Reports and Dashboards
If you spend Monday morning copying numbers between spreadsheets, or you're not sure which jobs actually made money, we can fix that. We build reports that update on their own and show the numbers you care about.
The problem
Most software comes with reports. They're rarely the reports you need.
The same report every week
Export a file, filter it, copy it to another sheet, build the table, and send it out. Then do it all again next week. It takes hours, and one wrong paste ruins it.
Guessing which jobs made money
Labor is in one system, materials in another, and invoices in a third. So you check the bank balance and guess.
Reports that are almost right
They're missing one column, you can't sort by crew or job type, or the totals don't match your books. And nobody can change them for you.
What we build
We connect to the software you already use and bring the numbers together.
A live dashboard
One screen with the numbers you check most, like sales this month, money owed to you, open quotes, and jobs in progress. It updates on its own.
Custom reports
Job profit split into labor, materials, and subcontractors. Sales by crew, service, or area. If you have a question about your business, we build a report that answers it.
Excel and PDF exports
Download any report to Excel or PDF in one click. Or have it emailed to you, your accountant, or your bank on the same day each week or month.
How it works
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1
Tell us your questions
We start with what you want to know, not the software. For example, which service makes the most money, or which customers are more than 30 days late paying.
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2
We connect your data
We pull data from your accounting, job, and payroll software, and check that our totals match what you see in each one.
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3
You use it, we adjust it
You use the reports for a few weeks. If a number looks wrong or you want something added, we change it.
What changes for you
Hours back every week
Reports that used to take all Monday morning are ready when you open your laptop.
Decisions based on real numbers
You can see which jobs, crews, and services make money and which don't. Then you can set prices and plan with that in mind.
Fewer questions from your accountant
They get the same clean report on the same day every month, in the format they want.
Common questions
Have a different question? Book a short call and we'll answer it.
Do we have to replace our current software?
No. In most cases we connect to what you already use, like QuickBooks, your job software, or your spreadsheets.
What if our numbers don't match between programs?
That's often the first thing we find. We show you where they don't match and why, and fix the problem where it starts when we can.
Who can see the dashboard?
You decide. The owner can see everything, a manager can see their own team, and a crew lead can see only their own jobs.
Can I check it on my phone?
Yes. Dashboards work in the web browser on a phone, tablet, or computer.
Tell us what you need.
Book a short video call and tell us about your business and the problem you want to fix.