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Reports is your at-a-glance dashboard for how the business is doing. It pulls together the money and performance numbers that used to live on separate Money and Metrics pages. It’s available to owners and admins.

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What’s on the page

Money stat cards:
  • Revenue collected, what you’ve actually been paid
  • Outstanding, billed but not yet paid
  • Overdue, past the due date
  • Pipeline value, the open-estimate money on your pipeline
Estimate performance:
  • Estimates sent and accepted, your acceptance rate, and the dollar value of sent versus accepted quotes
Tax summary:
  • Total revenue and tax collected for the period
Lists:
  • Recent invoices and a Due soon list so you know who to chase

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Frequently asked

Where did the Money and Metrics pages go? They’re now Reports. The old links land here automatically. Can a technician see Reports? No. Reports is owner/admin only. I need the raw numbers for my bookkeeper. Export them as CSV under Settings then Export, with a period filter and bookkeeping-ready invoice columns.