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Financial, review and booking reports

We're flat out every week, but I couldn't tell you what we actually made.See what you earned, what you paid out and what changed on bookings, without stitching spreadsheets together first.

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Screenshot of Reports — Booking Changes Log

What is included

4 features in Reports.

The problem each one solves, then how Cleaning Operator fixes it, with the screens and settings named.

Financial report
Revenue, refunds, cleaner pay, card fees and profit for a chosen period.
The problem
Card fees, refunds and wages eat into every job, and I only see what's left at year end.
With Cleaning Operator
Profit for any period sits next to revenue, refunds, card fees and cleaner pay. Split it by service, cleaner or recurrence, and drill into any charge.
Reports → Financial Report, with date, industry, service, cleaner and payment type filters
Break down by industry, service, cleaner, raw payment method, recurrence or status
Drill into individual charges and jump to the booking or invoice
Customer reviews report
Ratings and comments customers have left, by person and by service.
The problem
Feedback arrives by text, email and the odd phone call, so spotting a slipping standard comes too late.
With Cleaning Operator
Every rating and comment sits in one report, grouped by person and by service. Each customer's feedback also shows on their profile.
- Reports → Customer Reviews
- Ratings by person and by service
- Results also show on the customer profile
Booking changes log
An audit trail of booking edits: who changed what and when.
The problem
Nobody in the office remembers moving a regular's clean, and the customer says they never asked.
With Cleaning Operator
The log settles it. Every booking edit is recorded with who changed what and when, and you can filter by action and date.
- Reports → Booking Changes Log
- Filter by action and date range
- Each entry has a timestamp and a user
Booking export
Downloads booking data as a spreadsheet for your own records or your accountant.
The problem
Enterprise plan
My accountant wants a year of bookings, and I'm copying jobs out of the diary line by line.
With Cleaning Operator
Your accountant gets a proper spreadsheet. Pick the dates you need and download the booking data, ready for them or your own records.
- Bookings → Export
- Export the dates you need