Answer 'did this job make money?' on Tuesday.
Real-time project profitability, AR aging, AP by trade partner, lead conversion by source, and a printable profitability PDF. Clean categories. Real numbers. Nothing you'd have to apologize for handing your accountant.
I've implemented enough reporting systems to know that most of them drown you. There are a few here, and they answer questions you actually ask.
Six of them. Every question you ask your books, answered on Tuesday.
Estimated vs. actual revenue. Estimated vs. actual cost. The margin as it stands right now, not the version you'll reconstruct at closeout.
Line-item detail per project — the version you'd hand the bookkeeper, the banker, or take into a month-end review without apologizing for the categories.
Every outstanding invoice, aged by how long it's been sitting. The Monday-morning report — the one where you decide who gets a phone call.
Unpaid POs grouped by trade partner and by due date. When you're planning cash for next week, this is the first report you open.
Every source. Every conversion. The revenue and profit each one turned into. So the next time you renew Houzz Pro, you know whether it's paying for itself.
Set it up once, she gets the AP report every Friday morning. Every report exports to Excel — for the accountant, for the loan officer, for anyone who needs numbers in a spreadsheet.
A report is only as honest as the data it reads. When your estimates live in one tool, your invoices in another, and your POs in a third, the report has to make guesses to reconcile them — and those guesses show up as line items that don't quite match. Here the reports read from the same estimates, invoices, and POs you're already working in. Nothing to reconcile. Nothing to apologize for.
Business Reports is included in every MY LAURA account. Not a Pro tier. Not an add-on.
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