Income Reports

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.

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.

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.

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.

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.

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.

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.

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.