Reports Hub

Invoice Generation

Period invoices for posted job activity with 5+ template variants.

Invoice Adjustments

Credits, write-offs, reissues by reason code with full audit chain.

Period Cost Summary

Monthly labor + EQP + materials totals against budget.

Year-End Summary

Fiscal-year roll-up with comparatives and variance analysis.

Job Cost Rollup

Job-level totals broken down by activity, with YTD and lifetime view.

Job Budget vs Actual

Budgeted vs incurred cost by job and effort type with variance %.

Open Jobs Status

In-flight jobs with last-activity, completion %, and stalled flags.

Equipment Cost Analysis

Weighted-Avg Cost vs Selling Price trend, with rate-version annotations.

Equipment Utilization

Hours used vs available, by class and by individual asset.

PM Schedule Status

Upcoming PMs, overdue counts, and meter-based due dates.

EQP & Inventory Cost Comparison

Cost contribution by equipment class vs inventory SKU class.

Labor Detail

Per-employee, per-day hours with longevity, OT, and rate components.

Overtime Report

OT hours by employee/crew with thresholds and cost impact.

Inventory On-Hand

Current quantities by warehouse and SKU, value at weighted-avg cost.

Year-End PIC Summary

Physical Inventory Count vs system, with variance and adjustment posting.

Vendor Master Report

Active vendors with YTD spend, remit-to detail, and 1099 flag.

1099 Prep

Reportable vendor totals with W-9 status and TIN validation.

Batch Status

All batches by status, age, and stage in the approval chain.

Audit Trail

Searchable audit log: actor, before/after, IP, timestamp.

User Access Report

Roles, permissions, and access denials per user.