks, not money already lost. The detail line says so.
“No pay rates are set on the Staff tab”: anything that depends on what your time costs is missing from the list.
Your Year usual period: last calendar year
What did I build this year?
The money: what you billed across how many visits, against the year before, and your best month. The work: visits, hours and miles from your first day planned with Route Companion, your busiest day, and visits per sitter. The clients: how many booked, how many have not been back, your longest client, and a table of your ten biggest (Client, Billed, Visits). What you sold: Service, Billed, Visits, Average. Worth sitting with: what each hour of your team’s time earned on the days you planned.
Empty or odd?
From the phone it is always last calendar year. If your revenue paste starts this year, it says “No billed visits in 2025”. Make it from the spreadsheet and type “last 12”, or paste the earlier year (step 8).
“There is no full year before this one to compare against yet.”: the comparison needs the year before in your revenue history.
The work section only counts days planned with Route Companion, so in your first year it covers less than the money section. It says from which day.
Am I Growing? usual period: this quarter
Is the business actually growing, compared fairly?
A table with columns A year ago, the period, Change, % and up or down. Rows: Billed, Visits, Clients who booked, and Per hour worked (on planned days).
Under it, one bold sentence reading the rows together, for example “Money is up but you are serving fewer clients. That is a price rise or a richer mix, not growth in the usual sense.” Then what an hour of your team’s time returned now and a year ago.
Empty or odd?
“There is nothing from (dates) to compare against.”: your history does not go back a year. Paste the earlier 12 months.
“Nothing is billed yet for (period). Your revenue is in through (date).”: bring in recent revenue first.
Early in a quarter, “This quarter” is only a few days, against the same few days a year ago. Pick Last quarter or Last 12 months from the spreadsheet for a steadier picture.
Lifetime is refused: “Pick a period with a start and an end.”
Per hour worked only appears when both periods have planned days.
What the Work Costs usual period: last 90 days
What do I pay for visit time and drive time, and is it covered by what those visits earned?
The headline: rows Time with animals, Time driving and Total wage bill (Total pay, if nobody is hourly), each with Hours and Cost. Then one sentence on what driving cost you and its share.
Against revenue: Revenue, Wages, “Left over, before everything else”, and Wages as a share of revenue. Around 50 to 60% is usually considered healthy.
By service. Is anything running at a loss?: Service, Visits, Wages, Revenue, Left over, Margin. Then the thinnest clients (“Worth a look, not a cull”) and By staff member: Staff, How paid, Hours, Cost, Of which driving, Share driving.
Empty or odd?
“No pay rates found.”: add PayRate on the Staff tab (column T) for each person.
“No visits in (period) could be costed.”: nothing planned in that period yet, or the sitters on those visits have no PayRate.
“No PayRate set for: Jo, Sam.”: their visits, and what those clients paid on those days, are left out.
“Every figure below covers (dates)”: only days with both planned routes and billing are compared, so wages and revenue describe the same days. Revenue not brought in for recent days shortens the period.
“Revenue not imported, so this can only show cost.”: bring in revenue.
“Miles for N of M visit(s) were ESTIMATED”: those legs had no road distance from Google Maps.
Which Clients Make Money usual period: last 12 months
After sitter time and driving, which clients pay their way and which cost me money?
A summary: “Across N client(s): $X in, $Y out in sitter time and driving”.
N client(s) cost more to serve than they paid: Client, Paid, Cost to serve, Difference, Visits, Driving share of their time. Then which of three reasons it is: too far (high driving share), too cheap, or too short for the trip.
Every client, least money kept first (the 40 with the least, on a big list): Client, Paid, Cost, Kept, Margin %, Per hour, Visits, Drive share.
Empty or odd?
“This needs billed visits.”: bring in revenue. “This needs routed days as well as money.”: plan for a week or two. “No pay rates are set on the Staff tab”: add PayRate.
“Revenue and planned visits do not overlap in this period”: your revenue stops before the days you started planning. Bring in recent revenue.
