See your money and how the business is doing

Two pages in the sidebar hold your numbers:

Finance: money in, money owed and profit.
Metrics: quotes and lead sources, visits and requests, your team’s hours, and clients.

Both use the Date range button at the top right: This month (the default), Last month, Last 30 days, Last 90 days, This quarter, This year, Last year or Custom. The range is part of the page’s address, so you can bookmark a view or send it to someone on your team.

Finance

Overview

The top of Overview shows one figure for the range, with a line of how it built up day by day (or week by week, or month by month, for longer ranges). The dashed line is the Previous period: the same number of days just before, so you can see whether you’re ahead. Pick the figure from the menu above the number:

Collected: payments received, less refunds. Tips aren’t included.
Net after fees: collected, less card and bank processing fees. Roughly what reaches your bank.
Invoiced: invoices issued, not counting drafts or voided invoices. Written-off invoices still count.

Under the line:

Owed to you: what’s on open invoices today.
Past due: the part of that past its due date.
On the way to your bank (or Last deposit): Stripe deposits, if you take payments with Stripe. View opens the deposits page.

Beside it is the year’s revenue goal. An admin sets it with Set a revenue goal, along with an optional target job margin. The card shows how far along you are, where an even pace would put you today, and what you’re on track for.

Performance has a card for each figure, each with a link to the details:

Card	What it shows
Payments	What came in, split by card, bank transfer, cash, check and other. Refunds are listed on their own.
Collected and Net volume	Each period’s total, with the change from the period before.
Unpaid invoices	What’s owed today, split by how late it is.
Invoiced	Invoices issued in the range.
Past due	The oldest late invoices and how many days late each is.
Top clients by spend	Who paid you the most in the range.
Time to get paid	The average days from an invoice being issued to being paid, and how much was paid within a week, a month and longer.
Quotes won	The value of quotes sent in the range that were approved.

Hold the pointer over the small i next to a card’s name to see what it counts. At the bottom, Recent payments lists the latest payments.

Payments

Payments lists every payment and refund in the range, newest first, with its method, the invoice it paid, the client and the time. Click a row to open the invoice. The buttons above the list filter it to Card, Bank transfer, Cash, Check, Other or Refunds, and Download saves what’s shown as a spreadsheet.

Above the list are the range’s totals: Collected, Refunded, Processing fees, Net after fees, Tips and Sales tax billed. Below it, Client balances lists who owes you, with their oldest due date.

If you wrote off any invoices in the range, the totals also show Written off: what’s still unpaid on them, counted by the day you wrote them off, not the day they were issued. That’s the bad debt you took for the period, the figure your accountant will ask for. The number of invoices under it opens the Written off tab on the Invoices page, which lists every written-off invoice, not just the ones in this range.

Profit

Profit shows jobs completed in the range and what they brought in. Job profitability sets each job’s labor, sub and crew pay, expenses and materials against its contract total, lowest margin first, and flags jobs under your target margin.

Sub and crew pay is what you pay subcontractors on the job, and your team’s piece pay, once it’s agreed, done or paid. A job’s own page shows the same costs under Job costing. Once a job has labor of its own (time at a pay rate, or sub and crew pay), its line items count their materials only, so the labor estimated in your prices isn’t counted twice.

Services

Services shows what each item on your price list brought in, from invoices issued in the range, paid or not. Across the top are Service revenue, Items billed and Service profit. Top services has a card for each of your best sellers, with a line over time. Revenue and profit by service lists every service with its Category, Times billed, Revenue, Costs, Profit and Margin. Lines not from the price list count as Other, and deposits and progress payments count once the final invoice lists the work.

A service’s costs are its price list cost plus its share of the job’s labor and expenses. Roles without Job costs and profit see Revenue by service, without costs or profit.

Metrics

Sales: quotes sent, won and lost, conversion, days to approval, why quotes were lost, and results by salesperson and by lead source.
Work: visits completed and requests received.
Team: Paid hours, time on visits, hours awaiting approval and labor cost, by person. Breaks your business doesn’t pay for are left out, as set in Choose how breaks are paid.
Clients: new clients, how they found you, and clients with no work in over a year, with a button to start a win-back campaign.

Every table sorts by any column, and Download saves it as a spreadsheet.

Who can see them

Owners, admins and office staff see both pages. To change that for a role, open Settings → Roles: Metrics needs Finance and metrics turned on, and Finance needs Invoices and payments as well. Estimators and crews don’t see either.