The reports
Reports in the left navigation opens a page of reports, each with an export:
| Report | What it answers |
|---|---|
| Time | Hours by person, over a range |
| Payroll | Hours, overtime and pay by worker |
| Jobs | Deals in flight, by stage and value |
| Estimates | Win rate and expiring quotes |
| Invoices | Who owes what, and how late |
| Payments | Money in, payment by payment |
| Contacts | Who you serve, and how recently |
| Properties | Serviced locations and their history |
| Locations | Franchise roll-up across linked workspaces |
| My Exports | Your CSV exports, ready to download |
Reports come with the Pro plan.
Money figures follow the same rules as everywhere else. Subcontractors see no dollar figures on reports and do not see the Estimates report at all; team members see prices but not costs. See what each role can see.