Reports and Job Costing.

The dashboard brings the whole business onto one screen:

• Jobs Pipeline: active jobs by status, from unscheduled to on hold, and how many are completed.
• Accounts Receivable: quotes by status with the value sent, unpaid and overdue invoices, and debtor ageing.
• Accounts Payable: supplier quotes requested, purchase orders by status, supplier invoices and creditor ageing.
• Recent Activity: the latest events across every app.

Every job card has a Profitability tab, built from what was actually done:

• Sales: the billable tasks, materials and labour on the job.
• Cost: tasks at cost price, labour hours at cost rate, and materials at what you actually paid for them, including non-billable items.
• Ad hoc purchases made for the job, unless one is marked as already costed as materials.
• Profit, margin, time spent and profit per hour, with a line-by-line breakdown.

Linked purchase orders are listed separately and never added to cost, because the materials they brought in are already costed when used. Nothing is counted twice. Across all jobs, the Job Profitability Analysis report puts revenue, cost, profit and margin side by side.

The same thinking applies before the work is won. Every customer quote has a Profitability view showing its sales total, cost total, profit, margin and profit per hour of quoted labour, line by line. Each line is costed at its own cost price or, failing that, the latest price you paid a supplier. Fix a thin margin before the customer sees the price, not after the job is done.

Ready-made reports for jobs, billing and stock, each run for the date range you choose:

Technician Utilization & Recovery is the one most trade businesses have never had. Hours worked come from the technicians' own status taps, travel and on-site; hours invoiced come from the labour billed to customers. The gap between them is time you paid for and never billed.

Pick any job to see its work summary, tasks and checklist results, materials, purchases, photos and activity. Generate PDF produces a job report with the sections you choose: job details, delivery address, tasks, materials, purchases, images, work notes, the activity log, profitability, customer feedback and the technicians involved. Leave profitability out for the customer's copy and keep it in for yours. Separate downloads give you the job's photos, its purchases and the work completed quotation as PDFs.

The Builder takes you through three steps: choose a source (jobs, quotations, invoices, purchase orders, transactions, stock transfers, stock takes, contacts, assets or projects), pick the columns, filters and sort order, then preview and export to CSV for Excel or your accountant.

Records created, updated or deleted across quotes, invoices, purchase orders, job cards and their tasks, materials, labour, time and photos, recurring cards, projects, contacts and users, is in the Audit Logs. Each entry shows the date and time, the user, what changed, and the old and new values, with the reason where one was required. Filter by record type, operation, user, customer or date.

Access is yours to decide: each part of the Reports app is a view an administrator grants per user, so technicians don't see margins unless you want them to.