Features / Reports
See how your business is doing, at a glance.
Revenue, close rate, average project size, top clients, and overdue invoices, all on one screen. Switch between this month, this quarter, this year, or all-time. When your bookkeeper needs the numbers, download a clean PDF or a spreadsheet in one tap.
Included in the $19/month plan. No card required.
Your money, by the period that matters
Choose this month, this quarter, this year, or all-time for revenue and estimate results. See what you collected and how it compares with the previous period. Balances stay current.
Know who still owes you
Outstanding invoices, sorted by how late they are: not yet due, 1-30, 31-60, and 61+ days. No more guessing who to call before you run short on cash.
Hand your bookkeeper the numbers
Download the whole report as a branded PDF or a CSV spreadsheet in one tap. Tax time and monthly check-ins stop being a scramble.
What reports show you
1Money collectedRevenue for the period you pick.
2Money still outEvery open and overdue invoice.
3Estimates in playWhat's sent, signed, and still waiting.
4Export when you need itDownload a PDF or spreadsheet for your bookkeeper.
Report questions
Related features
Invoice Software for Home Service Pros →Online Payments for Pros: Cards & ACH →Recurring Invoices for Home-Service Pros →What's on the reports page?
Everything you'd check on a Monday morning: how much you collected, how it compares to last period, your six-month revenue trend, your estimate close rate, your average project size, your top-paying clients, and your overdue invoices by age. No setup. It fills in as you send estimates and get paid.
Can I see this by quarter or year?
Yes. Choose this month, this quarter, this year, or all-time for revenue and estimate results. Outstanding balances and invoice aging remain current snapshots, so you still see what needs attention today.
Can I download it for my accountant?
Yes. Download the full report as a branded PDF or a CSV spreadsheet in one tap, scoped to whatever period you're viewing. Hand it to your bookkeeper or drop it in your records.
Does it show who's overdue?
Yes. The aging view breaks your outstanding invoices into not-yet-due, 1-30 days late, 31-60 days late, and 61+ days late, so you know exactly who to follow up with first.