The reports contractors open every morning
Five dashboards we set up on your data, and any other report you describe in Claude or ChatGPT.
How much work did you finish this week and never bill?
Every completed job with no invoice or a $0 invoice, with the dollar value attached. Your office clears the list before lunch.
- Job, completion date, tech and branch
- No invoice and $0 invoice flagged separately
- A dollar value on every job, totaled by week
| Job | Done | Tech | Branch | Status | Est. value |
|---|---|---|---|---|---|
| #48213 Water heater install | Tue | Marcus R. | North Metro | No invoice | $2,140 |
| #48190 Furnace replacement | Mon | Diego P. | Lakeside | $0 invoice | $1,780 |
| #48204 Panel upgrade | Mon | Ana T. | Westgate | No invoice | $1,320 |
| #48197 AC repair | Tue | Lena K. | Hillcrest | No invoice | $890 |
| #48185 Tune-up, 2 units | Tue | Sam W. | Riverside | $0 invoice | $460 |
| #48176 Drain line clear | Tue | Sam W. | Riverside | $0 invoice | $420 |
Who owes you money, and is anyone chasing it?
Aging by customer and branch, the invoices that went overdue in the last 7 days, and the largest balances first.
- Aging buckets from current to 90+ days
- Newly overdue list for the collections call
- Invoice status from ServiceTitan and your accounting system
| Oakview Apartments | Lakeside | 33 days | $9,800 |
| Hillcrest Dental Group | Hillcrest | 34 days | $6,400 |
| R. Johnson residence | North Metro | 31 days | $1,250 |
Which jobs lose money after materials and labor?
ServiceTitan revenue against the costs in your accounting system, by job type, branch and crew.
- Margin by job type, branch and crew
- Residential vs. commercial
- Material and labor cost drivers for the jobs below target
| Branch | Revenue | Job cost | Margin |
|---|---|---|---|
| North Metro | $2.41M | $1.42M | 41% |
| Lakeside | $2.05M | $1.27M | 38% |
| Westgate | $1.24M | $0.88M | 29% |
Does every tech know if they hit today's number?
Revenue per tech against a daily target, completion rate, memberships sold and callbacks. On the office TV or a shared link.
- Daily target per tech, set by you
- Progress during the day, not at month end
- Week and month trends per tech and branch
Are you paying commission on work you never collected?
Commission base against invoiced and collected revenue, per tech and pay period, before payroll runs.
- Commission base vs. collected, per tech
- The jobs behind every gap, one click away
- Ready before each pay run
| Tech | Commission base | Collected | Gap |
|---|---|---|---|
| Marcus R. | $18,400 | $15,900 | $2,500 |
| Diego P. | $14,800 | $13,100 | $1,700 |
| Ana T. | $13,300 | $13,300 | $0 |
| Lena K. | $12,200 | $12,200 | $0 |
| Sam W. | $7,900 | $7,100 | $800 |
Need a report that isn't here? Describe it.
Ask in Claude or ChatGPT, follow up, and publish the answer for your team. It runs on the same synced data as the five reports, so the numbers match.
Which branches lost money on install jobs last quarter?
Two, both on equipment-heavy installs:
| Branch | Margin | Driver |
|---|---|---|
| Riverside | -2.4% | material cost +18% |
| Westgate | -0.9% | overtime labor +22% |
Was it the same crews both quarters? Publish it for the ops team.
Yes, four of the six install crews overlap. Published to TitanSigma:
copperline.titansigma.app/install-margin Shared with Operations · refreshes daily at 4:00 AM · sample dataSee your own uninvoiced jobs in the first session.
A 30-minute call on your own ServiceTitan data. No slides: we build the report with you and you leave with real numbers.
- 30 minutes
- Your own data
- Built live, not a slide deck
- 1 We connect ServiceTitan and your accountingOur team sets it up while you watch.
- 2 You ask in Claude or ChatGPTWe start with the jobs you finished but never billed, or bring your own question.
- 3 It goes live for your teamA dashboard link your managers can open the next morning.
