Reporting
The four numbers that tell you how the business is doing
Revenue invoiced, cash collected, what is still outstanding, and where your team's hours went. Enough to run the business, without a dashboard-building exercise.
The problem
Most trade businesses find out they had a bad month from their accountant, six weeks after they could have done anything about it.
What it does
How reporting works in GoSmoko
Revenue and collections
See what you invoiced against what actually arrived, so a big month on paper is never mistaken for a big month in the bank.
Outstanding and overdue
One list of who owes you what and how late it is. This is usually the highest-value screen in the app.
Where the hours went
Time logged by job and by person, so you can see which work is worth quoting for again.
Job profitability
Compare what a job billed against the time and materials it consumed.
Step by step
What you actually do
- 1
Work normally
Reporting is built from the quotes, jobs, invoices, and payments you already record. There is nothing extra to fill in.
- 2
Check it weekly
Five minutes on a Friday tells you what to chase and what to quote next week.
The details that matter
- Figures come straight from your own records rather than a nightly aggregation, so nothing is ever a day stale.
- Amounts respect your configured currency and GST rate.
- Stripe fees are not deducted, so revenue figures are gross — worth knowing when you compare against your bank statement.
Questions
Before you switch
Can I export the numbers?
Push your invoices to Xero or MYOB and report from there for anything your accountant needs. Direct CSV export is on the roadmap.
Does reporting include GST?
Totals are shown including GST, with GST separated on each document so your return is straightforward.
Try reporting on a real job.
Fourteen days free, no card, no sales call. Bring one job across and see how it feels.