Reports

To get a report of your customer sources go to the Reports Tab.Click “Customer Source“Select the Date Range you would...

The Routing Feature allows you to track mileage for your equipment. Read here to find out how to do that....

To generate a Profit and Loss report that shows profit and loss for any given date range either billed or...

To generate a Revenue by City Report that shows total revenue by the city for any time frame and either...

To generate a Revenue by County report that shows total revenue by county for any time frame and either billed...

To generate a Revenue by Crew report that shows total revenue by crews for any time frame either billed or...

If you want to generate a Revenue by Customer Report, click the “Reports” tab. Click “Revenue by Customer“ Next, select...

If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by customer/ timeframe...

To generate a Sales Tax Report that shows sales tax based on billed, outstanding or collected, click the “Reports” tab....

To generate an Accounts Receivable Aging Report that shows unpaid invoices for the last 30, 60, 90 and 90+ days,...

To generate an Expense Report that has a list of expenses by date range and category, click the “Reports” tab....

To generate an Invoiced Items/Services report that shows any invoice that had a specific item or service on it and...

You are able to mark customers you are not currently servicing as inactive. To learn how to mark Customers as...

To get a report on your payments based on the payment types used, go to the Reports Tab.Click “Payments by...

To get a report of your Customers that are written off with a balance remaining, go to the Reports Tab.Click...

To generate a Written Off Invoices Report go to the Reports Tab.Click “Written Off Invoices“Select the Date Range you want...