Reports for Signage Business Owners and Managers

These reports gather what a signage business records in separate places: surveys, quotations, job cards, stock, crews and invoices. Each one reads from the live job records.

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The reports

Jobs by stage

Every job from the first survey to the installed board, grouped by the step it has reached and read from the survey, job card and installation records.

Quotations sent and converted

Quotations sent, those turned into jobs and those still waiting, with the number of days each one has waited since it went to the client.

Material to reorder

Sheets, rolls and LED parts that have fallen below their reorder level, with the quantity that each recent job used from stock.

Installations due

Boards that are ready or nearly ready for fixing, set against the crew days already booked, so an overloaded week is seen early.

Invoices held for a photo

Installed boards whose invoice is waiting for the completion photo or the client’s sign-off, listed by crew so the missing picture can be chased.

Rollout position

For each chain client, the stores surveyed, permitted, fabricated, installed and signed off, shown against the full list of stores in the order.

Open repair calls

Calls not yet visited or closed, with the board, the fault and whether the visit is chargeable, so that older faults are not forgotten behind newer ones.

Who acts on them

Each report goes to the person who can move it. The owner reads jobs by stage and held invoices. Storekeepers read material to reorder. The sales team works from the quotation list, and the office plans crews from installations due.

What the figures reflect

A figure can show no more than the records behind it contain. A quotation not entered does not appear. A crew that never adds its photo leaves an invoice on the held list. An odd number usually points to a missing entry.

What your team decides

Which reports each person opens each morning
How stages are named for your own workshop
Which branches roll up into the owner’s view
Whether a report can be exported as a sheet

FAQ

Frequently asked questions

Are the figures live?

Yes. The reports change as surveys, stages and invoices are entered, so no month-end compilation is needed.

Can a report be added beyond this list?

Yes, provided the figures are already held in the system. Further reports are specified with your team in the first workshop.

Does a report show profit on a board?

It can show quoted price against material, vendor cost and crew days that were recorded. How overheads are shared across jobs is the owner’s call, taken with advice from the books keeper.

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