Why it matters
Most owners run on gut feel because the real numbers take an afternoon to pull together. A weekly view that arrives on its own means decisions get made on what actually happened last week.
It also shows trends you can’t see job by job: a tech whose jobs keep running over, a job type that never makes money, or quotes that convert well in one suburb and badly in another.
How it works
- Each week the flow reads jobs, quotes and time from your job system, and invoices and payments from Xero.
- It works out job profit, quote win rate, who owes what and for how long, and how busy each tech was.
- A short report lands in your inbox on Monday morning, with last week next to the weeks before.
- A few plain-English lines at the top say what changed and what to look at.
Where AI is used, and where it isn’t
- AI: Writing the three or four lines at the top that say what changed. The numbers themselves come straight from your systems.
- Plain rules: Every figure in the report, how job profit is worked out, and what counts as overdue.
You approve anything a customer sees before the flow goes live, and the flow runs in your own accounts.
What changes day to day
On Monday morning a one-page report is in your inbox before the first job. You read it with a coffee, spot the one or two things worth asking about, and get on with the week. Nobody spent Sunday building it.
This is for you if
- You find out a job lost money weeks after it finished.
- Pulling the numbers together is a job nobody has time for.
- You can’t say this week’s quote win rate, or who is overbooked.
Worth knowing
- Job profit is only as right as the time and materials logged against each job.
- We agree what each number means with you first, so the report matches how you think about the business.
- This is a bigger build than a single flow, so it is quoted in writing before any work starts.
This is an illustrative example. It describes a flow we would build, not a client’s results. If you go ahead, we measure your own before and after.