Reports

Stage 1 Scope

What it will do

Average hire length and metres on hire over time.
Visits per job, quote win rate, and estimated against installed.
Revenue by customer and by segment.

Until then

Dashboard and Missing & Damaged report

Management reporting, not daily operations.

Preview of the next stage. Not part of stage 1.

PREVIEW

Quick job

An existing customer rings up and needs fence out. Pick them, say where and how much, and it goes straight onto the schedule — no quote.

Customer Who rang Their phone Site address Product Metres Install date Truck Hire Their PO or reference Access notes for the crew

Booked straight in. The install goes on the run sheet with the gear already listed, the contact gets a booking confirmation on the job's thread, and the invoice is raised off the crew's docket on what actually goes in.