Power BI reporting systems for restoration and cleaning companies
Know What Every Job Earns and Who Still Owes You, Without Waiting for the Month-End Close
Tired of stitching job files and insurance payments together every month? I connect your job software and accounting into a reporting system that refreshes itself, so profit by job and money owed are clear within 30 days.
- Free call, no obligation
- Works with the software you already use
- You talk directly to the person who builds it
Join the business owners who stopped rebuilding reports by hand and started seeing what each job earns
Try a live reporting system yourself, right here
This one was built for a cleaning and restoration company. Click through the pages, change the month and see how job, referral and payment data comes together in one place.
Easiest to explore on a larger screen.
What changes when your job data reports for itself
See which jobs and service lines make money while you can still change your next quote
Revenue and costs line up on every job as files close out.
Know exactly which invoices are waiting and who is holding your cash, without asking the office
Open invoices show up by age, so the slow payers stand out.
Find out which referral partners and marketing channels bring in paid work, then spend your time there
Jobs and revenue trace back to where the call came from, wherever your software records it.
Start each Monday with numbers that already updated themselves and skip the exports
Your job software and accounting feed the reporting system directly.
Settle what job profit and cycle time mean before I build, and stop debating whose number is right
You and your team sign off on the definitions first.
Work with the person who builds your reporting system, backed by 11 years in finance and operations
One point of contact from first call to handoff.
Go from scattered job files to one live reporting system in four simple steps
Tell me what you need to see
A free 30-minute call on the decisions you make each week and where your job and payment data lives today.
I move your data into one secure home and lock in your numbers
I move your data from your job software and accounting into a cloud data warehouse, Google BigQuery or Microsoft Fabric, so it lives in one place you own. You sign off on what each number means before anything is built.
I build your reporting system
Job profit and open invoices get built once and refresh on their own from your warehouse.
Your team gets answers in seconds
A short walkthrough at handoff so everyone knows where to look.
Questions before you book
How long does it take?
Most projects go live within 30 days of kickoff. The exact timing depends on how many sources I connect.
Which restoration software can you connect to?
Most job management and accounting platforms that offer an export or a connection. Tell me what you run on the call and I will confirm before you spend anything.
Have you worked with restoration or cleaning companies before?
Yes. The reporting system at the top of this page was built for CleanUSA, a cleaning and restoration company, and I have delivered 450+ across many industries. I can walk you through it on the call.
Do I need to buy anything extra?
Viewing the reporting system may need Microsoft licenses, and the cloud data warehouse may carry a small hosting cost, depending on your setup. I lay out the exact numbers on the call so there are no surprises.
What does it cost?
It depends on how many sources I connect and how the reporting system is delivered. You get a fixed quote after the call, with milestone-based payments.
Who owns the reporting system and the data?
You do. The reporting system, the data warehouse and all of your data belong to you from day one.
What happens after it goes live?
For 7 days after handover I fix anything that breaks and was part of the build, at no extra cost. After that, an optional maintenance plan keeps everything running and up to date. I quote it upfront so there are no surprises.
Book a free call and see what your live reporting system could look like.
- Profit by job and service line in one place
- Open invoices and slow payers in plain view
- Numbers that refresh on their own
- One version of the truth for you and your team
On the call, you will get
- A clear picture of which reports to automate first
- An honest view of what your job data can support
- A fixed quote if it is a fit
- Free call, no obligation
- Works with the software you already use
- You talk directly to the person who builds it