How the week actually went,
in one email.
Monday morning, written from the records rather than from anyone’s memory. No dashboard to open, no report to run.
Five things, no scrolling.
- Jobs opened and closedAnd the ones stuck, with what they are stuck on.
- Margin per jobWhat you billed against what the vendor charged.
- Vendor spendWho you paid, and for what.
- Receivables agingOldest first, with the chase already running.
- Waiting on youEverything that needs a decision, in one list.
The usual five
Yes, and changing it is our job rather than yours. Anything your records hold can go in — a trade broken out, a property on its own line, a number you look for every week. You say what you want and it is in next Monday’s email. A section you never read comes out just as easily.
Anyone you name, and not everyone has to get the same email. Keep the full version, and send the receivables cut to whoever chases money and the stuck-job cut to whoever runs crews.
No. Monday at seven is the default because that is the hour the week gets decided. Pick another day, another time, or a second edition — a short Friday one for the weekend crew, say, on top of the Monday email.
From the records the work already runs through — the request, the dispatch, the vendor bill, the invoice, the payment. Run back-office automation and the digest is written from the same records that ran the week, so every line traces back to a job you can open.
Yes. The discovery call finds where your jobs, vendors and invoices live today, and the digest is built to read from there. It is the fastest way to see your own operation written down — add the rest of the services once the picture is clear.
The report comes to you.
That is the whole idea — nothing to remember to open.