“cost unknown”: every visit for that client was done by someone with no PayRate. “no billing found”: visits but no billed line for those days. Check the name matches Time To Pet billing; if it does, those visits were not charged.
Client Spend usual period: last 30 days
What does each client spend, and what does each kind of visit earn per hour?
Revenue concentration: “Your top 10 clients account for N% of this window’s revenue”.
By client, busiest-spending first: Client, Total Spend, Revenue Lines, Visit Hours, Hours Source, $/Visit-Hour, Visit+Drive Hours, $/Visit+Drive-Hour. Read $/Visit-Hour if you pay per visit, $/Visit+Drive-Hour if you pay for time on the road.
By service type: what each kind of visit actually earns: Service, Total Revenue, % of Window, Visit Count, Avg per Visit, Revenue per Hour, then the fee split (Base Rate, Pet Fees, Holiday, After Hours, Weekend). Revenue per Hour is the one to read for pricing.
Then By staff, By area, By ZIP code, By fee type, By time of day, and Monthly revenue trend (all time, not just this period).
Empty or odd?
From the phone it covers the last 30 days, so early in a month it is mostly last month. Pick This quarter or Last 12 months from the spreadsheet for a fuller picture.
“No Area values set on the Clients tab yet”: optional; type an area name like “North Side” for clients you want grouped.
“No ZIP codes found”: client addresses need a 5-digit ZIP at the end.
“No fee-type data in this window” or “No time-of-day data”: the paste had no separate fee columns or no visit times.
The monthly trend shows months outside your chosen period on purpose.
Lifetime Spend always all time
Who has my business depended on, all time, and what is a client worth per year?
Median lifetime spend, overall, and what it is worth per year: two lines, the middle client’s lifetime total and the middle client’s spend per year with you. Compare years on the per-year figure: the lifetime one falls whenever you sign new clients, which looks like decline and usually is the opposite.
Median value of a single visit, by service type: Service, Median $ per Visit, Visit Count. Median LIFETIME spend per client, by the service they book most. Every client, lifetime total, highest first: Client, Lifetime Spend, Years With You, Spend per Year, Dominant Service.
Empty or odd?
“Run Bring in data › Revenue first.”: no revenue yet.
“Not enough history yet to say what a client is worth per year”: it needs clients with half a year or more of revenue.
Lifetime only goes as far back as you have pasted. A client of five years with one year pasted shows one year.
Rolled-up years (Route Planner › Bring in data › Tidy Up Old Revenue Data…) count in the totals, but a client’s main service is judged from their recent, still-detailed visits.
Spend by Period five windows at once
Is a typical client spending more or less than before?
Five green bands, one per window: Current Quarter (Q4 2026), Last Quarter, Current Year, Last Year, Lifetime. Each has a summary line, then two tables: By most-commonly-booked service type and By most-commonly-booked visit length, each with Median Monthly Spend, Median Lifetime Spend and Client Count.
“Median monthly spend” is each client’s own typical month, then the middle of those across the group, so one unusual client does not swing it.
Empty or odd?
In the first weeks of a quarter, Current Quarter covers only those weeks. Last Year is empty until you paste revenue from last year.
How Often Clients Book usual period: last 30 days
How often does each client book, and what is their usual visit?
By service type, across all clients: one line per service. By client, busiest first: Client, Total Visits, Avg/Week, Most Common Service, Most Common Time, Avg Days Between Visits (365d window), Last Visit. The top rows are your busiest clients for the period.
Empty or odd?
It reads only days you have planned, not the revenue paste, so in your first weeks it is short. “No logged visits in this window yet.”: nothing planned in the period.
Clients Gone Quiet as of today
Which clients have stopped their usual rhythm?
Client, Service, Normal Gap (days), Days Since Last, How Overdue, Last Visit. A weekly client 30 days out is listed; a monthly client 30 days out is not.
Empty or odd?
“Nothing’s currently overdue”: either all caught up, or not enough planned days yet. It reads the days you plan, so it needs a few weeks before regular clients have four dates each.
