Tech Insights for Contractors
Helping old-economy businesses with new-economy tools.

Archive for Management Reporting

Video Tutorial — Uninvoiced Jobs Labor report

Posted by Thomas Merry 
· Tuesday, May 17th, 2016 
· No Comments

This video tutorial explains the Uninvoiced Jobs Labor report. This report is useful to ensure that (1) you never complete a job and forget to bill the customer (2) to track labor hours and costs for projects in-process and (3) to influence scheduling and move jobs up the calendar that are nearly done to 100% done to improve cash flow.… Read more

IT and the Exit Strategy

Posted by Adrian Merry 
· Friday, May 15th, 2015 
· No Comments

You’ve no doubt heard many pitches proclaiming how information technology can help you run your business. But can IT help you when you’re getting ready to retire or seek a new opportunity?  

As it turns out, information technology helps the specialty contractor sell his or her operation and realize a higher price. The biggest monthly expenses contractors see are for … Read more

Start Using Trailing 12 Month Reports for your Contracting Business

Posted by Thomas Merry 
· Tuesday, January 27th, 2015 
· No Comments

I was at an industry trade group association convention in 2009 and went to a seminar taught by CEO coach Kraig Kramers. He introduced me to a concept called the Trailing 12 Month Report (T12M). They have transformed the way I think about my business.

Most charts, graphs and report simply bundle totals into weekly or monthly totals. But … Read more

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