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Reports, dashboard & API

Dashboards, reports and a read-only API

A home dashboard for each role, reports with exports, and a read-only API for your TV board and tools.
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What it solves

The numbers without the spreadsheets

Owners want to know what's on the road, what's waiting on the RCA and what's unbilled, without asking three people.

  • Key numbers are spread across systems.
  • Month-end reports are built by hand.
  • Office screens and tools need their own copy of the data.
Reports: profitability, unbilled work, TMP turnaround by RCA, utilisation and expiring tickets
ProTTM home dashboard: today's and tomorrow's crews, slots still to fill, and the TMP pipeline

Screens show the real app with fictional demo data.

How it works

Step by step

  1. Start at Home

    Managers see today's and tomorrow's crews, unfilled slots, the TMP pipeline, delivery and billing. Designers see their own TMPs. Field staff see their shifts.

  2. Open a report

    Filter by date, business unit and client, then download as CSV or Excel. Cost and margin columns need the "view costs" permission.

  3. Put it on the wall

    Create a read-only API key in Admin, choose its scopes, and connect your office TV board or your own tools.

Key capabilities

What it does

  • Reports: task profitability, utilisation, overdue tasks, unbilled work, timesheet exceptions, competency expiries, TMP turnaround by RCA, declines and RFIs by reason, and monthly invoicing.
  • TMP pipeline figures: requests received (per working day), work submitted by RCA, RFIs and declines this month with reasons, and processing time.
  • Billing figures: invoiced this month against last month, ready to invoice by client, and the billing-run countdown.
  • API scopes for tasks, TMPs, a change feed, bookings, timesheets, invoices and dashboard figures. The API can't change data.
  • Each key is shown once and stored only as a fingerprint. Limits are 120 requests a minute and 20,000 a day, and every call is logged for 90 days.
  • An OpenAPI description for developers.

Questions

Common questions

Can we get our data out?

Yes. Reports download as CSV or Excel. Lists such as the competency matrix and audit log export to CSV. The read-only API returns your tasks, TMPs, bookings, timesheets and invoices.

Can we hide costs and margins from some staff?

Yes. Cost and margin figures need the "view costs" permission. Reports and task pages hide them from anyone without it.

All questions

On the same job

Works with

  • Invoicing & accounting

    Approved time and hire priced from your rate cards, synced to your accounting software, with payments synced back.

  • TMP register & RCA tracking

    Each plan from request to approval and expiry, with the reference numbers each RCA uses.

See it with your own jobs

We'll take you through a job from TMP request to invoice in the real app.
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