Billing reports
Revenue, collections and outstanding balances by period and currency.
Reports Reporting and insights
Know how the business is doing.
Revenue, payments, pipeline and activity reports, built from the quotations, invoices and follow-ups your team already records.
Available Included in every ServiceConnect plan.
Why it matters
Numbers you can trust, without the export.
Month-end means exporting spreadsheets from three places and still not trusting the totals.
Reports read the same records the team works in every day, so the numbers are current and consistent.
Current numbers
Reports read live records, not last month's export.
One source
Sales, billing and activity come from the same customers and documents.
Easy to share
Export reports or send them to the people who need them.
Features
What Reports does.
Pipeline reports
Pipeline value, conversion and forecasts from your CRM.
Activity reports
Calls, meetings and follow-ups by person and period.
Industry reports
Reports specific to your workspace, such as occupancy or job costing.
Scheduled delivery
Send reports to chosen recipients and keep a history.
Exports
Export reports for your accountant or your own analysis.
How it works
From first step to finished work.
- RecordYour team works as usual.
- ReportNumbers update from live records.
- ShareExport or schedule delivery.
Who it is for
Built for teams like yours.
- Business owners
- Finance teams
- Sales managers
- Accountants
Availability and pricing
Reports is available now.
It is part of every ServiceConnect workspace, including the free plan. Plans differ by limits such as team members and monthly invoices, not by which tools you can open.
Compare plansFAQs
Questions about Reports.
Where do the numbers come from?
From the quotations, invoices, payments and CRM activity already in your workspace. Nothing is re-entered.
Can I send reports to someone automatically?
Yes. Choose recipients for scheduled reports. Recipient numbers and history depend on your plan.
Reports
Start with Reports. Add the rest when you need it.
Create a free workspace. Every tool works from the same customers and records.