Reports & PDF Guide
Reports & PDF Guide
Go to Reports
Tap a site name
Select one or more months (only months with activity are shown)
Tap Generate for Client or Generate Full Detail
Share or save the PDF
Site and customer details
Selected report period
Site amount, extra charges, discount, tips
Total billable amount
Payments received and balance due
Worker attendance summary (for day-wise sites)
Work details notes (if added)
Payment history
Everything in the client report, plus:
Expense breakdown
Material list
Net profit
Worker-wise attendance and amounts
Complete attendance log with work notes
After generating, use the iOS share sheet to send via:
Files / iCloud
AirDrop