What your team does out in the field has a direct impact on your financials, yet so many field service programs overlook this and fail to give you visibility over how well your business is doing financially. In fact, many don’t include any type of financial reporting at all.
mHelpDesk ties everything together and gives you access to financial reports that help you keep a pulse on your company’s most important numbers.
Highlights of using Financial Reporting software
- Easy to run and read
- Bar charts, pie charts and grids
- Download reports to .CSV
- Reports on revenue, balances and tax
Revenue by service or lead source
Having an accurate, real-time view of your revenue is core to growing and improving your business. With mHelpDesk, this is easy to access without leaving the system you know.
Outstanding balance per customer
Monitor and follow up with customers with outstanding balances to improve your account receivables and cash flow.
Stay on top of your business’ tax situation with reports centered around taxes related to the jobs you’ve done.
Sales by job type
Access your sales by job type to see which skills are driving your company’s growth and areas of future opportunity.
Sales by customer or staff
Do you know which of your customers are providing the most revenue to your company? Do you know which staff drive the most sales? You can with our financial reports.
Take Your Field Service Company to the Next Level with mHelpDesk
See all of mHelpDesk’s Features
Generate More Leads | End-to-End Job Management | Mobile Access | Customer Tools | Billing and Payments | Reporting | Integrations