In this video we discuss the functionality of Kickserv's default reports, available to all paid plans. These reports cover three main sections: sales and marketing, work, and finance. Within each section, various reports are available to track revenue, customer activity, expenses, productivity, and more. Examples include customer reports, revenue by service reports, jobs completed reports, and accounts aging reports. We demonstrate the flexibility of these reports, noting the different criteria that can be used for data retrieval. Additionally, users are informed about the option to create custom reports for specific business needs, available for standard plans and above.
Points of interest in the video:
Sales and Marketing Reports:
Work Reports:
Finance Reports: