How It Works
Your business tools, automatically connected
Xero
Accounting
or MYOB
→
Tradify
Job Management
ServiceM8 · Fergus
→
Sheets
Manual Data
Optional layer
→
SDS Engine
Processing + AI
→
This Report
Your Dashboard
We automatically pull your financial and job data together so you always know where your business stands — no spreadsheets, no chasing reports, no manual entry.
Key Performance Indicators — April 2025
Revenue MTD
$0
↑ 12% vs March
On track for best month
Avg Job Margin
0%
↓ 3 pts vs March
Target 42% — watch commercial
Outstanding Invoices
$0
4 unpaid invoices
1 invoice at 32 days overdue
Active Jobs
0
7 total in April
2 completing this week
Job Profitability
Active & Recent Jobs
April 2025 · 7 jobs · Source: Tradify + Xero
| Job Name | Type | Quoted | Actual Cost | Margin | Status |
|---|---|---|---|---|---|
Greenfield Constructions J-041 · Fitout |
Commercial | $8,400 | $5,460 |
35%
|
Active |
Riverside Reno — Smith J-042 · Renovation |
Residential | $6,200 | $3,472 |
44%
|
Active |
Bunnings Mulgrave J-038 · Maintenance |
Maintenance | $4,800 | $2,640 |
45%
|
Complete |
New Build — Hartley J-043 · Construction |
New Build | $7,600 | $4,028 |
47%
|
Active |
Office Rewire CBD J-044 · Rewire |
Commercial | $5,200 | $3,484 |
33%
|
Active |
Strata Port Melbourne J-039 · Strata |
Strata | $3,620 | $1,738 |
52%
|
Complete |
Solar Install — Webb J-045 · Solar / EV |
Solar / EV | $5,800 | $3,074 |
47%
|
Active |
≥ 40% — Good margin
30–39% — Watch
< 30% — At risk
Financial Performance
Revenue & Margin Trend
Last 6 months · Source: Xero
Revenue by Job Type
Last 90 days · Source: Tradify + Xero
Accounts Receivable
Unpaid Invoices
Greenfield Constructions
Invoice #1089
$4,200
32 days overdue
Hartley New Build
Invoice #1094
$3,800
11 days overdue
Office CBD Rewire
Invoice #1096
$2,100
4 days overdue
Strata Port Melbourne
Invoice #1097
$1,350
1 day overdue
AI-Generated Insights
What the data is telling you
Auto-generated daily from live data
Margin Alert
Margin slipping on commercial jobs
Labour overruns on J-041 and J-038 are the main driver. Review your labour rate on the next commercial quote.
Action Required
Invoice #1089 is 32 days overdue
Greenfield Constructions owes $4,200. Recommend a direct call today — risk increases sharply past 45 days.
Good News
Strong month overall
If the two completing jobs are invoiced on time, April will be your best month since November 2024.
Simons Digital Solutions — Perth, WA
Want a report like this
for your business?
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Built for tradies
Not accountants. Plain English, not jargon. Know your margin, not your EBITDA.
Get in touch
Joshua Symons
Simons Digital Solutions
0412 792 546