Financial Reporting

Know exactly what every job — and every tech — earns you

Real job costing without spreadsheets: revenue, parts, commissions, fees, and tax broken down per job, per technician, per lead source, and per location.

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Fieldz AI financial reports with job profitability

True job profitability

Every job shows revenue minus parts, commissions, and processing fees — so you know your real margin, not a guess.

Commission settlements

Per-technician commission tracking with one-click settlements and a clear owed-vs-settled ledger.

Tax handled correctly

Tax collected is tracked separately and never inflates revenue — your reports match what your accountant expects.

Trends you can act on

Compare periods, track lead-source performance, and watch operating results move on your dashboard.

What you can do with financial reporting in Fieldz AI

Technician reports with commission splits and settlements

Job-source reports for marketing ROI

Expense tracking with categories and trends

Outstanding balance and deposit visibility

Custom date ranges with timezone-correct boundaries

CSV and PDF exports of every report

Financial Reporting — frequently asked questions

Can I track technician commissions?

Yes — set commission rules per technician, see what's owed in real time, and settle balances with one click. Settled amounts drop to zero automatically.

Does reporting handle sales tax correctly?

Yes. Tax is computed per service address, tracked separately from revenue, and reported in its own tax summary — so revenue is never overstated.

Can I see which lead sources make money?

Yes — job-source reports break revenue and profit down by where the job came from, so you know which marketing channels actually pay.

Try financial reporting free for 7 days

Every Fieldz AI plan includes the full platform — no add-ons, no feature gates.

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