Running the business

Reports

See money collected, invoices completed, quote close rate, response times, completed visits and unpaid invoices, and download a CSV.

Open reports

Owners and managers can open Reports. Staff see their recent work instead.

Step 1: Open More, then Reports.
Step 2: Pick This week, This month, Last 30 days, Last 90 days or Custom dates.
Step 3: Read the summary tiles, then scroll for requests by source, revenue by service, unpaid invoices by age and more.
Step 4: Tap Download CSV to take the numbers into a spreadsheet.

Tip: How these numbers are counted explains each figure. Job profit is only shown to the owner.
Tip: Expenses shows what was spent in the period by category, person and job. Tap Download expenses CSV for one row per expense.

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