Know your week in one Sunday email

Owners say they have no idea what is actually happening in the business between bookkeeper visits, and the job-management tools they try often miss the analytics they want. The owner end-of-week dashboard closes that gap with a plain summary email that lands every Sunday evening. It pulls six lines straight from your own jobs, invoices and reviews: jobs done, dollars invoiced, dollars collected, dollars still outstanding, hot leads still waiting on a reply, and any reviews that came in this week. No new dashboard to log into, no manual tally, no spreadsheet. You read it with a beer and walk into Monday knowing exactly where the money and the leads sit.

1. 1

   Trigger

   Every Sunday at 6pm the automation runs against the week just finished, Monday through Sunday.

2. 2

   Action 1

   It tallies jobs completed, dollars invoiced, dollars collected and dollars still outstanding from your job and invoice records.

3. 3

   Action 2

   It checks for quotes and enquiries still waiting on a reply and flags them as hot leads before they go cold over the weekend.

4. 4

   Action 3

   It pulls any new Google reviews from the week and adds your current average rating.

5. 5

   Outcome

   All six lines arrive in one short email to the owner, so you start Monday knowing the numbers without chasing the bookkeeper.

• r/AusElectricians

  'Tradify - ran it for around 12 months, was mostly good but didn't have the analytics I wanted and they had no interest in automating (invoices etc).'

• r/Plumbing

  Critical needs called out: 'Speed-to-lead, Chaos handling, Mobile-first.'