Category

Reports

Track revenue, invoices, jobs completed, and other business numbers.

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How to use this section well

Reports are most useful when you compare the same date range across revenue, invoices, and expenses.

  • Use task-based articles first, then reference articles after the workflow is moving.
  • Share specific article links with crews or customers instead of sending them to the homepage.
  • Contact support if the live UI does not match the documented path.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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