Reports
Each report shows only the figures your role can see.
Work done but not yet invoiced, with cost to complete and forecast cost.
What clients still owe, by how late it is.
The next 13 weeks of cash in and out, and the monthly view.
Quotes and Tenders won against lost, by count and by value.
Hours worked against hours available for each Tech.
Quoted margin, forecast margin and margin fade for each Job.
Each locked month's forecast against what was invoiced.
Supplier bills as a share of invoices, by month.
Days from a won Quote to its first invoice.
Maintenance revenue by month and the renewals due in 90 days.
Supplier bills waiting on a purchase order or a matching total.