Plenty of systems. No single picture.
Field software, accounts, trackers — all working, none talking. Reporting is a monthly rebuild by hand.
The systems arrived one at a time, and now it's six mammoth workbooks plus field software plus accounts — all right, none agreeing. Trackers feed the sales forecast by hand, a domino chain of copy-paste. The team spends its time keeping the lights on instead of looking forward: the data exists, but turning it from data into insight and action is a monthly rebuild. Every retype is friction, noise and a place for errors to live.
We connect what you already run — field service, accounts, trackers — onto one spine, so a job is entered once and everything downstream knows about it. On top sits one live picture: projects, cost, cash, forecast. First connections in weeks; the monthly rebuild disappears; nothing you use today gets thrown away.
The portfolio dashboard, the month-end pack and procurement status — the three reports that replace the workbook chain first.
Every module works on its own. They all share one data spine — so anything you add later clicks in, nothing gets rebuilt.
- —Portfolio profitability, live
- —Cost to Complete by project and category
- —Estimate at Completion (EAC)
- —Margin movement month-on-month
- —Committed cost vs budget
- —Variations: identified / submitted / approved
- —Delivery vs programme
- —WIP
- —Revenue forecast: secured / probable / pipeline
- —Recurring vs project revenue mix
- —Order book & backlog coverage
- —Application → certification → cash cycle (DSO)
- —Open POs vs required-on-site dates
- —Subcontractor liabilities & accruals
- —Retention held and due
- —Engineer utilisation
- —First-time fix rate
- —Remedials → quoted works conversion
- —Contract renewal rate
- —Pipeline value, win rate and average contract value
- 01Project tracker: one live view per job
- 02Portfolio dashboard: every job, RAG, margin, cash
- 03Month-end pack: CTC, EAC, margin movement, frozen versions
- 04Variations register
- 05Programme & delivery report
- 06Procurement status: orders vs required-on-site dates
- 01WIP report
- 02Applications & certifications status
- 0313-week cash flow forecast
- 04Aged debt & DSO
- 05Retention ledger
- 06P&L by project and division
- 01Committed vs budget by project and category
- 02Cost movement since last close
- 03Subcontractor accruals & liabilities
- 01Engineer utilisation
- 02Contract profitability per maintenance contract
- 03Remedials conversion
- 01Sales forecast
- 02Pipeline & bid board
Free build: send us one file.
Send us one of the six workbooks.
Send one spreadsheet — your project tracker or your month-end pack. Within 48 hours you get it back as a working prototype: connected, calculated, on one screen. NDA first if you want. Free, no obligation, and you keep it either way.
Or just email it to [EMAIL TBC].
Get the Standard Tracker.
The project tracker we wish every contractor was running. One Excel file, free, no call required.
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