How it works
Designed for daily trade operations
A simple workflow your office and engineers can adopt quickly.
Operational KPI visibility for office teams
Job, quote, and invoice progress in one view
Faster follow-up on overdue work and cashflow risks
Outcomes
What teams improve with this feature
Practical gains reported by busy trade teams after replacing manual admin loops.
Faster handoff from office planning to engineer execution.
Cleaner communication history for customer-facing updates.
Less rework caused by missing context across systems.
Higher confidence in quote-to-cash progression.
Related features
Keep exploring your lead-to-paid workflow
These capabilities are often adopted together.
job scheduling software for trades
Job Scheduling & Dispatch
Plan daily jobs, assign engineers, and keep office and field teams aligned with a single dispatch view.
View featureteam dispatch software
Team Dispatch for Trade Businesses
Assign the right engineer faster, keep the office in control, and give field staff the context they need before they arrive on-site.
View featurerecurring jobs software
Recurring Maintenance for Trade Teams
Keep planned maintenance work, repeat visits, and service reminders organised alongside your reactive jobs so future workload stays under control.
View featureFAQ
Questions about Reporting Dashboard for Trades
Can I see overdue invoices and stalled quotes in one place?
Yes. Reporting views help office users spot where follow-up is needed across quoting, jobs, and invoicing.
Is this built for operational decisions rather than vanity metrics?
Yes. The reporting focus is on practical trade-business decisions such as cashflow risk, workload, and work that needs action.