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Reporting for electrical, plumbing and HVAC

Jobs completed is not the same as jobs making money.

Your job management system was built to schedule work and record that it happened. It was not built to tell you what that work cost, what it recovered, or which of your contracts is quietly losing money. That answer needs job data and finance data in the same place.

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What gets in the way

  • Job software reports activity without cost context, so completed and profitable look identical.
  • Margin by contract is rebuilt by hand each month from three separate exports.
  • Engineer utilisation is a feeling rather than a figure.
  • Work gets closed off without an invoice raised and nobody notices until someone happens to look.

Systems we typically connect in electrical, plumbing and HVAC

BigChangeAccess DimensionsRe-flowSageXeroDynamics 365 Business Central

Not listed? See all integrations or just ask.

KPIs we help electrical, plumbing and HVAC businesses track

Gross margin % by job, contract and team

Labour and materials cost recovery %

Engineer utilisation, overtime and productivity

First time fix %

Average job-to-payment timing

Unbilled work value

Vizora AI Alerts

Find out while you can still do something about it

Vizora AI Alerts check your figures every day and email the person who can act when one crosses a threshold. Typical rules in electrical, plumbing and HVAC:

Alert

A job closes at under 40% return

Alert

A job closes with no invoice raised against it

Alert

An engineer's utilisation drops below target for a second week

Real results

Nirvana Maintenance: Profitability up 20% in twelve months

20%increase in profitability within 12 months
Dailyvisibility of job-level margin, not monthly
Automatedalerts on underperforming jobs
Read the Nirvana Maintenance case study

Electrical, plumbing and HVAC — common questions

We already use BigChange. Why do we need Vizora?
BigChange runs the work extremely well. What it cannot do is put your job data next to your finance data and tell you the margin. That is the gap we close — we connect to BigChange and to your finance system, and report across both.
How do we get started?
With a free reporting health check: 30 minutes on the systems you run and the questions you can't answer today, followed by a one-page written summary within a day. No cost, no obligation.
Do we have to replace anything?
No. Data Forge works alongside what you already have. Nothing is replaced or changed in your source systems.

Other sectors

Construction

Know where a contract stands before it finishes.

Property maintenance

High volume, thin margins, and no room to find out late.

Facilities management

Multi-site contracts, and no single view of whether they pay.

Manufacturing and distribution

Margin at contribution level, not just at year end.

Civils and groundworks

Know the position on a job before the final account.

Fire, security and compliance servicing

Every certificate accounted for. Every contract measured.

Professional services

Utilisation and recovery, without the month-end scramble.

Don't settle for incomplete dashboards or static reports

Thirty minutes on the systems you run and the questions you can't answer today, followed by a one-page written summary within a day. No cost, no obligation.

Book a free reporting health checkTry the live demo