Reports, exports, and quick insights
Today, Toolfy focuses on reliable summaries and exports rather than complex in-app dashboards. Use the Payments page for a quick health check, then export detailed data when you need deeper analysis.
What you can see at a glance
Use the Payments and billing surfaces to understand how money is flowing through Toolfy.
Revenue overview
See total card volume, Toolfy fees, Stripe fees, and net payouts from the Payments page.
Outstanding invoices
Track how much is still unpaid so you know whether to chase collections.
Customer activity
Understand how many customers have had work completed in the last 90 days.
Tip: if you need historic trends or custom visualisations, export data first and build charts in your finance or BI tools.
Use exports for deeper analysis
Finance & accounting
- Export invoices, payments, and customers to CSV.
- Use the QuickBooks bundle for structured imports to Desktop or Online.
- Hand detailed reconciliations to your bookkeeper or accountant.
Operational performance
- Slice jobs by status, technician, or date range in exports.
- Calculate completion rate, average job value, or repeat work in spreadsheets.
- Share simple charts in team meetings without giving everyone Toolfy access.
Best practices for reporting
- Decide which weekly metrics matter most (revenue, overdue invoices, active customers) and review them at the same time each week.
- Use CSV exports as the source of truth for audits and board reporting—Toolfy and exports follow the same underlying data.
- If you maintain your own BI tool, schedule CSV imports or QuickBooks syncs as your single pipeline.