API Integrations

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Do & Charge - Profit vs Revenue by Business Unit / Client

  • Monitors costing for fully invoiced jobs and profitability across different jobs to ensure jobs are being appropriately invoiced.

Do & Charge - Profit, Revenue & PPH by Business Unit

  • Provides high level visibility on overall profit, revenue and profit-per-hour, relative to specific targets that are set by the business.

Do & Charge - Profit vs Gross Margin by Business Unit & Client

  • Gives you a high level lens over revenue and profitability associated with Do & Charge jobs, with job-level detail to evaluate drivers of changes in performance.
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Gross Profit Summary

  • Tracks gross profit at summary level throughout financial year (optionally against inputted weekly budget via integrated Excel sheet) with summary breakdown of key performance metrics for each Business Unit.

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Inbound Cashflows

  • Shows the recent and incoming cashflows according to invoicing due dates to provide insight on whether or not the business has sufficient revenue to meet upcoming financial obligations.

Subcontractor Revenue

  • Monitors live costing and profitability across subcontracted jobs to ensure jobs are being appropriately invoiced.



Jobs Profitability

  • Break-down of individual jobs into expected vs actual labour cost, and highlights its comparison to project budget.


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Labour Tracking

  • Breaks down individual jobs into cost and percentage of revenue, by job stage, by client.



Inspect & Report Leads

  • Summarises information about your file managers and the clients they manage, through using a specific task type (Inspect and Report) through your job management software.

Quote Conversion By
Estimator & Client

  • Monitors quote acceptance rates through time by Estimator and Client.



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Sales by Client

  • Compares the current number of projects and revenue to the same time last year, broken down by client.


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Quote Conversion By
Estimator & Job

  • Monitors quote acceptance rates through time by Estimator and Business Unit.

Jobs Pipeline

  • Captures both historical and scheduled future revenues against an inputted maximum capacity to evaluate utilisation of workforce.

Outstanding Quotes

  • Provides visibility on outstanding quote volume, revenue and profit, broken down by client and estimator.

In Progress Quotes

  • Breaks down quotes still awaiting approval from clients, enabling follow-up on ageing quotes for sizeable works.

Daily Invoice

  • Summary of projects by their job type, over time and by client.


Downtime

  • Shows the amount of downtime generated over time at a Business Unit and Worker level.

Non-Productive Hours

  • Displays the non-productive hours logged by workers and related costs to the business.
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Timesheet Entry Compliance

  • Provides visibility on the propensity of workers to enter their timesheets on time.

Tradesperson KPIs

  • Ranks workers based on a custom defined KPI score, against their Profit-Per-Hour.
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Job Completion vs
Invoice Date

  • Measures how promptly the team in the office are completing invoicing once a job is completed, enabling follow-up and escalation of jobs where invoices are not processed within your company's service standards.
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Report Reviewing

  • Displays the time spent reviewing reports at business unit / worker level.



Invoice Productivity
- By User / Business Unit

  • Summarises invoice generation and who is entering this information, broken down by Business Unit and invoicer.


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Maps

  • Shows job locations by workers visually on a map.



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Uninvoiced Tasks

  • Provides visibility on the current uninvoiced jobs, broken down by their job status and time uninvoiced.


Completed Jobs by Job Type

  • Monitors live costing for open jobs and profitability across different jobs to ensure jobs are being appropriately invoiced
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DnC Project Work Calculator

  • Tracks costing for fully invoiced jobs and profitability across different jobs to ensure jobs are being appropriately invoiced.

Quoted Jobs P&L

  • Shows live costing for open jobs and profitability across different jobs to ensure works are being appropriately invoiced.
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Average Costings

  • Monitors average invoiced amounts over time by client against client benchmarks, highlighting performance by calendar month is above or below customer expectation.

Job Attendance KPI

  • Measures job attendance promptness, displayed against the client standard, surfacing jobs beyond or approaching time frame enabling prioritising & follow through.

Job Repair Cycle KPI

  • Measures job repairs promptness, displayed against the client standard, surfacing jobs beyond or approaching time frame enabling prioritising & follow through.

Job Submission KPI

  • Measures job submission promptness, displayed against the client standard, surfacing jobs beyond or approaching time frame enabling prioritising & follow through.

Operational Efficiency Summary

  • Operational performance overview highlighting areas of the business out-performing or under-performing to maintain desired levels of service customers with.

Unpaid Excess

  • Provides a view of unpaid excess amounts categorised by age to enable prompt follow-up with customers.

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