01What it is
The Owner centre brings the company's key figures into one place. The tiles show revenue and margin from jobs and the number of active jobs compared with the previous period of the same length, plus receivables as of today. You choose the period: 30, 90 or 365 days, or your own dates.
The amounts are a sum of individual jobs, often still planned, so they are a forecast and not the company's accounting result. Rent, wages and taxes are not included.
The centre is available to people with the finance permission and sits in the Settings menu below a divider.
- THE RESULT IN FIGURES
- Revenue, margin and jobs compared with the previous period.
- DECISIONS TO MAKE
- Cards for each matter with links to the lists.
- PROJECTS SIDE BY SIDE
- Revenue, margin and receivables of every project.
02What it is for
The company on one screen
The key figures without opening reports.
Nothing waits too long
Cards show matters that block work or money.
Where the margin leaks
A list of the 10 jobs with the lowest margin.
Which project earns
The result of every project in the chosen period.
03Main options
The centre has result tiles and three tabs: What needs a decision, Money and Projects.
Matters to deal with
Cards with links to the lists where you deal with each matter.
- Overdue receivables and jobs blocked by late material orders
- Finished jobs awaiting handover and minimum stock levels
- Jobs more than 20% over the time plan and jobs with no hours recorded
- A monthly summary to print for the accountant or a partner
Trend and cost structure
Where profit and loss come from in the chosen period.
- 12-month trend: revenue and margin
- What the cost is made of: labour, materials, subcontractors, other costs
- Where the money goes: revenue, labour cost with hours, materials cost
- The 10 jobs with the lowest margin, with CSV export
The result of every project
Jobs from the chosen period added up by project.
- A revenue and margin chart of the 12 projects with the highest revenue
- Jobs, revenue, margin and margin percentage
- Average job and receivables as of today
- CSV export
04Tasks step by step
- STEP 1Open Settings › Owner centre, the What needs a decision tab.
- STEP 2Click a card, for example Overdue receivables, and deal with the matter on the list that opens.
- STEP 1On the What needs a decision tab choose the month in the Monthly summary part.
- STEP 2Click Monthly summary. The printout opens in a new tab.
- STEP 1Open the Money tab and set the period.
- STEP 2In the Biggest cost leaks table check the margin and the planned versus actual hours.
- STEP 3Click a job to open its details, or export the table to CSV.
- STEP 1Open the Projects tab and choose the period.
- STEP 2Export the table to CSV if you need it in a spreadsheet.
05Actions
The most common tasks in the Owner centre.
What needs a decision
Matters that block work or money.
Monthly summary
A printout of the chosen month's result.
Period
30, 90 or 365 days, or your own dates.
CSV export
Cost leaks and project results.
06What it connects to
Choose a module to see where the signals come from.
Payments
Receivables are the total of pending payments; the overdue card leads to the payments.
Go to the topicPaymentsStock levels
Stock at the minimum level or below goes into the decisions.
Go to the topicStock levelsWork efficiency
Jobs over the time plan lead to the work efficiency report.
Go to the topicWork efficiencyTimesheets
Jobs with no hours recorded lead to the timesheets.
Go to the topicTimesheetsJobs and profitability
The details of job profitability are in the report.
Go to the topicJobs and profitability