Reports

Measuring the effectiveness of actions based on the reports available in the system aims to introduce beneficial improvements during the execution of tasks and projects.

Reports in Contractors.es are available in the section “Contracts → Planner → Reports” and include:

Project Time Balance - the total time allocated for employees’ work on a selected project.
Project Financial Balance - the difference between the contractual amount and all incurred costs related to the project’s execution.
Project Billing Balance - financial settlements with the client, including stage invoices for completed contractual work stages.
Changes in Projects - a financial summary of changes in projects that have been accepted and sent.
Employee Salaries - salary settlements for employees calculated by the system based on their working hours.
Subcontractor Payments for Timely Work - settlements with subcontractors for their services.
Sales by Sales Representatives - a report on which sales representatives are more effective based on acquired projects.
Sales by Estimators - a report on which estimators are more effective based on acquired projects.
Field Employee Attendance - summaries illustrating the diligence and responsibility of your field employees (delays, attendance, or if they registered at the project address).

Time Balance

Based on daily progress reports submitted by foremen on a selected project, reports filled out by project visitors, and the planned work schedule, the system calculates whether the project is already delayed and may incur losses or is on schedule. The report presents whether the estimated number of workdays planned for the selected scope of work is sufficient or not.

REMEMBER: The quality and speed of task execution are influenced not only by the employees selected from the list but also by the smooth delivery of materials and equipment, without which construction work cannot proceed.

Projects marked with background colors on the list indicate delays related to employee working hours.

Red color - indicates that the set working time limit has been exceeded.
Orange color - the range of calculated working time is close to the planned time.

In project records where discrepancies have been noted, the following messages may appear:

There are records without a set end time – this means that there are records in the work schedule list for the selected project with an unfilled end time.
Exceeding days in the project work scope – for selected projects, the number of days specified in the estimate has been exceeded in the actual time for the given work scope.

REMEMBER: A project with a “Time and Material” estimate can be recognized by the blue background color of the message visible in the record list.

REMEMBER: Completing records where “Warnings” remain visible on the list will affect the final result in other types of balances available in the system.

Using the “Show details” arrows next to each record with a work time balance, you can view the detailed work time settlement for this project.

NOTE: The name “Undefined” on the work scope list indicates work where the activity has not been specified, e.g., when manually filling in attendance by an office worker.

REMEMBER: Regular reporting of work progress by the appropriate employees is crucial for analyzing the project’s profitability.

It should be mentioned that Contractors.es generates clear bar charts with a summary of the time spent on implementing individual work scopes. They are available in the “Reports” tab in the view of the selected project on the contract list.

Hovering over a selected bar will display the estimated or worked days. Visible messages with “Warnings” inform about irregularities that need attention or should be completed if possible.

Financial Balance

The financial balance of projects shows the amount of profit or loss achieved by subtracting the “Contractual Amount” from all incurred costs during the execution of the work. The system automatically fills in the values in the financial balance table based on:

the working time of field employees (column “Current Labor Cost”),
used construction materials from our warehouse or purchased and directly entered into the project warehouse,
the rental or depreciation value of necessary construction equipment (column “Current Equipment Cost”),
other incurred costs that do not qualify for the above groups (column “Current Other Costs”).

For the selected project record, it can be stated that:

The value of the “Current Balance” is positive, which means that the “Agreed Contractual Amount” is not lower than the total costs incurred so far. The “Current Balance” is the amount of optional profit.
The orange color indicates that the work progress value of 0% may affect the final financial balance of the project - the color depends on the proportionality of work progress and the value of incurred costs.
Fields in the table that have not yet been filled in, such as “Current Equipment Cost” and “Current Other Costs,” will be generated by the system if a type of cost belonging to one of the given categories arises.

Using the “Show Details” arrows available in the columns defining the current types of costs, you can view their detailed preview.

In the preview of the selected project on the list in the “Contracts → Projects” menu, you can also view the “Financial Balance” generated by the system. Simply go to the “Reports → Financial Balance” tab for the selected project. Rows containing costs are marked with blue font color. By clicking on the name of these rows, a detailed description for the given cost group will be displayed.

NOTE: The nearing completion of the project statistically means that the value in the “Current Financial Balance” column may be close to the final value determining financial profit.

Billing Balance

The project billing balance module shows the value of issued invoices in relation to the project’s contractual amount and the progress indicator. This allows you to control both the degree of invoicing and the project’s progress over time.

