When your revenue depends on recurring inspections and service agreements, as it often does in the Fire and Life Safety industry, you can’t afford to fly blind. You need to know what’s coming in, what’s already billed, and what you can recognize this month all without a dozen spreadsheets or gut-feel math.
That’s where ProfitZoom (PZ) comes in.
These three PZ reports are designed for teams that live in the world of recurring billing, deferred revenue, and compliance. In PZ, the objects that manage recurring services are called “contracts,” and understanding how they’re performing is key to staying ahead of your numbers.
1. Projected Contract Services Report
What It Shows:
Forecasted revenue and margin from scheduled contract work organized by service type and month.
Why It Matters:
This PZ report helps you answer a fundamental question: What revenue can I count on next month?
It shows your scheduled inspections and services by month, and projects:
- Labor hours
- Costs
- Sales
- Margin
Use it to:
- Plan staffing around future workload
- Spot seasonal or customer trends
- Report confidently on what’s coming and not just what’s already happened
Instead of waiting to see how the month shakes out, this report gives you a forward view of your contract revenue with built-in margin visibility.
2. Recurring Billing Deferred Revenue Report
What It Shows:
For each recurring invoice, how much revenue has been recognized and how much remains deferred.
Why It Matters:
If you bill ahead (annually, quarterly, or even monthly), you can’t recognize all that revenue upfront. This PZ report helps you track what you’ve earned and what’s still on hold.
You’ll see:
- Billing customer, frequency, and contract details
- Invoice totals
- Revenue recognized to date
- Remaining deferred revenue
It’s essential for:
- Keeping your books clean
- Ensuring compliance with revenue recognition standards
- Avoiding misleading performance metrics
If your revenue reports always seem to spike or dip unexpectedly, this report will show you why.
3. Deferred Contract Revenue Report
What It Shows:
A granular, invoice-level breakdown of revenue recognition activity across your contract base.
Why It Matters:
This is your audit trail. It tracks every dollar as it moves from billed to recognized, showing exactly when and how your revenue is hitting the books.
You’ll see:
- Sales recognition date
- Original invoice
- Worksite and Billing customer
- Amount billed vs. amount recognized
- Billing frequency and contract terms
Finance teams use this PZ report to verify monthly accruals, align with services rendered, and support compliance. Operations teams can use it to track the timing of work vs. revenue impact.
It’s not flashy. But it’s how you stay aligned, stay clean, and stay confident in your numbers.
Predictable Revenue Starts with Clear Reporting
Recurring services are the heartbeat of your business especially in Fire and Life Safety, where contracts drive inspections, compliance, and customer trust. Without visibility into what you’ve billed, what you’ve earned, and what’s still on the books, you’re just guessing.
These three PZ reports give you a real-time look at your contract revenue engine. You can forecast with confidence, report without scrambling, and keep leadership, accounting, and the field all on the same page.
When contracts, billing, and books all talk to each other, everything works better. Book a demo to find out how PZ makes that possible.