Visits Report Bug
Hey Everyone! Has anyone noticed an issue with the Visits report showing incorrect pricing for recurring jobs? We have a cleaning biz, and schedule visits for the year for our recurring clients (example, biweekly, monthly, etc.). We use the Visits report for accounting, but I noticed that after a round of price increases, the Visits report displays the new, higher price for all visits in the past (even though they are completed and closed). I've contacted support, but they said it is working correctly. I also found at least one customer for which the price displays as a totally different price that we've never charged for all visits in 2024, but shows the actual current price we are charging for all of her 2025 visits. I'm trying to figure out how the Visit Based price field is pulled when running the Visits report, and if others rely heavily on this report as well. Please help!
Hello Mr. and Mrs. Clean MT! Thank you for bringing this to the community. The visit report pricing does not account for taxes, discounts or any deposits that were paid on the quote. The way that the totals are calculated are listed here:
- One-off job ($): This is the dollar value of the job divided by the number of scheduled visits
- Visit based ($): This is the dollar value of each visit for recurring jobs with per visit billing (not fixed price jobs)
If you still believe the totals in the visit report are incorrect using the above information, please contact our Success Team! I understand you did contact the Success Team in the past about this issue, but if it persists, please reach back out, and you can use this post as a reference so we can investigate.
Looking forward to finding a solution!
