Know exactly where your electrical money went each month — delivered as a reviewed summary you approve

Most electrical contractors close a month with a blurred read on whether service calls or project work actually drove profit. TeamShift delivers one clean monthly summary: service-call revenue, project profitability, and where margin leaked — compiled from your existing sources, reviewed, and ready for your sign-off. You approve it; it stands. Pricing decisions, billing calls, and what to collect stay in your hands — that's your command over the operation, not a limitation of the system.

The handoff is intentionally plain. TeamShift scopes the electrician monthly summary workflow, maps it to Monthly financial summary, and shows you what will be gathered, drafted, sent, or held. Routine work can move quickly once the rules are approved. Pricing, scheduling promises, payments, account changes, and anything unclear come back to a person before it leaves the system.

Early-stage note: TeamShift is not using invented customer logos or made-up case studies. Named results will be published only after live customer work is complete and the customer approves the reference. Until then, these pages describe the operating workflow, the review gate, and the exact handoff you should expect.

An electrical shop runs two businesses at once: quick service calls and bigger projects like panel upgrades, rewires, and EV installs. Both land in the same bank deposit, so a busy month and a profitable month look identical until tax time.

• Service-call cash and project margin land in the same deposit, hiding which side actually drove profit.
• Panel upgrades and EV installs tie up material and labor for weeks before the margin is visible.
• Reconciling QuickBooks against your job spreadsheet takes an evening you rarely have.

You point us at your sources — accounting export, job tracker, invoices, card statement. TeamShift maps service-call revenue separately from project revenue, tags material and labor against each job, and produces a plain-language summary of where the month's money went.

• We pull from your existing exports — no new software to learn or log into.
• Service-call totals are split from project totals so each line stands on its own.
• Material and labor are tagged per job so you see true project margin, not a blended number.

At month-end you open a short summary built for an electrician, not an accountant: what service calls brought in, which projects made or lost money, and the two or three numbers worth watching. You approve it — or send back a correction — and it's final.

• A five-minute month-end review instead of an evening reconciling spreadsheets.
• Every number links to its source line so you can verify or push back immediately.
• You approve the summary before it's considered final — the operation runs on your sign-off.

Every electrical contractor closes a month, and most do it badly because accounting software wasn't built for how a trade actually runs jobs. That makes "where did the money go this month" a steady, recurring operation — not a one-time fix.

• Month-end happens twelve times a year — the operation recurs reliably instead of churning.
• Accounting tools track transactions but rarely deliver service-vs-project profitability in a readable form.
• Owner-readable, reviewed summaries earn the mentions and links that generic dashboards don't.