• Add an Expense

    To add an expense, click the “Finance” tab and then click “Expenses” Next, click the green “+ New Expense” button. You will have the option to add a new expense or import a .CSV file. Fill in the information about the expense and then click the blue “Add Expense” button.

  • Add New Equiptment

    To add new equipment click the Resources tab and then click equipment.   Then click the green “+ New Equipment” button   Once you’re done filling out the fields be sure to click the blue “Save Equipment” button  

  • Generate a Profits and Loss Report

    To generate a Profits and Loss report that shows profit and loss for any given date range either billed or collected, click the “Reports” tab.       Then click “Profits and Loss”     Select the date range you want shown on the report       Then you…

  • Generate an Accounts Receivable Aging Report

    To generate an Accounts Receivable Aging Report that shows unpaid invoices for the last 30, 60, 90 and 90+ days, click the “Reports” tab.       Then click “Accounts Receivable Aging Report”       You can export an excel or CSV file or print the report.    …

  • Generate a Sales Tax Report

    To generate a Sales Tax Report that shows sales tax based on billed, outstanding or collected, click the “Reports” tab.       Then click “Sales Tax Report”       Select the date range and billing type you want to show on the report.       You can…

  • Generate a Revenue by County Report

    To generate a Revenue by County report that shows total revenue by county for any time frame and either billed or collected, click the “Reports” tab.       Then click “Revenue by County”       Select the date range and billing type you want on the report.  …

  • Generate a Revenue by City Report

    To generate a Revenue by City Report that shows total revenue by city for any time frame and either billed or collected, click the “Reports” tab.       Then click “Revenue by City”     Next, select the date range and billing type you want shown on the report….

  • Generate a Revenue by Crew Report

    To generate a Revenue by Crew report that shows total revenue by crews for any timeframe either billed or collected, click the “Reports” tab.     Then click “Revenue by Crew”       Choose the date range, crew, and billing type you want on the report.      …

  • Generate a Revenue Forecast

    If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by customer/ timeframe, and billing type, click the “Reports” tab.     Then click “Revenue Forecast”       Next, select the date range, customers, crew, and service you want on the report….

  • Generate a Revenue by Customer Report

    If you want to generate a Revenue by Customer Report, click the “Reports” tab.   Click “Revenue by Customer”     Next, select the date range, customers, and billing type you want on the report.     Then you can export an excel or CSV file or print the report….