Getting paid

Reports & Expenses

Revenue, profit, and performance for any date range, plus a place to track spending that isn't tied to a specific job.

Reports

The Reports page defaults to the current month, with quick presets for This Month, Year to Date, and Current Year, plus a date-range picker and an optional single-employee filter. It shows:

KPI tiles for revenue, expenses (with % of revenue), profit (with margin %), and tax collected
Job counts by workflow stage, linking into a filtered Jobs list
Outstanding invoices
Estimate conversion rate (approved ÷ decided)
Your top 5 customers by revenue
Job-level profitability, ranked (revenue minus materials minus expenses, per job)
Technician performance, with a link to the full technician performance page
Month-over-month revenue and new-customer growth

How profit is calculated

Everywhere the platform shows profit — on a single job, on the Dashboard, or on Reports — it uses the same formula: revenue (amount actually paid on linked invoices) minus the cost of materials used (at the price recorded when they were used) minus logged expenses. Reports additionally folds in standalone business expenses (see below), which don't apply at the individual job level.

Expenses

The Expenses page (under Reports) combines two sources: expenses logged against a specific job (managed from that job's own page) and standalone business expenses — things like rent, utilities, insurance, or supplies that aren't tied to one job — which you add directly here with a description, category, amount, and date. Only standalone business expenses can be deleted from this page; job expenses are managed from the job itself.

The page shows total spending, a breakdown by employee, and your top expense items by description — the last two ranked against the biggest, so who or what accounts for most of the total is a length rather than a sum done in your head.

Custom reports

The custom report builder is for the questions the fixed reports do not ask. You pick a source, choose which of its columns to show, set a date range, optionally group and total — then save it, so it is one click next time rather than rebuilt.

The custom report builder showing source and column pickers, a grouping selector, and the resulting grouped report with its bar chart above the table.

Source	Reports on
Jobs	Work: stage, schedule, assignment, customer.
Customers	Your customer list and when they joined.
Estimates	Quotes and what happened to them.
Invoices	Billing, totals and payment status.
Job expenses	Costs logged against a specific job.
Business expenses	Overheads, with a category to group by.
Purchase orders	What you ordered from which supplier.
Materials	Your material catalogue and stock.
Equipment service due	Customer equipment with its next service date, worked out from the service log.
Subcontractors	Outside trades and their details.

Worth knowing

A grouped report draws before it tabulates. A table answers "what was March"; a chart answers "is it going up", and a grouped report is nearly always read for the second. The bars carry their own figures, so the chart reads without measuring anything against an axis.

What this does not do

Purchase orders deliberately offer no total column. A purchase order's value is summed from its line items, which the query behind a report cannot add up — and a column silently reporting nothing would be worse than not offering it.

Sending a report on a schedule

A saved report can email itself. Set how often it goes, at what time, and who receives it — and it arrives without anybody opening the page. The covering email carries the figures worth glancing at, with the full results attached as a CSV and a link back to the version you can sort and regroup.

One report can carry several schedules, because they are often different jobs: a weekly to you and a monthly to your accountant, from the same saved report.

Setting	What it does
How often	Daily, weekly on a chosen day, or monthly on a chosen date.
Time	Read on your own clock, not ours. Eight in the morning means eight where you are.
Covering	Which dates each send covers — the previous day, week or month, the month so far, or the fixed dates saved with the report. This overrides the report's own dates, which is what makes a weekly report say something new each week.
Send to	Up to five email addresses. They do not need an account here, which is the point — your accountant can receive the monthly figures without one.

Worth knowing

Every send is logged against its schedule, successes and failures alike, with the window it covered and how many rows it carried. Nobody watches for a scheduled report, so a schedule that has been failing for a month has to say so where you would look for it.

What this does not do

The day of the month tops out at 28, so a monthly schedule cannot accidentally skip February. If you want the end of a month, schedule the 1st and set it to cover the previous month. There is no PDF: the attachment is a CSV.

Reading the charts

Reports across the app draw their figures rather than only printing them: revenue over time as a line, shares of a whole as one bar, ranked lists scaled against their leader, and percentages as meters. Every mark carries a visible label, so nothing depends on telling two colours apart.

Worth knowing

Colour is only spent where it means something — an overdue invoice, a negative profit, a job that cost more than it earned. Everything else stays neutral on purpose: if every card is coloured, people stop reading the colour.