Exports & reports.

~2-minute walkthrough · 8 scenes

1. 01

   The work is the record

   Every session, mile, receipt, donation, and invoice is already inside the app. Exports and reports are the moment that pile becomes something a CPA, a client, or QuickBooks can actually read — without you re-typing a single thing.

2. 02

   Two homes — one for the business, one for the job

   Big-picture exports live in Settings → Tax & Records → "Export Business Data" (everything you've done across every project, filtered by a date window). Per-project reports live inside the Vault for that one project ("Generate Report" — a branded PDF for that specific client or audience). Different door, different audience, same idea.

3. 03

   Pick a window — the whole app filters

   The Export modal opens with six quick-pick presets — This Month, Last Month, Last 3 Mo., This Quarter, Year-to-Date, or Custom. Custom gives you a month-by-month picker for start and end. The "Exporting: [range]" chip confirms the window, and everything below — both export formats — only includes sessions, receipts, and invoices that fall inside it.

   TipHand your CPA exactly the quarter they asked for, not your whole year.
4. 04

   Tax Summary (JSON) — the four numbers your CPA always asks for

   Tap "Tax Summary (JSON)" and the app builds a structured file: total labor hours, total labor value, total miles, total expenses — plus every underlying session and receipt for proof. Hand it to your accountant or feed it into your own spreadsheet. Nothing rounds, nothing gets lost.

   TipJSON is human-readable enough to scan in any text editor, and structured enough that any accounting tool can import it.
5. 05

   Accountant CSV — three labelled sections, QuickBooks-ready

   The Accountant Export is a single CSV with three clearly labelled sections: TIME LOGS (every session with rate, hours, mileage, billable flag), EXPENSES (every receipt with vendor, category, amount), and INVOICE SUMMARY (every sent invoice with status, totals, payment method). Open it in Excel, import it into QuickBooks or Wave, or hand the file to a bookkeeper.

   TipNo field mapping needed. Modern accounting tools recognize the column headers and drop the data straight in.
6. 06

   Vault reports — one button, three audience-shaped layouts

   Inside any project's Vault, "Generate Report" produces a branded PDF that auto-shapes itself by your industry. A hauler gets a Charitable Donation Tax Summary (IRS Pub 561 valuations, FMV column, CPA disclosure). An adjuster gets an Inspection Evidence Report (serial/ref column, condition notes, professional certification). A designer gets a Sourcing Catalog (price column, sourcing-notes disclaimer, share-with-client wording). The columns, totals, and legal language all change to match.

   TipEach generated report consumes one Handle (free trial allows 3) or is unlimited on a paid plan. The output is a real PDF you share through your device share sheet.
7. 07

   Staff log — crew's day, merged into your books

   In Settings → Team (Boss tier), two buttons sit side-by-side: "Export My Log" backs up your own sessions as a JSON file, and "Import Staff Log" reads a JSON file your crew sent you and merges it into the matching projects. Crew exports their log on their phone, sends it to you any way they like — AirDrop, email, iMessage, Drive — and you import it once you have the file. Duplicate entries are automatically skipped, so importing the same log twice is harmless.

   TipOffline-first means no data plan needed on the job site. The handoff happens whenever they have signal — or even later, sitting on the couch.
8. 08

   Cloud destination — a permanent home for every export

   Link Google Drive or Dropbox once in Settings → Storage Integration. Handle It! claims a tidy folder convention for your business — /Handle_It! / [Your Business] / [Project Name] — so when you share an export through the device share sheet, you can drop it straight into the right place. Three years from now, when you need a specific donation receipt or that one Q2 CSV, you don't go hunting through email — you open the folder.

   TipSwitch phones, lose a device — your records are already somewhere else. The share sheet remembers Drive and Dropbox after the first link.