Revenue
Contracts and clicks: amounts from finalised contract billing runs, by the month the run period ends. Draft runs are not counted.
Service invoiced: lines on issued invoices for jobs, by issue date. Credit notes count negative.
Costs
The catalogue cost price of parts used on jobs, and hours on site and travelling × each engineer's hourly pay.
Tips
- Fill in cost prices in the price list and each engineer's pay per hour on their page under Team › Engineers & team, or the costs will be too low.
Works together with
- ReportsThe whole fleet month by month: copies, visits, callbacks, response time, engineer hours, and for owners and admins revenue and costs.
- Finalise a billing run and create invoicesFinalising locks the run. Then Create invoices makes one draft invoice per paying company, without ever invoicing a line twice.
- Parts & services (price list)Your catalogue of parts, toners and services with selling prices, used on jobs, quotes and invoices.
- Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.