Tutorial

Using this report, you can estimate your earnings based on your scheduled jobs.

You can use it to forecast your future earnings or analyze your estimated revenue based on historical jobs.

Getting Started

Navigate to Sitemap -> Earnings Forecast & Estimates

You can select a predefined date range, or a custom date range and create the report.

Filters

The advanced inline search option gives you the ability to filter your jobs based on:

  • Employee
  • Crew
  • Customer
  • Address
  • Product/Service

Each column in the jobs table has a separate search field. Enter your search here to narrow down the job list.