8 Reports
15+ Metrics
0 Spreadsheets
Profitability Report
January 2026
Gross Margin
Gross Margin
68.2%
+2.4% vs last month
Net Margin
23.1%
+1.1% vs last month
Expense Breakdown
Payroll
$8,420 (52%)
Supplies
$1,940 (12%)
Transport
$1,450 (9%)
Overhead
$2,100 (13%)
Most owners think they know their margins. Then they see ours. The Profitability Report breaks down every expense category against revenue so you can see exactly where money goes — and where it leaks.
Profitability Report
January 2026
Gross Margin
Gross Margin
68.2%
+2.4% vs last month
Net Margin
23.1%
+1.1% vs last month
Expense Breakdown
Payroll
$8,420 (52%)
Supplies
$1,940 (12%)
Transport
$1,450 (9%)
Overhead
$2,100 (13%)
$22,500
$185
$3,200
Revenue isn't just a number — it's a trend. See where your income is growing, which months dip, and how your revenue per job and per hour stack up over time.
Stop guessing who your top performers are. The Team Performance Report ranks every cleaner by revenue generated, jobs completed, efficiency score, and customer rating.
Sarah Johnson
4.9
47
103%
38.5
Mike Thompson
4.7
42
98%
40
Lisa Chen
4.8
45
101%
37.5
David Kim
4.6
39
95%
36
Rachel Green
No booking in 45 daysTom Bradley
2 complaints this monthEmma Wilson
Cancelled last 2 recurringEvery cancelled customer costs you months of revenue. The Customer Health Report tracks churn rate, lifetime value, and cancellation reasons so you can act before it's too late.
You schedule 8 hours but your team only bills 6.5. That gap is eating your profit. The Efficiency Report shows utilization rate, scheduled vs actual hours, and average gap time.
Efficiency Report
January 2026
Utilization Rate
Utilization
91.4%
Avg Gap Time
18 min
Scheduled vs Actual Hours
Mon - Fri (Wk 1)
160h sched / 152h actual
Scheduled
Actual
Mon - Fri (Wk 2)
160h sched / 168h actual
Scheduled
Actual
Mon - Fri (Wk 3)
152h sched / 148h actual
Scheduled
Actual
Mon - Fri (Wk 4)
160h sched / 155h actual
Scheduled
Actual
Invoice Aging / A/R
As of January 31, 2026
DSO
28 days
Collection
94.2%
Outstanding
$13.4K
A/R Aging Breakdown
61%
25%
9%
5%
0-30 days
$8,200
31-60 days
$3,400
61-90 days
$1,200
90+ days
$650
The Invoice Aging Report shows exactly how much is outstanding, how old it is, and your collection rate. No more guessing who to follow up with — the data tells you.
Margins, expenses, profit per job
Trends, per-job & per-hour revenue
Per-cleaner revenue & efficiency
Churn, LTV, cancellation reasons
Utilization, scheduled vs actual
A/R aging, DSO, collection rate
Hours, overtime, labor cost
Per-job cost vs revenue breakdown
No credit card required. Set up in 5 minutes. Cancel anytime.
You get 8 full reports: Profitability, Revenue, Team Performance, Customer Health, Efficiency, Invoice Aging/A/R, Payroll Summary, and Job Costing. Each report includes multiple KPIs, trend data, and actionable breakdowns.
Yes. Every report can be exported to PDF for client presentations or CSV/Excel for your accountant. One-click export, no formatting headaches.
All reports support custom date ranges including daily, weekly, monthly, quarterly, and yearly views. You can also compare any two periods side by side.
Reports pull live data every time you open them. No stale numbers, no waiting for nightly batch jobs. What you see is what's happening right now.
Reports work automatically once you start using the platform. As you schedule jobs, track time, and invoice customers, your reports populate with real data. Zero configuration required.
You control access. Owners and admins get full access to all reports. You can optionally share specific reports with team leads or office managers through role-based permissions.
QuickBooks shows you accounting data. Spreadsheets show you whatever you manually enter. Our reports connect scheduling, timeclock, invoicing, and customer data into insights no generic tool can produce — like profit per job, cleaner efficiency, and customer churn risk.

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