u/Resistancedown

Curious how people handle this in the real world. If you pull Toast data into Sheets, Make, an API job, or a custom daily report, do your totals usually line up with Toast Sales Summary?

The cases I keep seeing are things like business date vs. check-open time, revenue centers, sales categories, voids/refunds/discounts, and duplicate or partial automation runs making the custom report drift from Toast.

When that happens, do you usually just trust Toast and fix the export logic, use something like R365/Bookkeep/MarginEdge, have a bookkeeper reconcile it, or is it a recurring pain that keeps coming back? No screenshots needed; rough patterns are totally fine.

Curious how other small landlords handle this.

When a tenant texts or emails about a repair, how do you keep track of it from "I need to look at this" to "this is done"? Do you use a spreadsheet, notes app, calendar reminders, a property-management app, or just the text thread itself?

I'm mainly thinking of smaller setups where a full portal feels like too much, but loose texts can still get messy.

If you have a simple system that works, what do you usually track? Things like date reported, unit nickname, issue, status, vendor, cost, follow-up date, or completed date. Even a rough outline of your setup would be helpful.