Catch up in minutes
One screen and a morning brief replace the hour of opening apps and asking around.
Reports & live figures
The figures you check every day, on one screen
Sales, cash, jobs and enquiries update as the work happens, so you stop waiting for a Friday spreadsheet. Check them on your phone from anywhere.
Livefigures from the work your team record
6.30ammorning brief waiting for you
Per jobprofit after labour and materials
This is a working example. Click, drag and try it.
4 ways it can work, or tell us yours
Pick the version closest to how you work. Under each one, tell us what you would change. It all goes into your system, and we build it the way you describe.
Owner's dashboard
Your key figures as tiles with this month against last, plus a chart of sales over the year. Tap any tile to see the list behind it.
Owners who want the whole business on one screen
Sales & marketing
Enquiries by source with what each cost, how many turned into work and what that work was worth. We built this view for our own business to see which ads made money.
Businesses spending money on ads, listings or leaflets
Profit by job
Each finished job with its price, labour, materials and margin, sorted from best to worst. Grouped by job type, it shows which work to chase and which to price higher.
Trades, workshops and firms pricing their own jobs
Morning brief
A short written summary each morning: enquiries in, quotes accepted, money received and what needs you today. It arrives by email or waits on your dashboard.
Busy owners who want the news before they get out of bed
What it does day to day
Your dashboard shows the numbers you look at most: sales this month, money owed, cash in the bank, jobs on, enquiries in and what they turned into. The figures come from the work your team record each day, so nobody updates them by hand.
Tap any number to see the list behind it. Profit by job sets labour and materials against what you charged, the marketing view shows which adverts brought in paying work, and a short brief each morning tells you what came in and what needs you.
- Owner's dashboardThe handful of figures you check most, live on one screen and on your phone.
- Tap through to the detailTap a figure to see the invoices, jobs or enquiries behind it.
- Profit by jobLabour, materials and subcontractors set against the price, for each job and each type of work.
- Sales and enquiriesEnquiries by source, how many turned into work and what that work was worth.
- Cash and money owedBank balance, money owed to you and bills due, from your accounts package.
- Morning briefA short summary at 6.30am of what came in, what got paid and what needs you.
- Monthly targetsSet a monthly target and see how far along you are each day.
- Spreadsheet and PDF exportsAny report as a spreadsheet or PDF for your accountant or the bank.
Spreadsheets, off-the-shelf or your own
How Reports & live figures goes on each of the three ways businesses usually run it.
| What | Spreadsheets and paper | Off-the-shelf software | Your own system |
|---|---|---|---|
| Up-to-date figures | A spreadsheet updated on Fridays | Separate reports in each app | Live from the work you do |
| Profit on a job | Worked out at year end | Only with a job costing add-on | On each job as it finishes |
| Where work comes from | A guess | Ad platform numbers on their own | Enquiries traced through to invoices |
| Catching up | Half a day of calls and emails | Six logins to check | A morning brief and one screen |
| The numbers you need | Whatever columns exist | Fixed reports built for everyone | Built around the figures you use |
What changes for you
Prices that pay
Profit by job shows which work pays and which jobs you should price higher next time.
A team that knows the score
Managers see the figures for their area without waiting for you to pass them on.
Problems caught early
You spot a slow reply time or a late job before a customer has to complain.
Works with the rest of your system
Information goes from Reports & live figures to the sections that need it, so nobody types it in twice. Add them now or later.
Connects to Xero, QuickBooks, Sage, FreeAgent, Stripe, GoCardless, Microsoft 365, Google and most modern software.
Reports & live figures
AI assistant
Questions about Reports & live figures
Anything else, call us on 01903 368559.
From the quotes, jobs, invoices and timesheets your team record in the system, plus your accounts package and ad accounts if you connect them.
Yes. You might see cash and profit while a manager sees jobs and the rota. You decide who sees what.
Yes, once the team log hours and materials against jobs. Each job then shows its cost, its price and what it made.
A few lines on what came in yesterday, what got paid, what is overdue and anything that needs your decision today. You choose what goes in it.
Want Reports & live figures built your way?
Add it to your system, tell us what to change, and we will send you a working version free.