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SCAFFOLDING & ACCESS · REFERENCE

Systems, metrics and reports we set up for scaffolding and access contractors

The long version — standing scaffolds and hire due versus invoiced, overstand weeks, dismantle date drift, adaptations priced versus unpriced, inspections due, done and recorded, gang utilisation, stock by location, application-to-cash days. If you'd rather see it on your own numbers, the 48-hour prototype is here →

SYSTEMS WE WORK WITH IN SCAFFOLDING & ACCESS
ERP & FINANCE
NetSuite · SAP · Microsoft Business Central · Sage 50/200/Intacct · Xero · QuickBooks
FIELD SERVICE & MAINTENANCE
SMART Scaffolder · SimPRO · BigChange · SafetyCulture · Commusoft · BigChange · Avontus Quantify · 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 SCAFFOLDING & ACCESS 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
  1. 01Project tracker: one live view per job
  2. 02Portfolio dashboard: every job, RAG, margin, cash
  3. 03Month-end pack: CTC, EAC, margin movement, frozen versions
  4. 04Variations register
  5. 05Programme & delivery report
  6. 06Procurement status: orders vs required-on-site dates
02FINANCE
  1. 01WIP report
  2. 02Applications & certifications status
  3. 0313-week cash flow forecast
  4. 04Aged debt & DSO
  5. 05Retention ledger
  6. 06P&L by project and division
03COST MANAGEMENT
  1. 01Committed vs budget by project and category
  2. 02Cost movement since last close
  3. 03Subcontractor accruals & liabilities
04SERVICE
  1. 01Engineer utilisation
  2. 02Contract profitability per maintenance contract
  3. 03Remedials conversion
05SALES & FORECAST
  1. 01Sales forecast
  2. 02Pipeline & bid board