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Yes AI - AI Solutions Australia
For trade and field-service business owners and operations managers

Management Dashboards for Trades: Your Whole Business on One Screen

Most tradies run the business from memory, a job book, and a gut feel about cash. A management dashboard pulls jobs won, quotes out versus accepted, cash in, outstanding invoices, and this week's team schedule into one live view you can read on the ute in 30 seconds. No spreadsheets, no logging into five systems.

Built for Australian electricians, plumbers, HVAC, builders, landscapers, and field-service crews who already use job software and accounting but cannot see the whole picture in one place. From $199 per month per dashboard, no setup fee, no lock-in.

Book a Dashboard Walkthrough (03) 9003 0111

Realistic ROI

One source of truth
Jobs, quotes, cash, schedule
One live screen instead of a job app, an accounting login, and a whiteboard that disagree with each other.
Seconds, not Sundays
Time to read the business
Aimed at replacing the Sunday-night spreadsheet wrangle with a glance on your phone.
Quotes you can chase
Quotes out vs accepted
See the value of quotes sitting unanswered so the ones worth following up do not go cold.
Cash you can see
Outstanding invoices
Aged-debtor view of who owes you and for how long, so chasing cash stops being guesswork.

Why a Dashboard Beats the Job Book and the Gut Feel

Trade businesses do not fail because the work is bad. They fail because nobody could see the cash drying up, the quotes going cold, or the crew double-booked until it was too late. A dashboard makes the four numbers that matter impossible to ignore.

The whole business in one glance

Jobs won this month, quotes out versus accepted, cash collected, money still owed, and who is booked where this week. All on one screen, updated from the systems you already use. You stop logging into the job app, then the accounting software, then squinting at the wall planner to work out how you are tracking.

Cash flow you can actually steer

A trade business lives and dies on cash timing. The dashboard shows cash in for the period and an aged view of outstanding invoices: who owes you, how much, and how overdue. When you can see $40k sitting in 60-day-plus invoices, chasing it becomes a Monday job, not a quarterly panic.

Quotes stop slipping through the cracks

Quotes out versus accepted is the number most tradies never track. The dashboard shows the dollar value of quotes still waiting on a yes, ranked by age, so the ones worth a follow-up call get one before the customer books your competitor. Your win rate becomes a number you can work on, not a mystery.

Scheduling you can see before it bites

A simple team-schedule view shows who is on what job this week and where the gaps or clashes are. You spot the day three jobs landed on one crew, or the apprentice with an empty Thursday, before it turns into an unhappy customer or a wasted day.

What Goes On a Trades Management Dashboard

Six panels, all fed from the job and accounting tools you already run. Pick the ones that matter to you.

Pipeline at a glance

Jobs won and in progress

Jobs won this month, jobs in progress, and jobs completed, with their values. The owner sees whether the work coming in is keeping pace with the work going out.

Quote conversion

Quotes out vs accepted

Total value of quotes issued, accepted, and still pending, with an aged list of the open ones. The dollars sitting unanswered get a follow-up before they go cold.

Cash and debtors

Cash in and outstanding

Cash collected for the period and an aged-debtor view of outstanding invoices: who owes what, and for how long. Chasing cash becomes targeted, not random.

Who is where this week

Team scheduling

A simple week view of which crew is booked on which job, surfacing gaps and double-bookings before they cost you a day or a customer.

Workflow health

Jobs by status and stage

How many jobs are stuck awaiting parts, awaiting sign-off, or ready to invoice. The choke points in your workflow stop hiding inside the job app.

Exception flags

Alerts that matter

Optional flags for the things you would want a tap on the shoulder about: a big quote about to expire, an invoice pushing 60 days, a quiet week ahead for a crew.

Trade and Field-Service Dashboard Plays We Build

TaskTraditionalWith a Live DashboardNotes
Electrical contractor, owner running quotes from memoryQuotes tracked in the job app, chased when rememberedQuote value out vs accepted on one screen, aged so the warm ones get chasedOwner can see which quotes are worth a follow-up call this week rather than relying on memory or a hunch.
Plumbing business worried about cash timingCash position is a Sunday-night spreadsheet guessCash in and aged outstanding invoices live, updated dailyOwner sees who owes what and for how long, so debtor chasing becomes a routine task instead of a quarterly scramble.
HVAC field-service crew of eightScheduling on a whiteboard, clashes found on the dayWeek schedule view showing gaps and double-bookings earlyOperations lead spots the over-loaded day and the empty Thursday before they become an unhappy customer or wasted labour.
Builder juggling job software and separate accountingLogs into two systems and reconciles in their headJobs, quotes, cash, and schedule pulled into one combined viewNo more flicking between apps that show different numbers. One screen the whole office trusts.
Landscaping business with seasonal swingsNo early warning when the pipeline thins outJobs won and quotes out trend visible month to monthA thinning forward pipeline shows up as a number, giving time to ramp marketing before the quiet hits.
Multi-trade firm, owner wants a weekly read without a meetingOffice manager builds a manual report each weekSame numbers on a self-updating screen plus an optional weekly summaryThe manual report job disappears. The owner reads the dashboard on the phone and only digs in where a number looks off.

What to Get Right Before You Trust a Dashboard

Garbage in, garbage on the screen

A dashboard only reflects what your job and accounting systems hold. If quotes are not logged or invoices are entered late, the dashboard will be wrong in the same way your gut already is. We start by checking your data is clean and consistent enough to be worth showing, and flag the gaps before we build.

