PS

Financials

Financial Management

Job costing, invoicing, receivables, and profitability intelligence.

Financial reports

Export-ready reports for owners, managers, and accounting.

Profit & Loss

Revenue, costs, and margin by period with YoY comparison.

Revenue report

Revenue by customer, job type, and month.

Job profitability

Line-by-line margin for every job.

Customer profitability

Lifetime margin and pricing recommendations.

Aged receivables

Outstanding invoices by age bucket.

Labor cost report

Hours, cost, and productivity by crew.

Material cost report

Material spend, waste, and supplier comparison.

Expense report

Expense categories, top vendors, and trends.

Profit & Loss · YTD

vs. prior year

Line itemYTD 2026YTD 2025Δ
Revenue$0$0+$0
Cost of goods sold$0$0+$0
Gross profit$0$0+$0
Gross margin0.0%NaN%+NaNpp
Labor cost report

Labor is 1.1% of revenue

MR

Marcus Rivera

17.4h · 1.4h OT · $62/hr

$1,124

TW

Terrance Wolfe

16.6h · 0.6h OT · $52/hr

$881

JC

Jamie Chen

8.4h · 0.4h OT · $48/hr

$416

NK

Nina Kowalski

8.0h · 0.0h OT · $68/hr

$544

DA

Diego Alvarez

3.2h · 0.0h OT · $42/hr

$133

NM

Nicole Mann

0.0h · 0.0h OT · $78/hr

$0

Aged receivables snapshot

By age bucket

BucketBalanceShare
Current$00%
1-30 days$00%
31-60 days$00%
61-90 days$00%
90+ days$164,779100%
Expense report · QTD

$16,818 across 10 entries

CategoryAmountEntries
Insurance$4,8501
Equipment$4,5202
Materials$3,4201
Subcontractor$2,2001
Training$1,2751
Supplies$2181
Office$1891
Fuel$841
Travel$621