KEYSTROKEK

Mechanical contractor · 22 staff · Toowoomba

NOBODY KNOWS WHAT A JOB MADE UNTIL IT IS FINISHED.

Reporting and dashboards

The problem

Job costs were retyped from the job system into a spreadsheet once a month, four days after the month closed.

What we built

An API pipeline from simPRO and Xero into a Power BI model. The job-cost pack builds itself overnight.

The result

Before
41,900keystrokes a year

Four days late, every month.

After
keystrokes a year

06:00 AEST on the 1st: the report is there.

A keystroke is one thing a person had to type or click.

Job-cost packBuilt 06:00 AEST on the 1st
JobCost to dateInvoicedMargin
J-2291 Plant room refit48,21061,40021%
J-2304 Chiller swap12,96015,30015%
J-2310 Ductwork, stage 287,45096,0008%
J-2318 Service contract6,1209,80037%
J-2325 Cold room31,70033,1004%
J-2331 Rooftop units22,84029,50022%
simPRO + Xero > Power BI6 jobs. Nobody typed this.

An illustration of the build running, with sample data.

Every job is quoted individually after a free consultation.

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