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Reporting & Insights · know your numbers

Know what you've earned.
And what's still owed.

Revenue invoiced, collected and outstanding. GST collected. Your collection rate and the six-month trend — live on one dashboard, with an AI brief that tells you what actually needs your attention today.

Rated 5 stars on Google
Taskr — Dashboard

18

Jobs active

$24.6k

This week

2.1d

Avg. close

Job locations
Taskr — Dashboard

18

Jobs active

$24.6k

This week

2.1d

Avg. close

Job locations

Where the money is, right now

One screen answers the questions you'd otherwise dig for: how much you've invoiced, how much has actually landed in the bank, and how much is still sitting out there unpaid. No exports, no spreadsheet — it's live as jobs invoice and payments arrive.

  • Revenue invoiced, collected and outstanding at a glance
  • GST collected tracked alongside revenue
  • Collection rate — how much of what you bill actually gets paid

Six months on one line

The six-month trend shows whether the business is building or drifting — month by month, in AUD, without waiting for your accountant to tell you. A revenue breakdown shows where the money came from, so the busy weeks and the profitable weeks stop being the same guess.

Taskr — Quotes & Invoices

4

Draft

6

Sent

3

Approved

9

Paid

Nguyen Residence

INV-2031

$1,298Paid

Westfield Cafe

INV-2030

$2,140Sent

Delaney Reno

INV-2029

$4,860Approved

Pipelines that answer "what's coming?"

The dashboard carries your working pipelines, not just history. Enquiries move from new to won or lost, quotes sit awaiting acceptance, invoices show what's due — so you can see next month's cash before it happens, and chase the stage that's actually stuck.

  • Enquiries pipeline from new lead to won or lost
  • Quotes and invoices visible by stage
  • KPIs update as the team works — nothing to compile
Taskr AI
Invoice the Westfield job for $2,140 and send it with a payment link.
Done — here's what I took care of:

Created INV-2031

Westfield Cafe · $2,140

Emailed to client

with a pay-now link

Payment tracking on

marks paid automatically

Ask or speak…

A daily brief, written by your AI

Ask Taskr AI "how's the business going?" and get a straight summary of your numbers. The daily brief pulls the day into one read — what's on, what's owed, what needs a nudge — and it's covered by your fair-use allowance, never billed per question.

  • Business summary on demand, in plain English
  • Daily brief of the day's jobs and money
  • Included in your AI allowance — no per-message billing
Office manager reviewing the business dashboard

The office view of the field

The dispatch map puts the day's jobs on a real map with geocoded pins, next to the dashboard's KPIs and pipelines. Whoever runs the office sees where every crew is booked and what state every job is in — without ringing around the utes to find out.

Numbers that hold up at BAS time

Everything is AUD, GST-aware and Australian-financial-year aware, so the GST-collected figure on your dashboard means what you think it means. And because invoices and payments sync to Xero & MYOB, the numbers you run the week on match the books your accountant closes the quarter on.

Included from $42/user·mo — every plan, 14-day free trial.

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FAQ

Good questions.

Revenue invoiced, collected and outstanding, GST collected, your collection rate, a six-month trend and a revenue breakdown — plus dashboard KPIs, enquiry/quote/invoice pipelines and a dispatch map of the day's jobs.

The reporting suite — revenue, GST, collection rate and trends — is part of the Plus plan (A$79 per user/month). Every plan starts with a 14-day free trial, so you can see your numbers before you commit.

Yes — Taskr AI gives you a plain-English business summary or daily brief on demand, covered by your fair-use allowance. You're never billed per question.

Invoices push to Xero & MYOB when sent and payments reconcile back, so the revenue you see in Taskr lines up with the books.

No — field-worker permissions scope your team to their own jobs, schedule and timers. Sales figures and pricing stay with admins unless you grant access.

The admin runs itself from here.

Free for 14 days — no charge until the trial ends, cancel anytime.

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