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Reporting and a dashboard that show how the business is doing
Open the app to the numbers that matter, then dig into focused reports to see what is winning, what is stuck, and where the money is.
What this does
The dashboard puts outstanding invoices, this week’s jobs and open quotes on one screen. Reports show how quotes, jobs and invoices are tracking over a date range so you can spot trends and act on them.
Why it matters
A clear picture each morning means you plan the day around real priorities, chase the right invoices, and catch problems early instead of finding out at month end.
Who it is for
Owners and managers who want a quick read on the business each day and the detail to back it up when they need it.
Example workflows
- You start the day on the dashboard and immediately see what is owed and what is booked.
- You run a report over the last quarter to see how many quotes turned into paid work.
- You spot a growing pile of overdue invoices and act before it becomes a cash-flow problem.
What you get
- A dashboard that mattersOutstanding invoices, this week’s jobs and open quotes on one screen, the numbers that run your business.
- Reports on the workSee how quotes, jobs and invoices are tracking so you can spot what is winning and what is stuck.