All product areas

Reports

See how the business is doing with reports you can print, download, or email.

Every record stays connected to the people, places, and work it belongs to. Open the source, understand the context, and move forward without recreating information.

Who sees this: Operational reports for anyone with system access; money sections stay behind finance permission. Client portals never include reports.
Obra · Reports · Last 30 days

HARTMAN CONTRACTING

Print it, download it, email it.

PDFEmail
Expenses by type

Money · finance only

Labor & payroll

Money · finance only

Operations

Visits, checklists, response times

Pipeline

Estimates, proposals, follow-ups

Profit per job

Money · finance only

Materials spend

Money · finance only

Money sections stay hidden unless the viewer has finance permission. The client hub never includes reports.

Connected by design

Follow the relationship from client and site through job, visit, documents, and payment.

Clear permissions

Owners, office teams, field workers, and clients each see what their work requires.

Built for review

Suggestions remain suggestions until a person confirms what becomes official.

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