See how the business is really doing.
Plain reports that answer the questions owners actually ask: where do my customers come from, who owes me, and do my quotes match what jobs really cost?
How it works
Step 1: Work as you normally do
The numbers come from the quotes, jobs and invoices you already enter.
Step 2: Open Reporting
See money in, money owed and your busiest customers.
Step 3: Check your quotes
Compare what you quoted with what the job ended up costing.
Step 4: See what brings customers in
Know which share link or source brings in work.
What you get
- Money invoiced, collected and still owed.
- Where new customers come from: referral, Google, Facebook, yard sign and more.
- How your quotes compare with what jobs end up costing, so you can price better.
- Your top customers and your open invoices.
- Spreadsheet exports for your accountant.
Questions people ask
Does it connect to my accounting software?
Not yet. It exports spreadsheet files your accountant can open, and a QuickBooks connection is planned.
Can I see this on my phone?
Yes. The reports fit a phone screen.
Do I need to set anything up?
No. The reports fill in as you use the app.
More: Quotes and invoices, Getting paid, Customers and history
MyFieldBooks is a BLACKROADZ™ product.