The month-end lookIn Settings › Reports & CPA export
In Settings › Reports & CPA export
The month in one PDF
Monthly PDF under Reports & CPA export is the month in one document — the thing to forward to a partner or a lender who wants a summary, not a login.
Example screenStart here · On a computer
- 1Settings
- 2Reports & CPA export
On your phone: Settings → Reports & CPA export → Monthly PDF reports.
In Settings › Alerts
The weekly email
Under Settings → Alerts, Email reports and tips controls weekly reports, setup tips and other business summaries.
Start here · On a computer
- 1Settings
- 2Alerts
Email reports and tips.
In Settings
What DeskOps sends you
Weekly and monthly numbers by email, and an optional Monday production report from the Jobs board when you have a crew.
Example screenRoute 1 · On a computer
- 1Settings
- 2Alerts for the numbers reports
Route 2 · On a computer
- 1Settings
- 2Job setup for the Monday production report
On your phone: Settings → Alerts; Settings → Job setup.
Want to look at your own?
Turn the weekly email on for the first months, then off once Home is a habit.