Field Service Reports and Insights

Clevra Reports page with financial reports, work reports and client reports

What is field service reporting software?

Field service reporting software turns your jobs, invoices and timesheets into reports you can filter and export. Clevra has 23 reports across money, work and clients, from aged receivables and tax to team productivity and lead source, each with totals and CSV or Excel export.

Financial reports

Projected income, transactions, invoices, tax, aged receivables, bad debt, client balances, revenue and expenses. See what is owed, what came in and what you collected for tax.

Work reports

Estimates, visits, one-time and ongoing jobs, requests, team productivity, products and services, timesheets and checklists. See where the hours and the work went.

Client reports

Clients, lead source, re-engagement, communications and property list. See where your work comes from and who you have not heard from in a while.

Filter, total, export

Pick a date range or preset like this month or last quarter, filter the results, and export to CSV or Excel for your bookkeeper. Revenue and payments also sync to QuickBooks Online.

Or just ask

The AI Business Assistant answers questions like who owes you money, using these same reports as its sources.

More on how Clevra works: Scheduling, Estimates, Invoicing, Payments, CRM.

Coming soon

Switching from Jobber or Housecall Pro?

All 23 reports come with Pro and Business, and the AI Business Assistant can answer questions from them the day you import your data. Want a hand moving over? Book a call with our team and we will help.