Analytics, Financials and the audit trail.

Section 01How to do it

1. 01

   Start at Financials on a Monday

   Invoiced and owed are the two numbers that decide the week. Everything else on the page is there to explain them.

2. 02

   Work the ageing, not the total

   A large owed figure made of last week’s invoices is healthy. The same figure made of ninety-day debt is not. How old the debt is matters most.

3. 03

   Use Analytics for the team question

   Open a person to see their work beside the team average and where their records could be better. Each gap opens the doors behind it, so it can be put right.

4. 04

   Use Activity when something looks wrong

   When a record is not what somebody expected, the audit trail answers who changed it and when. It settles the question before it becomes an argument.

5. 05

   Export what you need to take elsewhere

   If it belongs in a board pack or your accountant’s spreadsheet, take the CSV. Nothing here is trapped in the screen.

Section 02What the app actually does here

• Analytics shows what each person on the team did — jobs, doors, days on site, doors an hour — beside the team average, for any period, client or property
• It lists the gaps in each person’s records, such as a failed check with no photo or a door with no size, and opens the doors behind each one
• Doors nobody could reach are shown on their own and never counted against anyone
• The same page shows the remedials still open and how late they are, doors inspected and doors failed month by month for a year, why doors fail, and each property — each in its own section
• It also shows booking requests, RAMS, client portal use and inspections by status, so nothing needs a separate report
• The fire stopping workspace has the same Analytics, for surveys and items — with open defects, building health, tested systems and the survey trail
• Financials leads with what has been invoiced and what is still owed. How old the debt is (the ageing) is one click away
• Part payments are shown as part payments, so an invoice is not either paid or unpaid when it is neither
• The Stripe payment that settled an invoice sits against that invoice, which is what makes reconciliation possible
• Activity shows record changes day by day, every email sent and when each client last signed in to their portal. Each teammate’s changes are kept on their own history
• A sent email can be opened and read as the recipient received it
• Analytics, Financials and Activity are on every plan — there is no reporting tier
• All three pages export as CSV on demand — Analytics for owners and managers, Financials for owners

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related