Reports

Reports answers three questions for a date range: what came in, what each job actually made, and how each cleaner is doing. The range defaults to the last 90 days in your own calendar; change it with the From and To dates and Update. Owners and admins only.

What came in

The cards along the top are the money view: Paid revenue (paid invoices, net of tips, minus refunds), Tips kept by the business, Outstanding (sent, overdue and partly paid invoices), bookings, completion rate, average rating, and new clients. Revenue by month buckets paid invoices by the month they were paid, with kept tips noted beside each month rather than inside it, so service revenue stays comparable.

Job profitability

This is the section that says whether a job paid. Every completed booking in the window counts as a job. Its revenue is the booking's price; its labor is every shift clocked on it — each cleaner's minutes at the wage that was stamped on the shift when they clocked in. That is exactly the arithmetic payroll uses, so a job's cost here and its cost on the pay run never disagree. Tips are left out of both sides.

• Margin is revenue minus labor, with the percentage of revenue beside it.
• Worked vs quoted compares the hours clocked against the hours the bookings were scheduled for. More than about ten percent over turns amber.
• Jobs with time tells you how far to trust the margin. A job nobody clocked on shows its full price as margin, because no wage was recorded — if that number is well short of the job count, the fix is in the field app, not in the pricing.
• Labor off the job is clocked time that isn't tied to any booking — office hours, travel, a manual entry without a booking. It is real cost that no client is paying for, so it's shown on its own rather than hidden.
• Contractor bills dated in the window are noted underneath: they're cost too, but no single job carries them.

By client sorts best margin first. The client near the bottom with many jobs is the one whose price or scope needs a conversation. By service shows which kinds of work pay and which run long. Jobs that hurt the most lists the eight thinnest margins among jobs with clocked time, so you can open each booking and see why.

A job's price is the booking's Total, not the invoice — invoices can bundle several visits, and only the booking knows what one visit was worth. Bookings left at $0 will show as pure loss here, which is the report telling you to price them.

Cleaners

One row per person who clocked time in the window, most hours first.

• Hours and Jobs are their own closed shifts. An open shift (still on the clock) isn't counted yet.
• vs quote compares their hours with their share of the scheduled time on those jobs. On a two-person job, each person is measured against their part of the quote, so nobody is penalised for sharing a job.
• Pay is what those hours cost at their wage — the same cents payroll pays.
• Rev / hr is the price of the jobs they worked, credited by their share of the time on site, divided by their hours. It's a productivity signal for you, never a commission: wages come from rates.
• Rating is the average of reviews that name them, with the count in brackets. Bonuses are those whose period ended in the window. Flags count bookings assigned to them that were flagged for no clock-in, and shifts still waiting on a needs-review check.

Export

Export CSV carries everything on the page for the same range: the invoice and booking lists, then profitability by client and by service, then the cleaner table. If a list on screen is cut short, the CSV has the full set.