What each report shows.

Reports holds seven reports, one card each. Most of them show totals at the top, a chart by day and a table of every record for the period you pick.

Steps

1. Open Reports from the menu and click a card.
2. Sales shows the money you collected, one row per job, with parts, labor, tips, balance and profit. Card, cash and check payments all count, and refunded payments are left out.
3. Payouts shows each deposit JobField Pay sent to your bank.
4. Jobs shows every job scheduled in the period with its technician, status and total. The totals at the top include a Cancelled count.
5. Payments shows invoices from the period, paid and unpaid, with Paid and Outstanding totals.
6. Estimates shows the estimates created in the period, with their total value and the Approved total. Each estimate has the same status as on the Estimates list: Draft, Sent, Approved, Rejected or Expired.
7. Invoices shows every invoice issued in the period, whether it is paid or not.
8. Call tracking shows calls in and out, with the source, the length and a summary of each call. The All calls list narrows it to Receptionist or Voicemail.

Good to know

Click a row on Sales, Jobs, Payments, Estimates or Invoices to open the job it belongs to.

Every report except Payouts has a Search… box, a period list and Export CSV. Search finds a status or payment method by the word the table shows, so unpaid finds the invoices that are not paid yet and Card finds card payments.

If Reports shows a card with a See plans button instead, reports are not included in your current plan.