Open Reports
Sidebar → Reports. Reports are grouped into four sections — Financials, Operations, Team, and Growth — so you can jump straight to the area you need. What you see still depends on your role: owners get everything including cost and payroll, office sees everything except cost-sensitive tabs, and techs see a stripped-down My Performance view with their own scorecard.
AR Aging
Tab: AR Aging. Unpaid invoices bucketed by days overdue (Current, 1–30, 31–60, 61–90, 90+) per customer. Export CSV for your collections workflow.
Revenue + P&L
Revenue tab breaks paid invoices down by customer. P&L pulls revenue by billing model against expenses by category, with monthly net income. Pick a date range at the top.
Expenses + Mileage
Expenses tab is your expense tracker with category + date filters. Mileage tab (owner only) logs trips with summary stats — useful at tax time.
Revenue Dashboard + Operations
Revenue Dashboard is the financial summary with date-range picker. Operations shows stops, routes, and efficiency KPIs. Both export to CSV.
Team + Payroll
Team tab (owner) shows labor costs and team alerts. Download Payroll CSV gives you a payroll-ready export.
Profitability (owner only)
Profitability tab runs pool-level margin analysis against chemical cost and labor so you can see which accounts are actually making money.
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