Master Your Metrics: Professional Financial Reports for Contractors

You're an expert at your trade, not an accountant. WorkQuote's reporting features provide you with a clear, comprehensive overview of your business's performance, no spreadsheets required. From tracking income and expenses to analyzing job profitability, our easy-to-read reports help you make smart, informed decisions and optimize your operations.

Custom Date Ranges & Report Filters

Get the data you need for any period. Easily customize your report range to view stats for a single day, a month, or a year. You can also use multiple preset date ranges or set a preferred default. The report will include all data within your chosen range, giving you the flexibility to analyze your performance over time.

Customize to any date range
Multiple preset date ranges
Preferred range stays as default
Report includes all data in range

Business Growth Stats & Usage Data

See your business growth at a glance. View basic usage stats, including the number of customers, jobs, estimates, and invoices created within a specific date range. This information is essential for understanding your business's performance. You can also view and download all of your data.

See total items & itemized lists
Track new customers over time
View & download all your data
View all uploaded images

Get Your Estimate Approval Rate & Statistics

Estimate Win Rates & Performance

Get a clearer understanding of how your estimates are performing. Detailed reports show you the number of estimates sent, their approval rates, average time to acceptance, and the types of estimates created. This information allows you to identify trends and make informed decisions to enhance your business's profitability.

Multiple data points & graphs
Estimate approval average & rate
Estimate line item statistics
View all estimates in date range

Job Costing & Invoice Analytics

Get a deep dive into your job and invoice data. See the total number of jobs completed, the types of jobs performed, and their contribution to your overall income. This information helps you monitor your productivity and pinpoint your most profitable services.

View a list of jobs in date range
Job completion statistics
Job type and billable breakdown
Invoice paid time & stats

Realized Income Reports With Profit Loss Analytics

Realized Income, Profit & Loss Data

Analyze your income from invoices, including the total amount received, the types of income generated, and how they contribute to your overall financial health. Easily track your collected tax obligations and understand your gross and net totals, minus any losses.

Realized income data & graphs
View income types and bad debt
Track collected tax obligations
Gross & net totals minus loss

Payment Trends & Cash Flow View

Gain insights into your cash flow with a detailed payment breakdown. View total amounts received, the types of payments made (e.g., credit card, cash, check), and how they contribute to your overall income. This helps you understand payment trends and make better financial decisions.

Payment totals with graphs
Track totals for each payment type
View payment trends & percentages
Itemized payment breakdown list

Job Expenses & Profitability Tracking

Get a clear picture of your job profitability. View your expenses in detail, including the total cost of each job, the types of expenses incurred, and how they affect your overall profit and loss. This helps you understand where your money is going and how to optimize your spending.

Understand your business costs
View Profit vs. Loss data & graphs
Totals with itemized breakdown
View expense type totals

Export & Download Financial Data

You have full access to your data. View itemized lists within any report with clickable items to view the dashboard for each entry. For your personal records or tax purposes, you can download all of your report data in CSV format at any time. Your data is yours to keep.

View a list of data in report
Click a list item for its dashboard
Download data for any date range
Your data is yours to keep

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Service Business Reporting & Analytics FAQs

Find answers to common questions about our field service software.

WorkQuote allows you to generate essential financial reports including summaries of total income, outstanding balances, and profitability across specific timeframes. You can track all payments received and quickly identify all invoices that are overdue, ensuring better cash flow management.

Yes. The reporting features let you monitor your sales pipeline by tracking the status of all estimates Sent, Approved, or Lost. This allows you to calculate your estimate-to-job conversion rate (or win rate) and identify areas to improve your pricing strategy or sales process.

Absolutely. By accurately tracking materials and labor costs against revenue for every job, the reporting tool can generate profitability reports. This allows you to see which services or industries are the most financially rewarding, helping you decide where to focus your marketing efforts.

WorkQuote centralizes all financial data with time-stamped records. You can easily generate and export comprehensive reports of all transactions, income, and tax collected in formats that are compatible with standard accounting software, greatly simplifying the process of working with your bookkeeper or CPA.

Yes. Client management reports give you insight into your customer base, allowing you to track repeat business, service frequency, and lifetime customer value. This data helps you maintain client relationships and identify opportunities for marketing recurring service agreements.