Once you’ve been using FieldPulse for a few weeks and have your customers added in, jobs being completed and quotes and invoices going out, it’s time to look at the reporting feature. This lets you take the pulse of your business with useful reports, and look for any outstanding receivables. We'll also cover how to check the profitability of your jobs.
With FieldPulse's reporting features, with just a few clicks you can easily create reports and export your:
To generate reports, click on 'Reporting' in the left side menu and choose the report you want to generate in the header. Next you'll enter the date range for the report and click 'Apply'.
You can use the 'Filters' button to apply any filters to sort through the information. You can also use the 'Export' button to export any report to .CSV so you can open it in any spreadsheet program. When viewing the information for any report, don't forget to scroll all the way over to the right, there is more information there!
You can track your receivables for a given period by navigating to the ‘Invoices’ section of the Reporting page and generating a report for the period you want to see. Then, click on 'Filters' and apply a filter by 'Status' to see only those invoice in 'Invoiced' (sent but not paid) and 'Partially Paid' status.
You'll then see a report of all invoices that are outstanding for the specified period. You can see the amount due, the amount paid and click on any of these invoices to go directly to them, so you can contact the customer.
You can record the costs of your line items internally to track the cost basis and profit margins of all of your quotes and invoices. Unit costs can be applied on items on the fly when creating them, or stored in your invoice item repository to be automatically calculated every time you create an invoice. We recommend setting up these costs ahead of time in the invoice item repository. You can see step-by-step instructions for setting up and managing your invoice profitability here.
Once your unit costs are entered for each line item, you can see the profitability of any job by opening the invoice and clicking on the 'Cost Basis' header:
To summarize, there are 3 main things you can look at to help get a feel for your business results in a specified period:
- Reporting shows you the following information for a specified period of time:
- Customer data
- Job records
- Timesheet data
- Apply the ‘Status’ filter
- Select ‘Invoiced’ and ‘Partially Paid’
- Add your unit costs whenever adding line items
- View the profitability of any invoice on the ‘Cost basis’ page