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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.
The problem
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
Signals you need this
Who needs this.
Trades owners doing
Three or more and there's real money sitting in the gap. Usually it's not one big leak. It's a few small ones that compound every month.
Before and after
Without real reporting infrastructure vs. With Sentric managing reporting
What we build
The reporting layer your business earned.
Real-time visibility
Key operational and financial metrics without waiting for month-end or asking anyone to run anything.
Trends you can act on
Revenue and margin movements surface early enough to respond while it still matters.
Automated assembly
The reports build themselves from live data. Nobody spends Friday afternoon copying numbers into a spreadsheet.
We build it inside the tools you already pay for. If your field service platform and your accounting software can talk to each other, we make them. If something genuinely has to change, we'll say so and tell you why, but the tool was rarely the problem.
How it works
Three steps. No homework.
Walk one job
Thirty minutes. We take a real job, warts and all, and follow it from the day you sold it to the day the money hit the account. Every place it catches gets written down. You keep what we find whether you ever hire us or not.
Rank the friction
Reporting & Analytics might not even be your biggest leak. If something else is costing you more, we'll tell you and start there instead.
Build it and run it
We build the fix, train your people on it, and stay on it until it holds. Then we take the next one. Everything we build is documented and yours, whether you keep us for a year or just a month.
Questions
What owners ask us first.
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.
Where we work
Reporting & Analytics across the Northwest.
All work is remote, so location never changes what we can do. These pages cover the market specifics for each city.
Portland, ORSalem, OREugene, ORBend, ORMedford, ORHillsboro, ORGresham, ORCorvallis, ORAlbany, ORGrants Pass, ORRoseburg, ORKlamath Falls, OR
Seattle, WASpokane, WATacoma, WAVancouver, WABellevue, WAKennewick, WAYakima, WABellingham, WAOlympia, WAEverett, WA
Related
Related systems we also manage
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.
Book 30 MinutesNo long-term contract. No commitment. No homework after the call.