Reporting & Analytics

Run on data, not gut feel

TradesOps turns every quote, timesheet, and invoice into live dashboards — revenue, margins, job costs, and cash flow you can actually trust. Know which jobs make money and which ones bleed it, before the month closes.

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TradesOps · Analytics
Revenue (MTD)
$248k
+12% vs last mo
Gross margin
34%
+2.4 pts
Avg job profit
$5.1k
+6%
Cash on hand
$92k
+$18k
Revenue vs. cost
Revenue Cost
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Margin by trade
Remodels41%
New build33%
Service52%
Maintenance47%
Real-time dashboards

The whole business on one screen

Revenue, margins, open quotes, overdue invoices, and project health update the moment anything changes in the field or the office. No spreadsheets to reconcile, no waiting on the bookkeeper — just the real number, right now.

  • Numbers refresh the instant a quote, timesheet, or payment posts
  • Drill from a top-line figure straight to the jobs behind it
  • Filter by crew, trade, location, or date range in a click
  • Project health flags jobs running over budget or behind schedule

Revenue trends

Track billings and bookings week over week and spot the slow months early.

Margin health

See gross and net margin by trade so you double down on what pays.

Project health

A live read on budget, schedule, and progress across every active job.

Receivables

Know exactly what is owed, by whom, and how overdue at any moment.

Job costing & profitability

Know your real margin on every job

TradesOps tallies labor, materials, equipment, and subs against what you quoted — so you see profit per job, per crew, and per trade instead of guessing at year-end.

Estimate vs. actual

Every job compares what you quoted to what it really cost — labor, materials, equipment, and subs — line by line.

Profit per job

See true margin the moment costs post, so a job going sideways gets caught while you can still fix it.

Cost by category

Break down where the money went and find the leaks — the overtime, the waste, the underbid materials.

Crew & trade profitability

Rank jobs, crews, and trades by margin to learn which work is worth chasing and which to price higher.

Bid accuracy

Feed real outcomes back into your estimating so next quarter’s quotes get sharper and safer.

Change-order impact

Track how change orders move the margin so scope creep never quietly eats your profit.

13-week cash forecast
Projected
Inflows
$186k
Outflows
$142k
Net
+$44k
Predictive cash flow

See a cash crunch before it hits

TradesOps projects cash flow forward from your live pipeline, scheduled work, and payment terms — so you know weeks ahead whether you can make payroll, take on the next job, or need to chase a slow-paying client today.

  • Projects inflows from your live pipeline and payment terms
  • Factors in payroll, POs, and recurring bills automatically
  • Highlights the weeks where cash dips below your buffer
  • Model a new hire or big job before you commit to it
Build & deliver

Build the report once, get it every week

Design the exact view you need, export it to Excel, or have it land in your inbox on a schedule — no more rebuilding the same spreadsheet every Monday.

Custom report builder

Pick the fields, filters, and grouping you need and save the view for next time.

XLSX export

Send any report to a styled Excel file for your accountant or your bank.

Scheduled reports

Have key reports emailed to you and your team daily, weekly, or monthly.

Ready-made templates

Start from proven P&L, AR aging, and job-cost reports built for the trades.

Saved dashboards

Pin the metrics that matter into a dashboard the whole office can watch.

Shareable views

Give partners or investors a read-only view without handing over the keys.

Questions, answered

Do I have to enter data twice to get these reports?

No. The reports are built from the quotes, timesheets, invoices, and expenses your team already logs day to day. Nothing is re-keyed, so the numbers are always current.

How current are the dashboards?

They are real-time. The moment a payment posts or a crew clocks out, the figures update — there is no overnight batch and no waiting on month-end.

Can I get a report into Excel for my accountant?

Yes. Any report exports to a cleanly styled XLSX file, and you can schedule recurring exports to be emailed automatically so your bookkeeper always has the latest.

How does the cash-flow forecast know what is coming?

It projects forward from your open quotes, scheduled jobs, invoice due dates, payroll, and recurring bills — then flags any week where cash is set to dip below your buffer.

Can I build a report that fits how I run my business?

The custom report builder lets you choose the fields, filters, and grouping you want, then save that view. You can start from a trades-specific template and tailor it from there.

Make your next call the profitable one

Start your 14-day free trial and put real numbers behind every decision. No credit card required.

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