RETROFIT · REFERENCE
Systems, metrics and reports we set up for retrofit contractors
The long version — properties by stage and stuck-property age, measures installed against planned by wave, lodgement backlog (done-not-lodged count and value), evidence completeness per property, access attempts and refusal rate, QA first-pass rate by measure and subcontractor, cost per measure against budget, milestone claims submitted versus paid, done-to-paid days, and subcontractor performance. If you'd rather see it on your own numbers, the 48-hour prototype is here →
SYSTEMS WE WORK WITH IN RETROFIT
- ERP & FINANCE
- NetSuite · SAP · Microsoft Business Central · Sage 50/200/Intacct · Xero · QuickBooks
- FIELD SERVICE & MAINTENANCE
- Commusoft · SimPRO · BigChange · Elmhurst · Commusoft · SafetyCulture · Commusoft · ServiceTitan (US)
- SITE & OPERATIONS
- SafetyCulture · PlanRadar · Smartsheet · Microsoft 365 & Power BI
- SALES
- HubSpot · Pipedrive · Dynamics 365
And the one everyone actually runs on: Excel
TOP 20 METRICS WE SET UP FOR RETROFIT CONTRACTORS
PROJECTS & PORTFOLIO
- —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
- —Revenue forecast: secured / probable / pipeline
- —Recurring vs project revenue mix
- —Order book & backlog coverage
- —Application → certification → cash cycle (DSO)
COST & PROCUREMENT
- —Open POs vs required-on-site dates
- —Subcontractor liabilities & accruals
- —Retention held and due
SERVICE OPERATIONS
- —Engineer utilisation
- —First-time fix rate
- —Remedials → quoted works conversion
- —Contract renewal rate
SALES
- —Pipeline value, win rate and average contract value
TOP 20 REPORTS, IN THE ORDER TEAMS ASK FOR THEM
01PROJECT MANAGEMENT
- 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
02FINANCE
- 01WIP report
- 02Applications & certifications status
- 0313-week cash flow forecast
- 04Aged debt & DSO
- 05Retention ledger
- 06P&L by project and division
03COST MANAGEMENT
- 01Committed vs budget by project and category
- 02Cost movement since last close
- 03Subcontractor accruals & liabilities
04SERVICE
- 01Engineer utilisation
- 02Contract profitability per maintenance contract
- 03Remedials conversion
05SALES & FORECAST
- 01Sales forecast
- 02Pipeline & bid board