Understand Your Business Finances

WorkQuote's reporting features provide you with a comprehensive overview of your business's performance. From tracking income and expenses to analyzing customer interactions, our reports help you make informed decisions and optimize your operations.
With customizable date ranges, detailed statistics, and easy-to-read graphs, you can gain valuable insights into your business's health and growth.
WorkQuote's reporting features provide you with a comprehensive overview of your business's performance. From tracking income and expenses to analyzing customer interactions, our reports help you make informed decisions and optimize your operations.
With customizable date ranges, detailed statistics, and easy-to-read graphs, you can gain valuable insights into your business's health and growth.

Custom Report Range

Custom Report Range
Easily customize your report range to view data for any specific period, whether it's a single day, a week, a month, or a year. You can also choose from multiple preset date ranges or set a preferred range that will be used by default. The report will include all data within the selected range, allowing you to analyze your business performance effectively.
  • Customize To Any Report Range
  • Multiple Preset Date Ranges
  • Preferred Range Stays Default
  • Report Includes All Data In Range
Multiple Preset Date Ranges

Basic Usage Data

See Basic Usage Data
View your business's basic usage statistics, including the number of customers, jobs, estimates, and invoices generated within a specific date range. This information is essential for understanding your business's performance and growth, as well as identifying areas that may require improvement. You can also view and download all the data you have entered in WorkQuote.
  • Date Range Totals & Itemized Lists
  • New Customers Over Time Graph
  • View & Download Your Data
  • View All Uploaded Images
New Customers Over Time Graph

Estimate Statistics

Get Your Estimate Approval Rate & Statistics
Gain a clearer understanding of your estimate performance through detailed reports that offer information regarding the number of estimates sent, their approval rates, approval turnaround times, and the various types of estimates generated. This information allows you to identify trends and make informed decisions to enhance your business.
  • Multiple Data Points & Graphs
  • Estimate Approval Average & Rate
  • Estimate Line Item Statistics
  • View All Estimates In Date Range
Multiple Data Points & Graphs

Job & Invoice Reports

Job & Invoice Reports
Gain insights into your job and invoice data, such as the total number of jobs completed and the types of jobs performed, as well as their contribution to your overall income. This information allows you to monitor your performance and pinpoint areas for improvement.
  • View List Of Jobs In Date Range
  • Job Completion Statistics
  • Job Type and Billable Breakdown
  • Invoices Paid Time & Stats
Invoices Paid Time & Stats

Realized Income Report

Realized Income Reports With Profit Loss Analytics
Analyze your income from invoices, including the total amount received, the types of income generated, and how they contribute to your overall financial health. This helps you track your earnings and identify areas for improvement. Easily view your collected tax obligations and understand your gross and net totals, minus any losses.
  • Realized Income Data & Graphs
  • View Income Types and Bad Debt
  • Track Collect Tax Obligations
  • Gross & Net Totals Minus Loss
Gross & Net Income Totals Minus Loss

Invoice Payment Breakdown

Invoice Payment Types Breakdown
Gain insights into your payment methods and trends, including the total amount received, the types of payments made, and how they contribute to your overall income. This helps you understand your cash flow and make informed financial decisions.
  • Payment Totals With Graphs
  • Track Totals For Each Payment Type
  • View Payment Trends & Percentages
  • Itemized Payment Breakdown List
Track Totals For Each Payment Type

Job Expense Breakdown

Full Job Expense Breakdown
View your business expenses in detail, including the total cost of each job, the types of expenses incurred, and how they affect your overall profit and loss. This helps you understand where your money is going and how to optimize your spending.
  • Understand Your Business Cost
  • View Profit vs Loss Data & Graphs
  • Totals With Itemized Breakdown
  • View Expense Type Totals
View Expense Type Totals

Download Report Data

View And Download Report Data
Access the itemized list with clickable items to view the dashboard for each entry. For your own personal records, you are able to save any report data in CSV format by downloading it.
  • View A List Of Data In Report
  • Click List Item For Dashboard
  • Download Data For Any Date Range
  • Your Data Is Yours To Keep
Your Data Is Yours To Keep