Reports Reference

Shows all visits in any defined time frame with hours, revenue, and location detail.

• Budgeted Man-Hours and Actual Man-Hours are both duration × number of men.

Shows scheduled visits that have not been completed as of a cutoff date.

• Visits still in Scheduled or Dispatched status on or before the cutoff — work waiting to be started.

Shows how many clients receive each service and the share of the client base.

Shows the active services each client is signed up for.

Shows visit progress and earned vs pending revenue for each service package.

• Counts visits, not jobs. Total Visits counts every visit on each package job, cancelled included; Completed counts visits in Completed status; Cancelled counts cancelled visits; Remaining is Total − Completed − Cancelled.
• Earned is completed visits × the per-visit amount — the visit's own rate × qty when set, otherwise the job total split evenly across its non-cancelled visits. Pending is the job total minus Earned. A package job with no visits generated yet shows entirely as Pending.

Shows visits that were skipped in any defined time frame, with the reason.

A list of packages with a renewal setting, ready to renew.

Contract budgeted-to-date vs. invoiced-to-date revenue for each active contract.

• Budgeted to Date sums the contract's monthly amounts from the start month through today (or the contract end).
• Over / (Under) is invoiced-to-date minus budgeted-to-date.
• A contract that starts mid-month is still credited a full month's budget for that first month.

Shows quantity and amount for each service across three stages: Estimate, Job, and Invoice.

• Amounts exclude sales tax. Job amount is line qty × rate on the job's service lines (the sold template), not per-visit delivery — for a recurring job this is a single snapshot, not a sum across every visit, so it won't reconcile 1:1 against Invoiced Amount.
• Excludes deleted estimates/jobs/invoices, cancelled jobs, and draft or void invoices.

Projects budgeted man hours and revenue for the next 12 months from currently scheduled visits.

• Based on visits currently in Scheduled or Dispatched status from today through the next 365 days (Eastern calendar dates).
• Budgeted Man-Hours are duration × number of men.

Post-application compliance record of chemicals actually applied — date, EPA #, quantities, conditions, applicator, and license number.

• Only chemicals marked as applied (Used) are included — planned applications that were never made are excluded. Service Date is the date the visit was actually worked when the application is tied to a visit.
• Applicator Name populates whenever an applicator is assigned to the application. Applicator License Number only populates if that employee had a license on file at the time. Application Start/End Time populate only when entered on the application record, independent of licensing.
• Chemical Amount is the concentrate used; Solution Amount is the total mixed solution actually applied.

Chemical quantities needed for scheduled and dispatched (not-yet-started) visits — use to load the truck before the day's chemical jobs.

• Includes visits in Scheduled or Dispatched status only; in-progress and completed visits are excluded.

For every product (chemical or general material): quantity needed for outstanding scheduled and waiting-list jobs, amount on hand, amount on order, and the resulting shortfall — with the ability to create a Requisition or PO directly from a shortfall.

• Chemical quantities require an Area Custom Field under Settings > Chemical Tracking and a default Application Rate on the product. General materials come from each job's Products section.
• Chemical demand is the concentrate amount to stock or order, not the raw "applied X per area" rate — when a rate is configured with a diluted/mixed unit (e.g. 1 gallon of finished spray-mix per 1,000 sq ft), the report resolves the rate's dilution settings and the org's unit conversions to back out the concentrate, the same calculation the Daily Load List report uses. It used to report the mixed-solution figure directly, overstating purchasing needs by the full dilution ratio.
• Amount on Order sums line-item quantities on open Requisitions (pending approval/approved) and Purchase Orders (requested through partially fulfilled) for that product, less any quantity already received against those PO lines.
• Demand counts visits in Scheduled, Dispatched, or In Progress status, plus waiting-list jobs that have not been dispatched yet. Only job products still marked Pending count — products already marked Invoiced or Used are excluded, since their quantity has already come out of on-hand.

What each crew needs to load on the truck for a given day — chemicals (concentrate amount and finished spray-mix volume) and general materials, grouped by crew.

• Defaults to the org's current operating day. Chemical amounts use an already-entered application record for that visit when one exists, otherwise fall back to the default Application Rate × an Area Custom Field on the property — the same estimate Materials Needed uses.
• Mix volume is the total finished spray solution (e.g. gallons of mix), computed from the product's default rate's dilution settings — it only appears when that rate has a Mixed with Water/Product ratio configured with convertible units.
• Crew is the visit's crew override if set, otherwise the job's default crew; visits/jobs with no crew assigned appear under Unassigned. A row that can't be reduced to one unit (e.g. stops recorded in different units) says why instead of printing a number.

