Reports for Electrical Contractor Owners and Site Managers

These reports are read from the quotations, material issues, attendance and bills that the team already enters. Each answers one question that an electrical contractor asks about a site, a client or the store.

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Where the figures come from

An electrical firm keeps its records in several places. Quotations sit with the estimator, issues with the store, attendance with the supervisor and bills with the office, and the reports draw these together by site and by client.

The reports

Quotations open, won and lost

Each quotation by client, value, version and status, with the reason given for any that was lost, drawn from the quotation and enquiry records of the estimating team.

Site cost against billing

Material, own labour and subcontracted labour for each job, set beside what has been billed, showing whether a site is running above its quoted cost.

Material issued and stock below reorder

Cable, conduit and fittings issued to each site, and the items the store must buy, taken from the issue and stock records kept by the store keeper.

Attendance and labour cost by site

Days worked by each technician at each site, priced at their own rates, with overtime shown separately for the owner and the accounts desk.

Running bills raised and pending

Bills prepared, sent, certified and still awaiting the client, with the measured quantity behind each.

Client balances, advances and retention

What each client owes, what has been received in advance and what is held back until completion.

Service contracts and visits due

Contracts that renew soon, visits missed and fault calls open, by technician.

Who acts on them

The owner reads site cost and client balances, and the estimator works from the quotation list. The store keeper reads stock below reorder, and the supervisor reads labour cost for the site. Each report can be limited by role. A supervisor sees only the site assigned.

What the figures reflect

Whatever has not been entered cannot appear in a report. If a supervisor has not entered a measurement, the running bill report shows the gap. More reports can be built from what the system already records. They are scoped with the firm during set-up.

FAQ

Frequently asked questions

Are the reports live?

Yes. They change as the supervisor, the store and the office make entries. No month-end collection is needed.

Can a report be limited to one site?

Yes. Every report can be filtered by site, client or date range.

Can the reports be exported?

Yes. They can be downloaded for the accountant or printed for a meeting.

Is profit by site calculated?

It shows billing against recorded cost. How overheads are shared across sites is the firm’s decision, made with its accountant.

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