What it is
Diary, Hours vs Estimate and Travel are three separate reports, each its own screen with its own 📄 PDF and 📊 CSV / Excel buttons. On a phone, tap Reports and open Scheduling System; on a computer they sit under Scheduling Reports in the sidebar. You only see the reports for the tools you have access to.
Diary
Pick a period — this week, this month, this year or all time — and Diary reads your appointments back. Three tiles across the top count the appointments, the hours booked and your no-show rate, and the dark blue band shows what you actually completed against everything that was booked.
- Lost to no-shows and cancellations: what those appointments were worth, so you can see the cost of people not arriving.
- By status: confirmed, pending, complete, no-show and cancelled, each with its count, hours and value.
- By client: each client's appointments, what they are worth and how many times they did not turn up, most valuable first. The screen shows the top 12; the PDF has everyone.
The rand figures add up each appointment's price. Type one under Add more details → Price when you book a customer in the Diary; an appointment logged through Quick Log or the WhatsApp bot with an amount — "Book Sarah for Friday 2pm, braai catering R1500" — keeps that price. An appointment saved without a price counts in the tiles and statuses but adds R0. Still to collect on completed work counts each completed appointment's price, less any deposit, until its money is recorded: less its payment once that is logged, what its invoice still owes once it is invoiced, and nothing once you say it is already recorded — all from the buttons that appear when you mark it complete.
Hours vs Estimate
Every job linked to a quote with estimated hours shows the hours to date versus the hours quoted, a progress bar, and a badge — Over (red) when it has passed the quote, Near limit, or On track. It also splits the hours into billable and non-billable, so when a job runs over you can decide whether to bill the extra or absorb it. Time with no estimate to compare is listed below, under Other logged time. To feed this report, put an estimated-hours figure on the quote and pick that quote under Link to quote when you log time.
Travel
Pick a period — Tax year (the default, with a year picker), This month, Calendar year or All time — and the report totals your trips and kilometres for it, grouped by trip type, and says what they are worth to your business. This is the summary to keep for tax: tap 📄 PDF for a letterheaded copy, or 📊 CSV / Excel for every trip in a spreadsheet.