A client who has finished for good (moved, or a pet has died) still listed: write that in their Status on the Clients tab (“moved”, “former”, “no longer” all work) and they drop off for good.
The scorecard’s Gone quiet counts clients; this report lists each client and service, so one client can be two rows.
How Long Clients Stay as of today
How long do clients stay with me?
Median retention length, overall: a paragraph with three figures. First, how long clients who have LEFT actually stayed: judge retention on this one. Second, how long current clients have been here so far. Third, both together, the figure most tools show, which falls whenever you sign new clients.
By most-commonly-booked service: Dominant Service, Median Retention, Client Count, Currently Active. Every client, longest retained first: Client, Added, Last Booking, Retention, Status, Dominant Service.
Empty or odd?
“⚠ N client(s) skipped. No Client Added Date on file.”: Client Added Date arrives with the nightly Dropbox backup for any client Time To Pet still has; the client export does not carry it. Connect Dropbox in More › Set up.
“No client has left yet”: nobody has passed the quiet limit.
A client on the Clients tab with no billed visit in your paste counts as never billed and is left out of every figure. Paste more history to bring them in.
Staff Utilisation usual period: last 30 days
How much of the hours my team has went to visits and driving, and how much room is left?
One bold line: “Across the team: 71% of paid time used · 38 spare hours/week · 0.5 visits/week unplaced for lack of hands”, then a sentence saying what that points to (hire, reshape hours, or add clients).
A line saying whether it used clocked hours “(clocked)” or scheduled shifts. Paid hours that were not visits (admin, training) and idle person-days are listed separately.
By staff member: Staff, Days available, Idle days, Stops, Avg paid (hrs), Avg worked (hrs), Utilisation, Idle per day (hrs). When the work actually falls: Hour, Visit hours (total), Avg per day, Relative, then “Quietest working hours”.
On a computer the summary card gives a verdict: under 65%, “There is room to grow into” (or “You are paying for hours nobody is using” with clocked hours); 85% or more, “Little slack left”; in between, “A reasonable place to be”.
Empty or odd?
“No staff have working hours to measure against.”: set Business Operating Hours in Settings, or Start and End on Settings › Staff.
“No visits in (period) for anyone with shift hours set.”: plan some days first.
Over 100% is not an error: they worked past their listed hours.
Someone far below the others usually has a scattered patch or awkward windows, not a work-rate problem.
“N pay period(s) were left out because they cross the edge of this window”: pick a period that lines up with your pay periods from the spreadsheet.
Busy and Quiet Seasons all history
Which months and weeks are busier or quieter than my normal?
“Based on N visits across N days of history”. By month: Month, Visits (days of data), Visits per day, vs your average (“+40%” is four in ten more than your normal day), and a bar. Then “Your busiest month is … and your quietest is …”.
The busiest weeks of the year: Week of year, Dates, Visits, vs your average week. A month average hides a spike; this is where staffing actually bites. Then What to do with this.
Empty or odd?
“Only N days of history so far.”: it needs 60 days at least, ideally a year. Paste 12 months of revenue.
“(part month)”: a month your history starts or stops part way through. Shown, but never named busiest or quietest. “Not enough whole months yet”: the weeks below still count.
Who Is Irreplaceable? as of today
How many of my sitters could actually take each client, and whose absence would hurt most?
A bold line: “N client(s) only ONE sitter can take. N have two or fewer, worth $X of business”. “If that person is sick, these visits have nowhere to go.”
Thinnest cover first: Client, Sitters who could go, Been before, Why so few, Revenue, Who can cover. Who carries the risk: Sitter, Clients only they can take, Revenue behind that.
Empty or odd?
“No staff found on the Staff tab.” or “No active clients found.”: bring in your team and clients in More › Set up.
Revenue shows n/a: no revenue brought in yet.
Someone who has left is counted as cover: delete their row on the Staff tab.
RequiresFamiliarStaff only narrows the list when Settings › Familiar Staff Requirement is switched on.
