Case StudiesTrades Business Data Model
Trades

Trades Business Data Model

Jobs, Customers, and Profitability

Most trades businesses track jobs in spreadsheets or even paper, making it impossible to know which jobs actually make money.

Connected data structure
12 tables

Executive summary

Maturity score
1.0 / 4
Annual waste
£25,000
Risk flags
3 identified
Top priority
Job Profitability Tracking

The problem, in detail.

Pain points uncovered during discovery. Each one costs real time and money.

Total annual waste identified: £28,000
1

Unknown Job Profitability

Completing jobs without knowing if you're making or losing money until months later.

£15,000/yr
2

Quote Accuracy

Underquoting because historical job costs are buried in spreadsheets.

£8,000/yr
3

Invoice Delays

Waiting weeks to invoice because job details are scattered.

£5,000/yr

How we fixed it.

A structured data model connecting customers, quotes, jobs, materials, time, and invoices, so you can see true profitability per job.

The measurable impact.

Numbers from the engagement. Your results will depend on scope and starting point.

12
Tables
Interconnected data structure
8
Key Reports
Pre-built analytics views
2-4 weeks
Setup Time
Typical implementation

Real feedback from real people.

I thought we were making 30% margin. Turns out it was closer to 12% when you factor everything in.

O
Owner
Plumbing Business

Ready to fix your data?

Most businesses carry hidden costs from scattered data. Tell us where it hurts and we will map the system that fixes it.