Reports & dashboard

Understand your numbers with the dashboard and reports.

• Find your way around Reports

  A quick tour of the Reports hub in Servicebay, so you can quickly find the revenue, job, and team numbers that matter most to your business.

• Track outstanding and overdue invoices

  Use the Accounts Receivable report to see at a glance which invoices are still owed, which are overdue, and how urgently you need to follow up.

• See your revenue and cash flow

  Use the Revenue & Cash Flow report to track income, refunds, profit margin, and how customers are paying you over any time period you choose.