Spotting Problems Early
Reports isn't just a scoreboard. Used right, it's an early-warning system — it shows you trouble while there's still time to do something about it.
Watch your overdue invoices
The overdue total is money you've earned but haven't collected. If it's creeping up, your reminders aren't keeping pace with your invoicing. Catch it early and a phone call fixes it; ignore it and it becomes bad debt.
Watch your quote win rate
Your win rate is the share of quotes customers accept. A slow decline is worth noticing — it can mean your pricing has drifted, your follow-up has slipped, or the work you're quoting has changed. The number won't tell you which, but it tells you to look.
Watch your crew hours
Crew hours against your active jobs is a rough read on workload. A lot of hours and few jobs, or the reverse, is a sign to dig in.
The habit that makes it work
None of this helps if you only look once a quarter. A weekly glance at Reports is the whole trick — small problems are easy to fix, and they only stay small if you catch them early.