New Feature: Financial Reporting — Invoicing, Profitability Analysis, and Overtime Tracking

Know Your Numbers — In Real Time

Many security companies don’t have a clear picture of their profitability at a site or contract level. They know their total revenue and total costs, but the margins on individual contracts are often a mystery until the quarterly accounts arrive. By then, it’s too late to fix unprofitable arrangements.

TacDesk’s financial reporting module gives you real-time visibility into the numbers that actually matter — and now it goes much further than basic cost tracking.

Finance Dashboard

The new finance dashboard shows your key financial metrics at a glance:

• Revenue vs Cost trend charts — 12-month interactive charts showing how your business is performing over time
• KPI cards — total revenue, total cost, gross margin, margin percentage, and period-over-period comparisons so you can see if things are improving or declining
• Client revenue distribution — instantly see which clients generate the most revenue and whether you’re over-reliant on any single contract
• Cash flow visibility — see expected income from scheduled shifts over the next 30, 60, and 90 days

Invoice Generation

Stop building invoices manually. TacDesk now generates professional PDF invoices directly from your shift data:

• One-click generation — select a client and date range, and TacDesk pulls every shift, guard, and hour into a clean invoice
• Professional PDF output — branded invoices with your company details, line items for each shift, and clear totals
• Status tracking — track each invoice through Draft → Sent → Paid (or Overdue), so nothing slips through the cracks
• Invoice history — full list of all invoices with filters by client, status, and date range

No more copying hours from one spreadsheet into another. No more invoice errors that delay payment.

Contract Profitability Analysis

This is where TacDesk goes beyond what most guard management software offers. For every client, you can see:

• Health indicators — green, amber, or red dots showing whether each contract is profitable, marginal, or losing money
• 6-month trend sparklines — is this client becoming more or less profitable over time?
• At-risk flagging — contracts below your target margin are automatically flagged for review

One TacDesk customer identified that two of their ten contracts were actually losing money once overtime and holiday pay were factored in. They renegotiated rates within a week.

Overtime Reports

Overtime is the silent profit killer in security. A guard staying an extra hour at time-and-a-half can wipe out the margin on an entire shift. TacDesk now tracks this automatically:

• Actual vs scheduled hours — see exactly who worked more (or less) than planned
• Working Time Directive alerts — automatic flags when any guard approaches the 48-hour weekly limit
• Overtime cost breakdown — per-guard, per-week overtime hours and their financial impact

Rate Management

Setting up and maintaining pay rates and charge rates is now simpler:

• Missing rates wizard — guided setup for any guards or clients without rates configured
• Bulk editing — update rates for multiple guards or clients in one go
• Margin comparison — see pay rate vs charge rate vs actual margin side-by-side for every client

Guard Analysis

Understand your labour costs at the individual level:

• Total hours and cost per guard across all their assignments
• Scheduled vs actual hours with variance tracking
• Guard utilisation rates — who’s fully booked and who has capacity

CSV Export

All financial data can be exported as CSV for use in Excel, accounting software, or payroll systems. Filter by date range, client, or guard before exporting.

Why This Matters

Security is a low-margin industry. The difference between a profitable company and a struggling one often comes down to knowing which contracts make money and which don’t — and acting on that information before it’s too late. TacDesk puts this data at your fingertips, updated in real time as shifts are worked.

Financial Reporting is available on TacDesk Professional and Enterprise plans. Try the demo to explore financial reports, generate a test invoice, and see contract profitability in action.

Related Articles

• → The Impact of Minimum Wage Increases on Security Companies
• → Key Holding and Alarm Response: A Profitable Add-On
• → Scaling Your Security Company: From 10 Guards to 100
• → How to Win Security Contracts: Tendering Tips

Explore all TacDesk features · Book a free demo · View pricing