Financials is the admin-only money view, navigated month by month, with Excel export.
The tabs
- Overview. Revenue against last month, margin, net profit, and expenses by category.
- Payments. Your Stripe money in motion: collected this month, on the way to your bank, the next payout, per-invoice lookup, and payout history.
- Expenses. Log and categorize shop expenses so the profit number is real.
- Team. Technician pay rates, hourly or salary.
- By tech. An operational profit lens per technician: what each bay is actually producing.
Where the numbers come from
Revenue comes from paid invoices; payment and payout data comes straight from Stripe; expenses and pay rates are what you enter. No spreadsheet assembly.
Note
Only admins see Financials. Service writers and technicians do not have the page in their sidebar. See Team and roles.