Reporting Nine Reports. Every Answer About Your Business.
Accounts receivable, revenue, pipeline, jobs, team members, customers, inventory, compliance, and scheduling. Each report is a tap away, and every number traces back to a real job, invoice, or form.
- Reports
- Nine, one tap each
- Timeframes
- Week, month, quarter, year, custom
- Every number
- Traced to a real job or invoice
- Desktop and tablet
- Split view
Every answer about your business, a tap away.
The reports hub in split view, with Revenue & Cash Flow open. Pick a part to see what it does.
Nine reports
Pick one on the left, read it on the right.
Timeframe
This week, month, quarter, year, or your own range.
Revenue
Money actually collected, and from how many payments.
Refunds
What went back to customers, kept separate.
Gross margin
Revenue less the cost of the parts you sold.
Trend
This period against the one before.
Payment methods
Card, Stripe, cash and bank transfer as shares.
From the hub to the answer.
Open any report and change the timeframe. Everything updates from the same jobs and invoices you already keep.
The questions you actually ask.
Who owes you, how many quotes you win, and whether the compliance paperwork is done.
Who owes you.
Accounts Receivable lists what is outstanding, the most overdue first.
How quotes convert.
The sales pipeline follows every quote from created to invoiced, with your win rate.
Is the paperwork done?
Compliance shows submitted records, the pass rate, open forms and certificates about to expire.
Frequently Asked Questions
Where does the report data come from?
Your own jobs, invoices, payments, quotes, and inventory, live. Nothing to import or export. When you mark an invoice paid or close a job, every affected report updates instantly.
Can I change the time period?
Yes. Every analytical report has a timeframe selector: this week, month, quarter, year, or a custom from/to range. Charts, KPIs, and leaderboards all recalculate for the window you pick. Accounts Receivable stays live, always showing what's owed right now.
How is gross margin calculated?
From paid invoices: discounted ex-tax line revenue minus the cost price of each item sold. Enter a cost price on your services and inventory items and both the Revenue and Services & Inventory reports show real, discount-aware margin from one shared definition.