Pick the few numbers that drive decisions

It is tempting to put thirty metrics on a screen. That just hides the four that matter. We work with you to choose the handful of numbers a trade owner actually acts on: jobs won, quote conversion, cash in, money owed, crew schedule. Everything else is a distraction.

It is a management tool, not a stick for the crew

A dashboard that turns into a way to micromanage hours or rank people publicly breeds resentment and gamed data. We help you scope it as an owner and operations view for steering the business, with sensible access so the right people see the right things.

Match the refresh to how you work

Most trade businesses do not need a screen updating every minute. A daily or hourly refresh on jobs, cash, and quotes is plenty and keeps the build simple and cheap. We set the refresh to suit your rhythm rather than over-engineering a real-time feed you will never watch.

How Yes AI Builds Your Trades Dashboard

Connect the tools you already use

We link to your existing job management and accounting software, the systems already holding your jobs, quotes, and invoices. No rip-and-replace. The dashboard reads from them so you do not change how the crew works.

Design the screen around your decisions

A short scoping session to work out the handful of numbers you actually steer by, then a clean, plain-English dashboard built around them. Big numbers, simple charts, readable on a phone in the ute.

Optional alerts and weekly summaries

If you want them, we add gentle flags for the things worth a nudge: a quote about to expire, an invoice pushing overdue, a quiet week ahead. Plus an optional plain-language weekly summary so you do not even have to open the dashboard to get the headline.

Support that does not lock you in

Hosted, maintained, and adjusted as your business changes, from $199 per month per dashboard with no setup fee and no lock-in contract. If it is not earning its keep, you stop. The data and the connections stay yours.

From First Chat to Live Dashboard

Most trade dashboards go from kickoff to a usable live screen in days, not weeks, then get refined as you use it.

Scoping call

A short call to understand your trade, the software you run, and the handful of numbers you actually make decisions on. We confirm the data exists and is clean enough to show.

Connect your systems

We securely connect to your job management and accounting tools and pull jobs, quotes, invoices, and schedule data. Read-only by default, nothing in your systems changes.

Build the first live version

We assemble the dashboard: jobs won, quotes out versus accepted, cash in, outstanding invoices, and team schedule. You see a working version fast and tell us what to change.

Tune to how you read it

We adjust the layout, the metrics, and any alerts so it matches the way you think about the business. The goal is a screen you trust at a glance.

Run, support, and adjust

The dashboard runs and refreshes on its own. We host and maintain it and tweak it as the business changes, on the monthly plan with no lock-in.

Related Reading

Management Dashboards

Our live $199/mo dashboard product these trade dashboards are built on.

Operations Dashboards

Dashboards focused on workflow, throughput, and operational bottlenecks.

Financial Dashboards

Cash flow, debtors, and profitability views for the numbers people.

FAQ

What does a trades management dashboard show?

The core view brings five things onto one screen: jobs won and in progress with their values, quotes out versus accepted (with an aged list of the open ones), cash collected for the period, outstanding invoices as an aged-debtor view, and a simple team schedule showing who is booked on what this week. You can add panels for job status and gentle alerts. The point is the four or five numbers a trade owner actually acts on, not thirty charts nobody reads.

Do I need to change my job management software?

No. The dashboard reads from the systems you already use. If your jobs and quotes live in a field-service or job management app and your invoices live in accounting software, we connect to both and pull the data into one view. Nothing about how your crew logs jobs or how your bookkeeper enters invoices has to change.

Which job and accounting tools do you connect to?

We connect to common Australian trade and accounting stacks, the kind of job management software field-service businesses run plus the usual cloud accounting packages. The dashboard is built to read from whatever holds your jobs, quotes, and invoices. On the scoping call we confirm exactly what you run and how we connect to it.

How much does it cost?

Management dashboards are $199 per month per dashboard, with no setup fee and no lock-in contract. That covers hosting, the data connections, maintenance, and adjustments as your business changes. If you want a more involved build pulling several systems together with custom logic, we scope that separately, but the standard trades dashboard sits on the $199 monthly plan.

How quickly can it be live?

Most trade dashboards go from the scoping call to a usable live screen in a matter of days once we have access to your systems, then we refine it over the following week or two as you use it. The speed depends mostly on how clean and accessible your existing data is, which we check up front so there are no surprises.

Is my business data safe?

Yes. We connect to your systems read-only by default, so the dashboard can show your numbers but cannot change anything in your job app or accounting software. Access to the dashboard is controlled so the right people see the right things. We are an Australian consultancy and we treat your job, customer, and financial data accordingly. Your systems and data stay yours.

Will the numbers actually be accurate?

The dashboard is exactly as accurate as the data in your systems. If quotes are logged and invoices entered promptly, it will be reliable. If your data has gaps, the dashboard will surface them, which is often the first useful thing it does. We check your data is clean enough to trust before we build, and we are honest with you if some habits need tightening first.

Can it send me a weekly summary so I do not have to open it?

Yes, that is an optional add-on. As well as the live screen, we can send a short plain-language weekly summary, jobs won, quote conversion, cash in, money owed, and anything flagged, so you get the headline without logging in. You only open the dashboard when a number in the summary makes you want to dig deeper.

See Your Trade Business on One Screen

Book a short walkthrough. We will look at the systems you run today and show you what a single live view of jobs, quotes, cash, and schedule would look like for your business. From $199 per month, no lock-in.

Book a Dashboard Walkthrough (03) 9003 0111

All discussions held in confidence. Australian-based consultants.