Reporting Overview

Reporting Overview



  Reporting Overview


All businesses want to know their numbers and how each job is going to date or how the job went once it was completed.
It is great to know these numbers live so you can revise your systems on the go rather than meeting the accountant at the end of the year to see how the business performed.

We have created a simple yet powerful report given that Burdi has the unique opportunity to report on 3 data sets (ServiceM8, Xero & Supplier purchases).
With minimal setup, you can easily compare your quoted gross profit (GP) against the actual GP, a critical insight for optimising your operations.

When your actual GP falls short of the quoted GP, you can quickly identify areas for improvement or investigate any issues within the job. Conversely, when your actual GP exceeds the quoted GP, it indicates that your team is achieving efficiencies—whether through purchasing materials at lower costs, using fewer materials, or completing the work faster than expected. Burdi's reporting feature is designed to help you uncover these insights and make data-driven decisions to enhance your business performance.

Overnight Burdi will automatically sync all new & recently edited ServiceM8 jobs into the report.

 
Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.



    • Related Articles

    • Using Burdi with Xero Overview

      Xero Overview Burdi connects with Xero to help streamline accounts payable. Watch the video below to see an overview of Burdi with Xero. Watch the video below to see the overview on how to use Burdi with Xero <br>
    • Using Burdi with ServiceM8 - Overview

      Using Burdi with ServiceM8 - Overview Burdi connects with ServiceM8 to help Tradies automate their day-to-day operations. Watch the video below to see how to use Burdi with ServiceM8. Watch the video below to see how to use Burdi with ServiceM8 ...
    • Reporting & Partial Invoicing

      Reporting & Partial Invoicing Understanding ServiceM8 Partial Invoicing in Burdi Reporting Overview Burdi is designed to provide accurate profitability reporting across entire jobs, even when ServiceM8’s partial invoicing feature is used. This ...
    • Burdi vs Xero Reporting

      Burdi vs Xero Reporting ? Why Burdi’s Summary Revenue Doesn’t Match Xero Overview Burdi and Xero report on two different things, for two different purposes. Burdi is designed to report on jobs — how profitable each one was, how your team performed, ...
    • Reporting Settings

      Reporting Settings For the new reporting settings to become available you may need to disconnect and reconnect Burdi to ServiceM8 (Account > Intergrations) Step 1: Log in to your burdi account click on “Account” page then click on Settings. Step 2: ...