OWNER SKILL · EVERY INDUSTRYWeekly Owner Report
Weekly Owner Report
Know your numbers Monday.
Monday morning: work in progress, cash, close rate, and jobs at risk.
AT A GLANCE
DepartmentOwner
Works inEvery industry
Runs onAirtable, Notion, QuickBooks
You getOne page in Notion and a text summary, every Monday at 6am.
Ways to buyDIY, Installed, or Managed
every Monday, one page with the numbers that matter.Airtable · Notion · QuickBooks
3things flagged for your attention each week.Read-only. Changes nothing.
01 · WHAT IT DOES
What Weekly Owner Report does
The Weekly Owner Report pulls jobs, budgets, cash, and pipeline from your tools every Sunday night and builds one page: work in progress, cash position, close rate, and the jobs at risk of going over.
It posts to Notion and texts you a short summary by 6am Monday, with the three things that need your attention this week.
02 · THE PROBLEM
You find out a job is underwater after it's over. The numbers are spread across five tools, and nobody has time to pull them.
Sounds familiar?
You find out a job lost money after it's done
Your numbers live in five different tools
Nobody has time to build a weekly report
You run the business on gut feel
That's us. Book a call →03 · HOW IT WORKS
Step by step
◌ YOUR APPROVALNone. It's read-only.
01Pulls jobs, budgets, cash, and pipeline every Sunday night
02Builds one page: work in progress, cash, close rate, jobs at risk
03Posts it to Notion and texts you a summary
04Highlights the three things that need you
04 · HOW IT CONNECTS
How it connects
Runs on these tools
AirtableA flexible database for reporting and operations data.NotionDocs, SOPs, wikis, and reports.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.Works in every industry
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Agents that run it
BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.Stacks it connects
Airtable + NotionMonday owner report built from Airtable dataJobTread + QuickBooksPayroll prep from time entries, with approval before postingClickUp + NotionMeeting notes become ClickUp tasks with ownersHubSpot + AirtableOne clean source of truth for reportingRelated skills
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Permit TrackerTracks every permit by jurisdiction, so you know which ones take longest and clients get real answers.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callJobTread, QuickBooks, your CRM, and Airtable most often.
Yes. You choose who gets the Notion page and who gets the text.
No. It only reads data.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.