Money — did this month pay?
Money answers one question: did this month pay? You'll find it in the sidebar and the account menu. It's for owners, admins and managers, and every figure is in $.
This month — four figures
The page opens on Quoted, Won, Invoiced and Collected for the month you're in, with a Previous control to step back through earlier ones. Months run on your business's own time zone, so the 1st is your 1st.
- Quoted — what you sent out, and how many quotes it took.
- Won — what clients accepted, and what share of what you sent that is.
- Invoiced — what you billed.
- Collected — what actually landed, counting part-payments at what was paid, not what was billed. The line under it is what's still owed across all your invoices, not just this month's.
A dash means there is nothing there yet — not zero.
Last jobs finished
Under the tiles are your most recent completed jobs: quoted hours against the hours actually logged, and the labour & materials margin from the job's debrief. That figure covers the two categories Surfacely tracks real costs for — it is not your whole-job margin, which is why it is labelled on every row. A job whose hours were never logged reads not tracked rather than 0%.
Trends — when you want to dig
The four trend reports moved one tap down, to Trends. They are unchanged.
Variance — estimated vs actual
The variance report compares what you quoted against what the job really cost, across your completed jobs, with a 6-month trend. If your actuals keep landing over your estimates, your rates or your prep levels are too soft — this is the report that tells you by how much, so you can adjust before the next quote.
Scope creep — the extra work that crept in
The scope creep report shows how much extra scope appeared on your jobs each month — the work that got added after the original quote. A bit is normal. A lot, month after month, means you're either under-scoping on site or doing extra work without raising a variation for it. The fix is usually to raise variations more consistently.
Conversion — how many estimates turn into work
The conversion report tracks how many of the estimates you send actually turn into won jobs. A low rate might mean you're quoting high, quoting slow, or chasing the wrong jobs. A very high rate can mean you're quoting too cheap. Watch the trend more than any single month.
Labour productivity — how your crew's real output compares
The labour productivity report compares your crew's real output against what you estimated. If they're consistently slower than your speed steps assume, that's either a rate to retune or a training conversation — not a surprise you find out about at the end of a job.
Tax summary — for your accountant
The tax & accounting export has its own row on Money. It pulls together your invoices and a GST breakdown for a period, and lets you download a CSV formatted for Xero or QuickBooks import. It works whether or not you've connected your accounting software. See Connecting your accounting software for the full picture.
The variance, scope creep, and conversion reports each carry a small interactive trend graph — tap or hover a point to read the month behind it.
Why it matters: most painters know roughly whether a year went well, but not which jobs or habits cost them. These reports turn a vague feeling into a number you can act on before the next quote goes out.