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Monthly Summaries gives you one summary per customer for a month. Use it to check totals and send them out.
Monthly Summaries page with a month selector, download and email buttons and a table of customers with totals

Choose a month

Use the month selector at the top of the page to choose the month, for example October 2026.

Read the summary table

Each row is one customer and shows:
  • Customer - The customer name
  • Homes - Number of homes included
  • Shifts - Number of shifts in the month
  • Hours - Total hours
  • Total - Total amount due
  • Status - Ready or Pending

Download or send

  • Select Download PDF or Download Excel to save the summaries.
  • Select Send by email to email the summaries to the customers.
Only send summaries once their status shows Ready.