Reports & planning

Margin you can trust, because the cost is real

Excern reports profit from what actually happened — the hauler’s invoice, the scale ticket, the payment — not the estimate on the booking. When a number is still an estimate, it says so.

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Summary

Revenue, cost, margin — by month, market, customer, hauler

Every job in the financial scope counts once; leads, quotes and cancelled jobs never do. Cost is the hauler’s actual bill when there is one, the booking estimate when there is not — and the report tells you how much is still estimated.

  • Brokered and own-fleet work reported separately and together
  • Verified margin (bills and tickets on file) beside booked margin
  • Drill from the number to the jobs behind it

Summary · verified vs estimated

Reconcile

The queue of things that do not add up

A hauler invoiced $514 against a $500 quote. One PDF covered two jobs. A ticket has no job. A job is done but the customer has not been billed. Reconciliation lists each one until it is resolved.

  • Quoted vs actual per brokered job
  • Split invoices, duplicate amounts, unmatched tickets
  • Jobs waiting on a bill, a ticket or a payment

Reconciliation · closeout

Plan

Will we have enough 30s on Thursday?

The planner counts the containers due back and the ones going out by size and day, against what is at the yard, so you rent, buy or broker before the day it hurts.

  • Demand vs supply by size for the next seven days
  • Trucks and drivers needed vs available
  • Cash-flow forecast from open invoices and scheduled work

Planner · cash-flow forecast

Ask

Operator answers in plain English, from your data

Ask what you made on a customer this year, which pickups are overdue, what a driver ran last week. Operator reads your workspace through the same rules as the reports, names its scope, and never guesses.

  • Read-only: it can look things up, it cannot change anything
  • Profit, revenue, billed and owed mean exactly what they mean in Reports
  • Finance answers only for roles with billing access

Operator

Everything in Reports & planning

Summary

Revenue, cost, profit and margin by month, market, customer and hauler.

Verified vs estimated

How much of the cost is proven by bills and tickets.

Reconciliation

Quoted vs actual, split and duplicate invoices, unmatched tickets, unbilled jobs.

Operations

Jobs per driver and truck, dump fees, mileage, hours and overtime.

Planner

Container demand vs supply by size, trucks and drivers, for the week ahead.

Cash flow

A forecast from open invoices, terms and scheduled work.

Scale tickets & diversion

Tons and fees by facility, material and customer; landfill vs recycled.

Operator

Ask questions in plain English; answers come from tool calls on your data.

Custom reports

Pick the columns and filters; export what you built.

Works with

BrokerageSay yes to every job — subcontract it from the same recordOpenScale tickets & dumpsWeights and fees per load, straight to the jobOpenBilling & paymentsInvoices from the job, Stripe, statements, QuickBooksOpen

See your real margin

Start free, bring last month’s jobs and hauler invoices, and read the number.

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