See the report before you buy it.
These are the actual documents we build — eight of them, one per kind of business we work with. The numbers in them are made up. The format, the schedule, and the way the flags read are exactly what lands in your inbox.
Every sample is marked as a sample. None of these are client data.
The Monday Packet
Jobs billed vs. cost, receivables aging, crew hours billed vs. logged, and the three things the numbers say to do this week. Built from QuickBooks, timecards, and job sheets.
The Monday Packet
Same packet, roofing shape — job margins by roof, change orders waiting on signature, and the crew hours sitting behind them.
The Monday Packet
Built from field-service software and QuickBooks: ticket margins, first-time fix rate, membership renewals, and where the truck rolls are losing money.
The Monday Ops Sheet
Short-haul container trucking between the rail ramp and the warehouse. Loads moved, margin per load, detention billed vs. absorbed, and the driver paperwork still missing. Pulled from your dispatch system and QuickBooks.
The Shop Friday Report
Job-level margin, scrap and rework against the quality log, on-time delivery, and quotes going stale. Friday at 4pm, so nobody stays late compiling it.
The Board Packet
Reserves, delinquencies, and the open work-order log assembled the Thursday before every board meeting — from the association accounting system.
The Monthly Roll-Up
One shop on a legacy ERP, the acquisition on QuickBooks, one consolidated picture anyway — delivered the Friday after close.
The Portfolio Roll-Up
Owner statements, occupancy, and royalties pulled from five licensed markets into a single view on the 5th of every month.
Don’t see your shape?
These eight are the ones we get asked for most. The build is the same underneath — we read whatever systems you already run and assemble the page your team would have assembled by hand. If you want to see the range, here’s the plain version of what we build (PDF).
Want one with your numbers in it?
Tell us about the report your team builds by hand. We’ll send a free written fit verdict within two business days: what we’d build first, a rough estimate, or an honest no. No attachment needed.
Two minutes, no meeting. Standing Reports is $1,500/mo flat — first report in 14 days or month one is free.