What Training Costs usual period: last 90 days
What does ride-along training cost me?
What training cost: Trainee, Shadowing (the mentor), Days out, Visits watched, Hours, Their rate, Cost; then “Total: $X across N shadowed hour(s).”
Shadowing one visit at a time: Who rode along, Visits shadowed, Homes covered, Hours, Their rate, Cost. Who still needs to shadow which home points you to Who Is Irreplaceable?
Empty or odd?
“Nothing logged yet.”: plan a week or two first. “Nobody has a mentor set in ShadowingStaff right now”: nobody is shadowing.
“No PayRate set for …”: add the trainee’s PayRate on the Staff tab.
Start the period on the trainee’s first day: a mentor counts every day they worked in the period.
Single-visit ride-alongs are only found while they are still on the Visits tab, so older ones drop out.
Do I Need to Hire? usual period: last 90 days
Am I turning work away, or only just coping, often enough that another sitter would pay?
First, in bold, what was counted and what was not: “Counted as capacity evidence: N unassigned visit(s). NOT counted: N caused by a rule or a Staff-tab entry (spacing minimum, skills, exclusions, familiarity) and N by missing client data.” with the most common reasons. Read this line first: the uncounted ones are fixed in Settings or on the tabs, not by hiring.
Recurring coverage gaps: one line per day and time of day, for example “Tuesday mid-mornings. Came up short on 4 separate dates, 6 visits in all. Worth an estimated $180 in visits that didn’t happen”. A skill is named when one is needed. Recurring near-misses: the same, for visits that ran later than asked.
Client requests turned away, by service: empty at launch (see Requests you turned away).
On a computer, the summary card adds a verdict: “Nothing is repeating”, “There is work you are turning away”, “Coping, but only just”, and “You are covering a gap by hand” when you have approved running late 5 or more times.
Empty or odd?
“Nothing repeats 3+ times yet”: no pattern, or not enough planned days. It builds as you plan.
“Dollar estimates need Revenue Log data.”: bring in revenue; the rest works without it.
The requests section says “Nothing here yet. Route Companion does not read Time To Pet’s request emails yet”: expected at launch.
Most gaps are “NOT counted”: a rule is the problem, such as a spacing minimum or a skill only one person has. Fix the rule, not the headcount.
Call-Out Coverage everything recorded
When someone is out, do their visits get covered, and is it one person or the whole team?
A bold verdict and a sentence: “Nothing here argues for hiring” (every absence was booked ahead), “This is one person, not a headcount problem”, “Genuinely thin coverage”, “Some slack, but not on every date”, or “You have real slack in the rota”.
A table: Staff, Same-day, Absences, Left visits stranded. Under the title: “Across N day(s) with an absence recorded.”
Empty or odd?
“Nothing recorded yet. No absences have been recorded on the Daily Overrides tab”: nobody has been marked out yet.
Time off brought in from the Shifts paste counts as booked ahead, never as a same-day call-out.
Drive Time usual period: last 90 days
How much of the working day goes on driving rather than on animals?
The headline: Driving and With animals, in Hours and Share of working time (25% means one minute in four is spent getting there); Visits counted; Road miles; and Average between consecutive visits, the same measure the route page shows, and the one worth tracking over time.
By staff member: Staff, Stops, Driving (hrs), With animals (hrs), Share driving. By day of week. Month by month: the line that shows whether routing is helping. The N clients with the longest average drive: Client, Visits, Driving (hrs), Avg drive per visit, Drive vs visit time (“1.3x. Longer to reach than to serve”).
Empty or odd?
“No visits with drive times recorded for (period).”: plan some days first. If you have, check the DriveMinutes column on the Visit Log has numbers.
A much higher share for one sitter usually means a scattered patch, not a slow driver.
What Do Key Runs Cost? all history
What does moving keys around cost, and which clients would a lockbox save the most on?
Planned by Route Companion: key stops, hours there and hours driving, by kind. Earlier, from Time To Pet’s history: key visits before that, time there only. Then the total, “Together: N key stop(s), N staff hour(s). About $X at $20/hour”.
