Reporting & Analytics
Review invoices, jobs, and recorded hours.
Use three date-filtered views to review paid invoice totals for the top ten customers, the status of work orders created in the period, and recorded hours on completed jobs associated with each assigned technician.
Key features
Top ten customers by paid invoices
Group invoice totals by customer name and rank the top ten, using invoices marked paid and their payment dates. The revenue summary totals those ten displayed customer groups.
Work orders by status
Count work orders created in the selected period and group them by their current stored status.
Job hours by assigned technician
Associate the full recorded hours of each completed job with every assigned technician. Shared jobs therefore appear in more than one technician total; the view does not split individual time entries.
Date filters
Set start and end dates. Invoice results use payment dates, work-order counts use creation dates, and job-hour results use recorded completion times.
Technician-hour comparison
Compare the job hours associated with assigned technicians. The figures are not a calculation of payroll hours or capacity utilization.
Current records
The page queries saved records when it loads and when the date range changes. Reload it to review newer saved data.
What it gets you
- Identify the customers represented in the paid-invoice top ten
- Review the current status mix of work created in a period
- See completed-job hours associated with assigned technicians
- Choose a date range for each review
- Distinguish invoice payment dates from job creation and completion dates
- Use the invoice and work-order records for a detailed follow-up
Example workflows
Review these steps against the job you want to run during your demo.
Customer invoice review
Select a period and review the ten customer groups with the largest paid invoice totals. Check the invoice records when you need the full customer list or a cash reconciliation.
Operations review
Review the count of work orders in each stored status, then open the work-order list for individual records.
Job-hour review
Review hours associated with each assigned technician and check shared jobs before interpreting the totals. Use individual time records for payroll or an assessment of individual hours.
Questions before your first job
Can I export reports to Excel or PDF?
The reporting page does not provide a dedicated Excel or PDF export. Review the relevant source module or available company data exports when you need individual records.
Are the reports real-time?
The page queries saved data when it loads and when the date range changes. Reload to see changes that another member of your team saved.
Does the revenue summary show all company revenue?
It totals the top ten displayed customer groups from invoices marked paid in the selected payment-date range. It is not a complete company revenue or cash-receipts report.
Can I build custom reports or compare with other companies?
The reporting page provides these three defined views. Reports use these fixed views; cross-company benchmarking is unavailable.
See the workflow and the company plan.
One flat company plan with every available module, unlimited office and field accounts, and guided onboarding included. We share the price on your demo or when a person reviews your access request. Your 14-day trial starts after access approval. No card required.