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TeamShift

electrician monthly summary

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.

Positioning

Built for searchers who already have the problem.

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 problem

You feel busy but can't tell which work paid

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. Getting a real read means wrestling QuickBooks, job costing, and a spreadsheet you don't fully trust — and most owners simply skip it. TeamShift delivers that summary as a finished, reviewed packet. Pricing decisions and billing calls stay yours — that's you staying in command of the operation, not a gap in the system.

  • 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.
  • A high-revenue month can quietly lose money on underbid project work.

Workflow

We compile your numbers into one reviewed packet, ready for your approval

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. You receive it as a packet with every figure and its source line. Nothing posts and no money moves. Pricing, billing decisions, and what to collect are owner-approval gates — you make those calls on a system that's already done the work of assembling the picture.

  • 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.
  • Pricing, billing, and collection decisions are routed to you — the operation waits for your call.

Outcome

You review it in five minutes and run the next month with a clean read

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. Because every figure links to its source, you can verify any line in seconds. You decide what it means for next month's bids and crew. TeamShift delivers the read; you command what happens next.

  • 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.
  • Pricing changes and bid adjustments stay your decision, now informed by clean numbers.

Why it holds

A monthly money read is a durable, recurring operation

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. TeamShift earns lasting relevance by delivering a real, owner-readable answer rather than another dashboard to maintain. It connects naturally to related operations like cleaned-up books and reports that deliver themselves, so the work compounds into a reliable operations layer owners return to month after month.

  • 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.
  • Internal links to bookkeeping and reporting operations build durable topical authority over time.

Questions

Before you request it

Does TeamShift change my accounting software or move money?

No. TeamShift reads from your existing exports — accounting reports, job trackers, invoices, statements — and assembles a separate reviewed summary. It never posts entries, edits your books, or moves money. Pricing, billing, and collection decisions are owner-approval gates: the operation delivers the complete picture, and you make the calls that matter.

How does the monthly summary separate service calls from project work?

We map your revenue and costs by job type, so quick service-call income is reported separately from project work like panel upgrades, rewires, and EV installs. Material and labor are tagged against each project so you see true margin per job — not a single blended number that hides which side of the business paid.

What do I have to provide to get a monthly summary?

Whatever you already use: a QuickBooks or accounting export, your job or estimate spreadsheet, invoices, and a card or bank statement. You don't adopt new software or change your workflow. TeamShift maps those sources into one reviewed packet each month, delivers it to you, and the summary is final once you approve it.