Shows bundled services included on each contract (e.g. 25 mowings) against actual completed visits, so you can see which contracts are running over.

• Visits used counts a completed visit only if it's linked to a job service matching this bundled service — same logic as the Included Services tab on the contract.

Shows the clients that owe you and how much.

• Balance is the client's Account Balance — issued invoices only. Draft invoices are not included; they appear on the Income Not Invoiced report instead.

Shows a client contact list with the ability to sort by account balance and sales rep.

Shows clients and their phone numbers, filterable by sales rep.

Shows if a client typically pays by check or card.

Shows word-of-mouth referrals — who referred each client.

Shows new clients in any defined time frame.

Shows a list of clients who cancelled service, the date, and reason stated.

Shows how many cancellations occurred, broken down by reason, source, and sales rep.

Shows new clients grouped by postal code, source, and sales rep.

Shows which clients were served in any defined time frame — completed visits, revenue, and man-hours per client.

• Formerly "Clients Report by Completed Jobs." Counts completed visits (a recurring job contributes one row per completed visit), not distinct jobs.

Shows a single-line summary of all client contracts including billing day and monthly amounts.

• Monthly columns use the contract's per-month schedule when set, otherwise the flat monthly amount.

New clients, new leads, conversion rate, and terminations for the last 3 months.

• New Leads = accounts created in the month (any current status). Converted = accounts whose Client Since date falls in the month and that are/were clients. Conversion % = Converted ÷ New Leads.

New leads, converted leads, average days to convert, and cancellations for a date range, plus current totals.

• New Leads = accounts created in range that are still leads (open or lost). Converted Leads = accounts whose Client Since date falls in range. Avg Days to Convert = created → Client Since, over converted accounts whose Client Since is after their created date (accounts created directly as clients are excluded). Total Clients = active + inactive + cancelled; Total Leads = open leads only.

Shows every invoice line item in the period — what was billed, to whom, and for how much.

• Excludes line items on draft and void invoices.

Shows payments received per day, broken out by payment method.

• Cash only: excludes account credits and AR write-offs; amounts are net of refunds.

Processing fees collected from clients on card payments — this is company revenue, tracked separately from the invoice amount it was collected alongside.

• Only card payments carry a fee — ACH payments are always fee-free by design.
• A fee of $0 on a card payment means the fee was waived or the balance was under the settings threshold.
• Cash only: excludes account credits and AR write-offs; Payment Amount is net of refunds.

Totals invoiced revenue by billing postal code.

• Excludes draft and void invoices.

Shows invoiced revenue per service line item, broken out by month.

• Revenue is reported on the invoice date. Draft and void invoices are excluded.

Shows completed visits with budgeted vs actual hours, man-hours, and revenue.

Totals completed-visit revenue and man-hours by sales rep.

Shows which sales rep sold what service and to whom, with per-visit revenue detail.

Totals sold jobs per sales rep — job count, service, product, and job totals.

• Based on the job's Date Sold.

Shows each job sold in the period with its services, sales rep, source, and total.

Compares invoiced revenue to payments collected, month by month.

• Invoiced reflects the invoice date and excludes draft and void invoices. Collected reflects the payment date and is cash only — excludes account credits and AR write-offs; net of refunds.

Shows credit card payments received, including processing fees where applicable.

Shows employee contact info, employment status, and emergency contacts.

Shows contact info for everyone with contractor employment status.

Shows vendors and subcontractors with their contact information.

Shows inventory products with cost, price, and stock levels.

Shows non-inventory products with cost and price.

Scheduled jobs that require a call-ahead reminder before the crew arrives.

Shows the service catalog with rates, production rates, and targets.

Shows jobs that have been placed on hold.

Shows the material and labor cost of each job with budget vs actual detail.

• Built per completed visit whose completion date falls in the window. Revenue is the visit's service rate; labor is the crew's clock-out labor cost when one was recorded, otherwise estimated as man-hours × the crew's average labor burden rate and marked with a dagger (†); materials are the job materials logged against the visit.
• All hours are man-hours (crew hours × number of men).

