The completed-work report

If you bill your own customers, this is the screen you will live in for two weeks after every season. It is the closest thing LakeOps has to an invoicing system, and it is deliberately a report rather than a subsystem.

What is on it

Every job completed in a date range — the last thirty days by default — grouped by customer and then by property, with:

• each job, its service, its season and when it was finished;
• the item lines, with quantity, unit and amount, so a six-section dock reads as six;
• the job total, and the totals for the property, the customer and the whole range;
• what has been paid against each job, net of any refunds.

Narrowing it

Filter by customer, lake, zone, service, and by whether the work has been paid for. The two combinations worth knowing:

• Unpaid, this season — your receivables list, in one screen.
• One customer, one date range — what you send to the commercial customer or association that wants something on paper.

CSV and PDF

The CSV goes to your bookkeeper or your accounting package. The PDF is the one you send a customer who wants a document. Exporting is its own permission, so a role that can read the report does not automatically get to walk out with the file.

Skipped items appear, and price at nothing

An item the crew could not do shows on the report with its reason and no money against it. That is the point of requiring a reason on a skip: when a customer asks why their canopy is not on the bill, the answer is already written down by the person who was standing there.

What it replaces

For a shop with a few hundred customers and two visits a year, this report plus recorded payments is the whole billing operation. There is no invoice numbering to maintain, no aging buckets to interpret and nothing to sync. If you want a per-customer document, that is what the PDF is.

The other reports

Progress, revenue, productivity, customers, equipment and the activity log all sit alongside it, all take a date range, and all export to CSV. Productivity is the one worth a look after your first full season — it is where real minutes-per-item come from, and it is what tells you whether your rate card matches reality. There is an overview of all of them on the reports page.