Help Center›Admin, Finance & Reports
Which finance or report page should I use?
For admins · Updated October 12, 2026
Use this when looking for financial or operational reporting.
Finance
Open Finance for anything money related. The Overview tab shows billed versus collected and project margins, Project Costing holds per-project profit and loss, Receivables holds invoices, payments, and the Payers roll-up of balances by payer, and Storage tracks storage billing. See the Finance hub article for details.
Schedule Planning
Use this report for readiness, planned labor, crew load, and vehicle load.
Project Costing
Use this for project closeout, low-margin projects, and finalized costing snapshots.
Customer Profitability
Use this for contribution margin by customer.
Margin by Service Type
Use this for profitability by service category.
Tech Performance
Use this for technician contribution and utilization.
Labor Log
Use this for per customer and per employee labor detail, including exportable billing backup.
Operations Reports
Use this for daily activity, user productivity, overdue tasks, active projects, and production and storage volume.