Reporting & business overviewWorking preview
See the business behind the busy day.
Bring job progress, schedule, and recorded money into view.
Early working preview · Sample company · No card requiredReporting & business overview
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
✓
Review active work and upcoming tasks
02
See recorded invoices and job finances
03
Export workspace records as JSON
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Use the overview to orient the day around active work and recorded finances. Open the underlying project or invoice when a number needs a closer look.
See recorded invoices and job finances
Explore in the previewExport workspace records as JSON
Explore in the previewCURRENT AVAILABILITY
Try the workflow. Know the boundaries.
Custom report builders, scheduled report delivery, consolidated company reporting, and live accounting analytics are not available.
Read the full product statusWorking preview
Reporting & business overview
- Release stage
- Early working preview
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Explore sample records
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.