REMEMBER: A fully settled project will be removed from the “Project Billing Balances” list.

NOTE: The amounts listed are net amounts and do not include VAT.

REMEMBER: Each subsequent invoice entered for the selected project will sum the amount given in the “Invoiced Amount” column.

NOTE: The progress indicates the percentage of the task completed.

Changes in Projects

Changes in projects often generate additional costs that were not included in the original estimate. Each reported change should be accepted before work begins.

In the list under “Contracts → Reports → Changes in Projects,” you can see the names of projects for which at least one accepted change has been reported in the system.

NOTE: An exception is projects billed on a “Time and Material” basis. For this type of project, changes cannot be made. A new estimate should be created, and its settlement value should be determined, or changes should be settled according to the time and material principle.

REMEMBER: The value given in the “Contract Amount” column is the contractual amount established during the project estimate. The amount given in the “Accepted” column (regardless of the number of changes made) will automatically be added to the “Agreed Amount” column (Contract + Changes).

Using the “Show Details” arrows, you can preview what and at what contractual amount the accepted change in the project concerns.

REMEMBER: Removing accepted change requests will alter the value expressed in the “Agreed Amount” column available in the “Contracts → Reports → Project Billing Balance” section.

Employee Salaries

Field employee salary reports are calculated based on their logging into work via the mobile application. This is a list of costs associated with employing and settling employees for their work, which should be exported and forwarded to the accounting department.

In the preview of the selected employee from the list, you will see on which days and where they were assigned to work, as well as the salary value calculated based on their settings in the HR tab of their contact.

You can limit the range of displayed records to a time range or group relevant to the search.

NOTE: Entries on the employee salary list cannot be edited.

You can settle entries individually or in bulk using the “batch method” shown in the screenshot below.

REMEMBER: Settled entries related to employee salaries will not be available in the “Salaries” tab in the preview of their records. Only unsettled amounts are located there.

Subcontractor Salaries

Subcontractor labor salary reports under the “Time and Material” contract are generated based on the subcontractor foreman’s logins to the mobile application (they should have an account in our system). The settlement of subcontractor employees’ working time depends on their number and hours worked (product of hours and number of employees).

In the “Salary Amount” field, the total value calculated based on the settings entered during the creation of the subcontractor agreement will be summed up.

The functionality of this system section is similar to the described “Employee Salaries.”

Sales by Estimators/Sales Representatives

Based on variables related to the work of estimators, the system allows generating reports that directly concern:

Estimates: The number of projects for which the estimator made estimates.
Project Changes: The number of revisions in their projects (only for the estimator report).
Contract Amounts: The profitability of acquired projects in relation to the established “Sales Target.”

REMEMBER: Select the date range for which the sales report should apply to assess the effectiveness of employed staff within a specific time frame.

Thanks to graphical charts, you will be able to easily assess the work of the selected Estimator, allowing you to quickly identify their strengths and weaknesses.

REMEMBER: For “Estimates” and “Project Changes,” you can use “Quantity” and “Amount” interchangeably.

Estimators on the list are arranged in alphabetical order. At the very end of the list, there are common variable charts available, generated for all Estimators together.

Presence of Field Workers

The field workers’ presence report is linked to the “Contracts → Planner → Browse Events” section, which graphically shows:

Lack of work start (red line),
Incorrect start or end of work (green line),
Incorrect distance to work (blue line).

NOTE: The threshold values for variables, such as what delay we accept or how far one can register from a given project address, are set by the system administrator.

REMEMBER: Set the “Date Range” for which the report should apply, so that the number of charts and information on the screen is readable.

NOTE: The values on the chart for one variable are the sum of all irregularities within a specified date range. If one worker was supposed to be on 2 projects in one day and was late in both cases, each of these events counts as a separate entry.

Depending on your needs, you can adjust the appearance of the charts by choosing one of the following options:

When hovering the cursor over a selected variable, only that chart will be highlighted.

By clicking the cursor on the names of two variables, only one chart will be visible.

All field workers using the mobile application are visible on the list below the charts. They are arranged in alphabetical order.

For each of them, three variables are recorded according to which graphs are generated. By clicking on the “arrow” icon, you will go to the preview of the assigned irregularity. You can expand the lists of all variables and collapse them by clicking on the “arrow” pointing in the opposite direction.

NOTE: The intensity of the row colors indicates the number of irregularities recorded by the system. Employees without issues are marked in white.