Full Financial Reporting Suite

Nine built-in reports give you a complete picture of your business finances, by job, by estimator, by time period, or across the entire portfolio. Know which jobs are profitable, which are bleeding, where your pipeline stands, and what's outstanding, without waiting for your accountant's monthly summary. Every report exports to CSV.

• Revenue by job, company, and representative
• Change order value report
• Proposal pipeline report
• Outstanding balance tracking
• Allowance variance report
• Jobs by status report
• Year-over-year comparison
• CSV export on all reports
• Clickable rows navigate to the job record