What reports does a trades contractor actually need?

The reports that drive real decisions for a $2M to $8M trades business are weekly cash position and A/R aging, monthly revenue and gross margin by service type, close rate and average ticket by technician, and year-to-date performance against the prior year. Anything beyond that is noise until the fundamentals are running cleanly.

How does Sentric pull reporting data?

Sentric builds reporting that connects to the contractor's FSM platform and QuickBooks. For most implementations this means Power BI pulling from ServiceTitan or Housecall Pro and QuickBooks Online. For simpler operations, automated spreadsheet models accomplish the same thing.

How is this different from the reports already in ServiceTitan or Housecall Pro?

Built-in FSM reports show operational data but typically don't combine it with financial data from QuickBooks or show it at the level of granularity that a contractor needs to make pricing and staffing decisions. Sentric's reporting layer pulls from both sources and organizes the output around the specific decisions the contractor needs to make.

Reporting & Analytics · Pacific Northwest Trades

Reporting & Analytics for Contractors in Oregon, Washington & Idaho

Financial clarity is not a luxury for a business doing $3M or more. We build the reporting infrastructure that tells you what you actually made, where you made it, and where you're losing it.

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Trades business owner at a kitchen table in early morning reviewing a weekly operations report with coffee

What reporting & analytics means for a trades business.

Reporting and analytics for a trades business means having accurate, timely financial and operational data available without manually pulling it from multiple systems. It covers revenue and margin by job type, technician, or division, accounts receivable aging, job cost actuals versus estimates, and whatever operational metrics matter most to how you manage. We serve HVAC, plumbing, electrical, and roofing contractors across the Pacific Northwest.

Most trades businesses get financial reporting from their CPA on a quarterly basis and operational reporting from their FSM platform only when someone manually pulls a report. Neither gives you the real-time visibility you need to make decisions before problems compound. ---

Financial reporting is current, weekly, and built around the decisions you actually need to make
Margin by job type, service category, and technician is available without any manual calculation
A/R aging, cash position, and revenue are visible in one report without logging into multiple systems
Business problems surface in the data early enough to address before they compound
Growth decisions are made from financial clarity rather than gut feel about how things are trending
The owner spends less time trying to find financial information and more time using it

Who needs this.

Trades owners doing

M or more who currently receive financial reporting quarterly and find it arrives too late to act on

Businesses where key financial questions, margin by job type, A/R balance, cash position, can't be answered without hours of manual work

Contractors making growth decisions without the financial visibility to make them confidently

Operations where the accounting data and the FSM data describe two different businesses because they were never connected

Any trades owner who wants to know, every week, what the business actually made and where

Without real reporting infrastructure

Month-end financial reports are the only consistent performance data anyone sees
Revenue trends aren't visible until they've already become a problem
Gross margin by service type, technician, and geography isn't tracked
Business decisions are made on impressions and experience rather than documented data
Reporting exists but requires manual assembly from multiple disconnected sources

With Sentric managing reporting

Key operational and financial metrics are visible in real time without waiting for close
Revenue trends are visible early enough to respond before they affect the business
Margin is tracked by service type, technician, and geography in one place
Leadership decisions are supported by documented performance data across the business
Reporting is automated and consistent so nobody spends time assembling it manually

Related systems we also manage

Serving Contractors Across the Pacific Northwest

We build and manage reporting & analytics for contractors for trades contractors in cities across Oregon, Washington, and Idaho. Select your market below.

Frequently Asked Questions

Do you require long-term contracts?

No. Month to month. You stay because the work is delivering.

What cities do you serve?

We serve trades contractors throughout Oregon, Washington, and Idaho. See the full city list below.

How long does implementation take?

Most system builds run 30 to 60 days depending on the state of your current setup. The free audit tells us what we are working with before we scope the build.

Can you work with our existing bookkeeper or CPA?

Yes. Our work is on the operational and technology side. We make sure your financial partners get clean, accurate data to work with.

How is this different from hiring an office manager?

An office manager executes inside whatever systems exist. We build the architecture and manage it so the systems stay current as the business grows.

What trades do you work with?

HVAC, plumbing, electrical, and roofing contractors doing $2M to $8M in annual revenue across Oregon, Washington, and Idaho.

What does the free 30-minute audit cover?

We review your current systems, find where margin or time is leaking, and tell you what it is costing. No pitch and no commitment.

Do you implement or only advise?

We implement and manage. We configure your tools, document your processes, and run the systems ongoing.

Ready?

Thirty minutes is enough to find out if this is a problem in your operation.

The audit is free. No pitch. No commitment. A straight read on where your systems stand.

No long-term contract. No commitment. No homework after the call.