Shows revenue and cost by service in any defined time frame.

• Built from the same per-completed-visit costing as the Job Costing Report. A visit with several services is split across them by each service's share of the visit's man-hours.
• Labor marked with a dagger (†) was estimated as man-hours × crew labor burden because no crew clock-out recorded actual labor.

Shows completed visits with budgeted vs actual man-hours, revenue, and labor cost per visit.

• Budgeted and Actual Man-Hours are both duration × number of men.

Shows visit count, revenue, labor cost, and man-hours grouped by service.

• Visits with multiple services are grouped by the combined service list.

Compares each service's assumed production rate (sq ft per man-hour) against what crews actually achieved, to flag rates that need recalibrating.

• Only includes services set to the 'production rate' budget method — manual-rate services have nothing to compare against.
• One row per completed visit × service — the filter is on the visit's own status. A recurring job's visits still in progress or not yet done are excluded, even if the job itself is marked complete.
• Rate Variance is actual vs. assumed, as a percentage. Negative means the job took longer than the assumed rate predicted (the rate may be set too aggressively); positive means it went faster (the rate may be too conservative).

Work-in-progress schedule for Projects: percent complete by cost-to-cost, earned revenue, and whether each job is over- or under-billed.

• % Complete is cost-to-date ÷ EAC (estimated cost at completion) — not the manual progress field on the project.
• Over/(Under) Billed is billed to date minus earned revenue. Positive means billings are ahead of the work (healthy); negative means the work is ahead of billing (you're financing the job).
• EAC is seeded from the linked estimate when a job is converted, then re-forecastable on the project — projects with no EAC set show 0% complete.
• Cost to Date counts PO and requisition lines assigned to the project, excluding draft and rejected POs and requisitions. Billed to Date counts issued (not draft or void) invoices, before tax.

Totals invoiced income per client — subtotal, tax, total, and amount paid.

• Excludes draft and void invoices.

Shows every open invoice with a balance due and how many days overdue it is.

• Excludes draft and void invoices — only issued invoices are receivables.

Shows prepayments received, how much has been applied, and what remains.

• Cash only: excludes account credits and AR write-offs. Applied Amount is net of refunds.

Income by invoiced line item (accrual basis) less job material and field labor costs.

• Accrual basis: income is counted on the invoice date regardless of when payment is received. Draft and void invoices are excluded.
• Expenses include job material costs (by purchase date) and field labor costs (by visit completion). Overhead and non-job expenses are not included.

Income by payments received (cash basis) less job material and field labor costs.

• Cash basis: income is counted when payment is received, not when work is invoiced. Cash only: excludes account credits and AR write-offs; net of refunds.
• Credit card processing fees are the surcharge collected from clients on card payments (never on ACH) — separate from the invoice amount itself.
• Expenses include job material costs (by purchase date) and field labor costs (by visit completion). Overhead and non-job expenses are not included.

Shows taxable, non-taxable, and collected sales tax totals by month.

• Tax is reported on invoice date (accrual). Excludes draft and void invoices.

Shows every activity on client accounts — notes, calls, emails, invoices, payments, and visits.

Shows every activity on lead accounts — notes, calls, emails, and estimates.

Shows draft invoices — revenue already entered on a job but not yet finalized and sent to the client.

• Draft invoices only, by invoice date. A row drops off once the invoice is printed, sent, or voided. Completed visits that have not had an invoice created at all do not appear here. This is the only report that shows draft invoices — every revenue and receivables report excludes them.

Shows completed and in-progress visits for clients who still have an outstanding balance.

• Completed and in-progress visits only (by scheduled date); amount is the visit rate × qty before tax.
• Account Balance is the client's current outstanding balance (issued invoices only), repeated on each of their visits — it is not summed.

Shows payments with money still unapplied to an invoice, including prepayments and credits.

Shows finalized invoices by sales rep for commission calculations, excluding sales tax.

• Rows appear once an invoice is finalized (not draft or void), regardless of payment status. Amounts exclude sales tax.

Every recorded change across Equipt and Landscapt — who changed what, when, and from what value to what.

• Entries are written by database triggers, not the app, so they cover every path a change can arrive through — the UI, the API, an automation, or an import.
• Changed By reads "system" when the change came from a background job (a contract renewal, a scheduled invoice run) rather than a signed-in person.

