Financial Intelligence
Why did margin change?
Separating a real margin problem from a mix shift or a timing difference.
Financial Intelligence
Know What Happened, Where Cash Is Stuck, and How Good the Profit Really Is.
Financial Intelligence reconciles the job-level billing in your field service software against your accounting ledger, so an HVAC, plumbing, or electrical owner can see why gross margin moved, which invoices are holding up cash, and whether a strong month reflects real profit or just a lucky job mix.
Financial Intelligence — Weekly View
Gross Margin Trend
Is profit quality improving, and is it inside the target band?
A/R Aging
How much is open, and how much of it is aging past terms?
- Current
- $64.2K
- 1–30
- $22.1K
- 31–60
- $9.6K
- 61–90
- $11.2K
- 90+
- $7.2K
Billed vs. Collected
Reconciled against the accounting ledger this month.
- Billed
- $286.4K
- Collected
- $251.9K
- Unmatched
- 3 records
What Leaders Can See
- Gross margin by job type, technician, and week
- A/R aging with the invoices that actually need a call
- Billed versus collected, reconciled against the ledger
- Cash and accrual views side by side, clearly labeled
What the Team Does Next
- 1Follow up the specific invoices past 60 days
- 2Reprice work types that consistently miss quoted margin
- 3Resolve the records that fail reconciliation
Before, Decision, Action
Before
Margin dropped two points and the P&L will not explain why until month-end close.
Decision
Replacement jobs are carrying 11% more material cost than quoted — the drop is concentrated there.
Action
Service manager reprices the top three install SKUs; controller reviews again Friday.
Capabilities
Supporting Capabilities
Ledger Reconciliation
Job-level billing checked against the accounting ledger, with every mismatch listed.
Profit Quality
Margin separated by job type so a good month and a lucky month look different.
Cash Pressure
Aging buckets, collection pace, and the accounts behind the number.
Build an Operating System Around the Business You Actually Run.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
- Thirty minutes, no preparation needed
- Bring the systems you use today
- Leave with a view of your first scorecard
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.