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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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.
Track billings and bookings week over week and spot the slow months early.
See gross and net margin by trade so you double down on what pays.
A live read on budget, schedule, and progress across every active job.
Know exactly what is owed, by whom, and how overdue at any moment.
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.
Every job compares what you quoted to what it really cost — labor, materials, equipment, and subs — line by line.
See true margin the moment costs post, so a job going sideways gets caught while you can still fix it.
Break down where the money went and find the leaks — the overtime, the waste, the underbid materials.
Rank jobs, crews, and trades by margin to learn which work is worth chasing and which to price higher.
Feed real outcomes back into your estimating so next quarter’s quotes get sharper and safer.
Track how change orders move the margin so scope creep never quietly eats your profit.
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.
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.
Pick the fields, filters, and grouping you need and save the view for next time.
Send any report to a styled Excel file for your accountant or your bank.
Have key reports emailed to you and your team daily, weekly, or monthly.
Start from proven P&L, AR aging, and job-cost reports built for the trades.
Pin the metrics that matter into a dashboard the whole office can watch.
Give partners or investors a read-only view without handing over the keys.
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.
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.
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.
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.
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.
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