Permission, user, credential, and approval-chain changes only — the review you want before an audit or after someone leaves.

• Covers user profiles and roles, permission sets, API keys, third-party integrations, OAuth tokens, and approval flows.
• Secret values (API keys, hashes, tokens) are never recorded — an entry says the credential changed, never what it changed to.
• A user moving between organizations is recorded against the organization they left, so it stays visible here.

How many changes each person made, broken down by record type — useful for spotting an unexpected burst of edits.

Shows new leads received in any defined time frame.

• Accounts created in the range that started as a lead: still a lead (open or lost), or converted to a client after the day they were created. Accounts created directly as clients are excluded.

Shows how long open leads have been sitting, bucketed by age and source.

Shows leads that were closed without converting, grouped by reason.

• Leads closed without ever converting to a client (status = Lost). A lost lead is never counted as a client anywhere in reporting.

Month-by-month view of new leads, conversions, terminations, and running client totals.

• New Leads counts accounts created that month, whatever their status is today; totals are as of month end.
• Client Total = accounts that had converted (Client Since) by month end, are/were clients, and had not been cancelled by then. Lead Total = accounts created by month end that were still a lead at month end (open, converted later, or lost later).

Shows lead, client, cancellation, and lost-lead counts by source with conversion percentage.

• Conversion % = accounts that became clients (Clients + Cancelled) ÷ all accounts from the source (Leads + Clients + Cancelled + Lost).

Shows all estimates in the pipeline with their stage, value, probability, and age.

Shows every service line on accepted and invoiced estimates with hours, cost, and value.

• Excludes declined line items (line status = lost) — e.g. a tier the client unchecked when accepting in the portal.

Totals accepted and invoiced estimate lines by service — line count, value, hours, and cost.

• Excludes declined line items (line status = lost).

Compares each accepted estimate's value against what was actually invoiced and paid.

• Invoiced and paid values are summed across all non-void invoices linked to each accepted or invoiced estimate.

Shows each sales rep's win rate by estimate count and by dollar value for a date range.

• Won = accepted or invoiced. Draft estimates were never presented to a client and are excluded from both counts and amounts. An estimate a client declines in the portal moves to Lost and counts against the ratio.

Shows estimates created or sent per day over the last 7 days.

Five fixed-window variants of the same report: budgeted vs actual hours and revenue for that period's visits, grouped by crew with a subtotal row per crew.

• Grouped by crew (Assigned Resources), with a subtotal row per crew.
• Only completed and in-progress visits are included — scheduled, dispatched, cancelled, and skipped visits have no actual hours to compare.
• Budgeted Hours and Actual Hours are both man-hours (duration × number of men).
• Hours Variance is Budgeted Hours minus Actual Hours; negative means the visit ran over budget. It is blank until a visit has actual hours.
• The Revenue / Man Hour chart is total revenue ÷ total man-hours per crew (not an average of per-visit rates).

The same report as above, but lets you pick any From/To date range instead of a fixed window — defaults to month to date. The five fixed-window variants can also be scheduled for daily PDF email delivery.

• Grouped by crew (Assigned Resources), with a subtotal row per crew.
• Only completed and in-progress visits are included — scheduled, dispatched, cancelled, and skipped visits have no actual hours to compare.
• Budgeted Hours and Actual Hours are both man-hours (duration × number of men).
• Hours Variance is Budgeted Hours minus Actual Hours; negative means the visit ran over budget. It is blank until a visit has actual hours.
• The Revenue / Man Hour chart is total revenue ÷ total man-hours per crew (not an average of per-visit rates).

Shows total hours worked and labor cost by employee in any defined time frame.

Shows total hours worked and labor cost by crew in any defined time frame.

Shows individual clock-in/out entries with breaks, hours, and labor cost per employee.

Buckets each client's open invoice balances by how many days past due they are.

• Reflects invoices open today — not a point-in-time snapshot.
• Excludes draft and void invoices — only issued invoices are receivables.

Shows each client's outstanding balance alongside their most recent invoice and payment.

• Outstanding balance and Last Invoice exclude draft and void invoices. Last Payment is cash only — excludes account credits and AR write-offs.

Shows forms and the number of responses received in any given time frame.

• Responses marked Spam or Ignored are not counted. Date bounds are calendar days in Eastern time.