Reading your Reports

Reading your Reports

The Reports tab is your business at a glance: what you’ve collected, what’s still unpaid, what’s on the calendar, and how your AI agent and website are pulling their weight. Here’s what each number actually counts — so when something looks off, you know where to look.

Money KPIs

• Collected today — dollars you marked paid today (cash basis). On appointment businesses that’s the Paid toggle; in Jobs mode it’s Mark paid on the job.
• Scheduled this week / this month — the dollar value of work on the calendar in that window, paid or not. Think of it as committed work.
• Unpaid — the dollar value of visits/appointments that aren’t marked paid yet (what’s still owed on the books).

Collected vs unpaid chart

The main chart stacks two series over Week / Month / 3 Months:

• Collected (solid gold) — money settled in that period.
• Unpaid (lightly grayed, dashed) — calendar work in that period that still isn’t marked paid.

Below it, the visits / appointments per day chart is volume only — how many sit on your calendar each day for the same period. Money stays in Collected above.

Home Insights (last 7 days)

Your dashboard home has a matching picture: Collected ($), AI booked (appointments your agent created), and Calls handled. Overview cards show Collected today and a count of Visits today or Appointments today — not a second dollar total for the day’s schedule.

Where the money number comes from

For appointment businesses, Collected follows the Paid toggle on each appointment. By default, Settings → Payments has “Automatically mark past appointments as paid” switched on — appointments count as paid once their time passes, and you un-mark the ones that didn’t pay (that sticks). Prefer to be explicit? Switch it off and mark each appointment paid yourself from the calendar. Either way, service prices come from your Service Catalog.

In Jobs & Field Service mode, itemized quotes & invoices set the value per job, and you settle with Mark paid (amount collected / balance due) on the job — not a separate toggle per visit. Collected is dated when you mark it paid, so Home and Reports move the same day you settle.

Invoices & Quotes (Jobs mode)

In Jobs & Field Service mode, Reports adds a dedicated Invoices & Quotes tab: your outstanding balance, overdue count, quotes awaiting a reply, and approved-but-not-yet-invoiced work up top, then every invoice (total, collected, balance, status) and every quote below. A document shows here the moment you generate it — marked Draft until you send it, then Sent, Approved, Paid, or Overdue as it moves — so nothing appears out of nowhere. Tap any row to open the document, or the Job → chip to jump into the job.

Taxes & Exports

Bookkeeping has its own tab so it never crowds your money story. In Jobs & Field Service mode it shows sales tax collected this quarter — totaled from fully-paid jobs on a cash basis (tax counts when the job is settled, not when it’s invoiced). When the filing deadline comes around, the number’s already waiting.

The same tab holds two export buttons with clean CSV files for your accountant, your spreadsheet, or your own peace of mind:

• Appointments CSV — every appointment with date, time, client, phone, service, staff, status, paid, source, and job number
• Invoices CSV — every job with line-item totals, discount, tax, sent and due dates, and a real status: paid, partially paid, overdue, sent, quote approved, quote sent, or draft

AI Agent & Site

The second tab covers the front desk: Calls handled, average call duration, SMS conversations, page visits, and Appointments booked / Jobs booked by your AI. Pair it with your calls inbox when you want to hear the calls behind the numbers.