Contractor Reporting & Insights
See your business health at a glance
Stay on top of your numbers without spreadsheets. Joist’s built-in reports give you an instant snapshot of your revenue, invoices, and sales tax, so you can make smarter decisions and plan what’s next.
Instant signup. 14 day free trial. No credit card required.
Make better decisions with real-time business insights
Your estimate, invoice, and payment data automatically feed into your reports. With Joist, you can skip the manual entry and go straight to organized data that helps you spot issues early and plan your next move.
Get a quick view of how your business is tracking this month
The overview report shows your current month’s revenue, invoices, and estimates in one place, so you can check progress.
- See revenue, invoice, and estimate totals together
- Check how the current month’s cash flow is shaping up
- Instantly identify any areas you need to troubleshoot
Instant signup. 14 day free trial. No credit card required.
Dig deeper into your business when you need more insight
Revenue, invoice, and estimate reports help you track trends and understand your profit margins—not just your total revenue.
- See revenue trends before slow periods catch you off guard
- Track invoice balances and status, and know when to follow up
- Compare estimate results to see what drives profit
Instant signup. 14 day free trial. No credit card required.
Keep your tax totals organized and accurate
Sales tax reporting automatically tracks and summarizes what you’ve collected across invoices, based on the applied tax rates.
- View sales tax totals for any filing period
- Avoid manual calculations or spreadsheets
- Stay ahead of tax deadlines with an accurate view of totals
Instant signup. 14 day free trial. No credit card required.
Find what you need and share it easily
Flexible filters help you get answers fast, plus easy exports let you send reports directly to your accountant or bookkeeper.
- Filter by date range or client to get the right data snapshot
- Focus on the numbers that need your attention most
- Export accountant-ready reports as .CSV files to share
Instant signup. 14 day free trial. No credit card required.
10 out of 10 hands down
Keep everything organized in one place
Reports give you the big picture. But Joist connects the details behind it too, so your clients, job costs, and records all stay organized. And your numbers are always accurate and ready to use.
Track Job Expenses
Capture and track expenses as you work, so every cost stays tied to the job and nothing gets lost in the shuffle.
Sync with QuickBooks
Connect your Joist and QuickBooks accounts, so your books sync automatically and stay up to date —without extra steps.
Manage Client Records
Keep customer details, private notes, billing history, and contact preferences together and organized, so you have the full picture.
Reporting FAQ
The easiest way to understand your revenue is to look at it over time using a simple dashboard that brings everything together. Seeing monthly or yearly totals helps you spot trends, plan for slower seasons, and understand when your business is most profitable.
With Joist, your revenue is already tracked through your invoices and payments, synced in real-time. You can view reports for any time period and get a clear snapshot of your business health instantly, without doing the math yourself.
Yes. Since accountants and bookkeepers need clean, organized records, the simplest approach is to keep everything in one place. Then, you can export revenue and sales tax reports in a format they can easily review.
If you’re using Joist, you can filter your estimates, invoices, and payments by date and export them as a single CSV file. It’s easy to share and accountant-ready without extra prep.
An Accounts Receivable (A/R) report shows which customers still owe you money and how long those invoices have been unpaid. It’s key for staying on top of cash flow and knowing who to follow up with next.
Your invoice report in Joist gives you this same info with a clear-cut view of outstanding and overdue invoices. You can quickly see what’s unpaid and take action before it becomes a bigger issue.
Sales tax can add up quickly, and it’s easy to make mistakes if you’re tracking it manually. The best approach is to keep a running total of tax collected so you’re ready when it’s time to file.
With Joist, sales tax is automatically tracked on your invoices. You can run a report for any period and see exactly how much you’ve collected, making filing faster and more accurate.
Tracking your estimates shows how much work you’re bidding on and how much of it turns into real jobs. With Joist, you can see estimate activity alongside your other reports, making it easier to compare what you’ve sent versus what’s been approved. This helps you decide if you need to adjust pricing, follow up faster, or take on more work.
Free Resources on Reporting & Insights
Get a clearer view of your contracting business with tools and guides that help you track performance, understand what’s driving your business, and stay organized without spreadsheets.
Explore all articles & guides on accounting & reports
Our free guides show how to manage your books, track cash flow, and use your data to make smarter business decisions.
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