The clients whose keys cost the most time (the lockbox list), then Not included, on purpose. This is a floor.
Empty or odd?
“Nothing to measure yet.”: it fills as key visits, handoffs and office pickups are planned.
From the phone it uses $20 an hour and says “an assumed rate”. Make it from the spreadsheet to give your own.
Same-Day Changes builds over a month
How much do my days change after I have already planned them?
“About N change(s) a day land after the day was planned.”, then the last 30 days: Date, Added, Dropped, Time, Sitter, Total. Under the title: “Measured over N day(s).”
Empty or odd?
“Not enough history yet. This builds up from the nightly Dropbox import and needs about a month before it means anything.”: it shows after 7 nights. Without Dropbox connected (More › Set up › The nightly backup (Dropbox)) it stays empty.
What Changed Since Last Look made on a computer
What changed in Time To Pet since the schedule was last brought in?
“Compared (first date) to (last date)”, then three lists: Added (N). Written into Visits automatically; Changed (N). Updated in Visits automatically, with old and new times; Possibly removed (N), NOT deleted, visits on the Visits tab but not in the paste: review those by hand.
Empty or odd?
On the phone: “Not made yet. This one is made on a computer”. Expected.
“Nothing parsed from this paste.”: it must be the schedule view copied from the screen, day headings included.
On a phone, More › Reconcile with Time To Pet does the everyday version of this.
Who Needs a Key? next 21 days
Which upcoming visits need a key handed to someone who does not hold it?
“Nothing to create here. On the day, the route page adds a “Get the key” stop for whoever needs it, or flags it for you if the Key Handoff setting is Owner decides.” Then: Client, Current Holder, Recommended New Holder, Exchange Day, Deadline (visit needs the key by). Below that, Needs manual attention for any with no clean answer.
Empty or odd?
It only knows time off already on record. A holiday nobody has entered will not show.
Nothing listed when KeyHolder is empty: bring in key holders first.
If something looks off
A report is empty, or says “Not made yet”
Tap it, then Make it now. If it still says nothing, read the box at the top: it names what is missing. Most often: no revenue brought in (money and client reports), not enough planned days (routed-history reports build as you plan), no pay rates on the Staff tab (cost reports), nobody marked FieldExit (Getting Out Of The Field), or no Dropbox (Same-Day Changes). Each report’s “Empty or odd?” box above has its exact messages.
Numbers look low
Check the period first: from the phone each report uses its usual period, which can be the last 30 days. Then check what the numbers stand on (bottom of the scorecard): a report only knows the revenue you pasted and the days you planned. A client of five years with one year pasted shows one year. Sitters with no PayRate are left out of costs, with their clients’ revenue for those days. Driving and visit figures only start from your first planned day.
Revenue is not in, or stops early
The scorecard says “Not brought in yet” or “Revenue is in through (date)”. Paste Time To Pet’s Visits Report from that date to today (Bring in revenue). If the paste was refused, read the message under the box: a filtered report, dates like 08/03/2026, or columns that slipped (paste from Google Sheets or Excel instead).
Two places disagree
Usually they cover different periods. The scorecard is all time for spend and concentration, the last 30 days for driving share, and the last 90 days for capacity gaps and turned-away requests; a report covers the period it was made with (it says so in its first line). A report made on a computer with a chosen period stays that way until made again. Client Spend’s monthly trend is all time on purpose. Gone quiet counts clients; Clients Gone Quiet lists client and service pairs. What the Work Costs and Which Clients Make Money compare only days with both billing and planned routes. If two places still disagree over the same period, tap Make it again from today’s data; if they still do, report it.
“The full reports are not set up yet”
The page does not have its reports address. The scorecard is still up to date. Open the spreadsheet and use the reports from the Route Planner menu, and tap More › Report a problem so Everjade can set the link.
Something else
More › Report a problem. Any red message on the page also has a Report this button that fills the report in for you.