See how your business is performing.
Fieldify turns the information you already record into a clear picture of your business. See what you are invoicing and getting paid, how customers are paying, how much work your team is completing and how many of your quotes are turning into jobs.
- 14-day free trial
- No card required to start
- Install it on your phone, tablet or computer
Reports
How the business is doing, over a period you choose.
Money
Received
£7,257.60
paid in this period
Invoiced
£9,497.60
raised in this period
Outstanding
£4,824.00
owed right now
Overdue
£504.00
past its due date
Money in, by month
From payments recorded against your invoices.
How you got paid
- Bank transfer84%£6,096.38
- Card (paid online)16%£1,161.22
Reports
How the business is doing, over a period you choose.
Money
Received
£7,257.60
Invoiced
£9,497.60
Outstanding
£4,824.00
Overdue
£504.00
Money in, by month
Reports
Money, this month.
Received
£7,257.60
Invoiced
£9,497.60
How you got paid
- Bank transfer84%£6,096.38
- Card (paid online)16%£1,161.22
Money
See what you invoiced and what you actually received.
Compare the value of invoices raised each month with the payments that actually came in. Seeing the two side by side makes it easier to understand your cash flow and spot when money is taking longer to reach you.
Money in, by month
| Month | Invoiced | Received |
|---|---|---|
| August | £9,497.60 | £7,257.60 |
| July | £8,420.00 | £8,420.00 |
| June | £11,890.00 | £9,306.00 |
Outstanding right now£4,824.00
Work
See how much work you are getting through.
Track how many jobs your team completes each month and see the average value of the work you are doing. It gives you a clearer picture of whether a busy diary is actually translating into a good month for the business.
Jobs done
19
this month
Jobs booked
24
this month
Average job
£382
received ÷ done
Received
£7,257.60
this month
Quotes sent
22
this month
Conversion
68%
quotes accepted
Quotes
See how many quotes turn into jobs.
Track how many of the quotes you send are accepted, so you can see your conversion rate at a glance. Over time, it gives you a better idea of how well your quotes are performing and whether you may need to take another look at your pricing.
How you got paid
- Bank transfer12 payments
- Card (paid online)5 payments
- Cash2 payments
Customers
See which customers are actually worth having.
Your customers are ranked by the money that has genuinely reached you, not by what you invoiced them, because the best customer is the one who pays. Alongside it you can see how many came back for a second job, which is usually the number that decides whether a quiet month matters.
Customers by money received
| Customer | Jobs | Received |
|---|---|---|
| Northgate Property Group | 14 | £11,240.00 |
| Whitcombe Lodge | 6 | £4,880.00 |
| Meanwood Community Hall | 9 | £3,415.00 |
Customers who came back14 of 38
The period
Look at any stretch of time you like.
Reports open on the last twelve months, which is long enough to see a season. Change it to this month, last month, the last three, this year, this tax year, all time, or dates you pick yourself. Quiet months are still drawn rather than skipped, so the shape of the year is honest.
Period
Nothing to fill in
Your figures update as you work.
Your reports are built from the jobs, quotes, invoices and payments you already record in Fieldify. There is nothing extra to fill in. Keep your day-to-day records up to date and your business figures stay up to date with them.
Report
Money in, by month
Payments recorded against your invoices.
Received, last three months£24,983.60
Connected, not isolated
Every part of Fieldify works together.
Get started
Less admin. More getting things done.
Start your 14-day free trial today. No card required to start.