Trades QBR Reporter
Closes the quarter for a field-services owner without a finance team. The agent pulls profit-and-loss from the accounting platform, jobs and billable days from the field-service job system, and won opportunities from the CRM. It compares each metric to the quarterly plan, flags variances with red/amber/green status, writes a board-ready Google Doc narrative covering revenue, gross margin, job mix, utilization, and pipeline coverage, and updates a Google Sheets dashboard with the same numbers for quarter-over-quarter tracking.
Agent snapshot
Built for home services work, not a generic template.
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template uses
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to trades QBR Reporter. Use Xero, Airtable, HubSpot, and Google Workspace and related tools. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every quarter, pulls accounting P&L, field-service jobs, and CRM wins, compares actuals to plan with RAG status, and delivers a Google Doc narrative plus a Sheets dashboard.
Workflow brief
Where Trades QBR Reporter fits in a home services automation system
Trades QBR Reporter is designed for a specific recurring job: closes the quarter for a field-services owner without a finance team. The agent pulls profit-and-loss from the accounting platform, jobs and billable days from the field-service job system, and won opportunities from the CRM. It compares each metric to the quarterly plan, flags variances with red/amber/green status, writes a board-ready Google Doc narrative covering revenue, gross margin, job mix, utilization, and pipeline coverage, and updates a Google Sheets dashboard with the same numbers for quarter-over-quarter tracking. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Xero, Airtable, HubSpot, Google Workspace, and Gmail as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
On the configured cadence, resolve the current reporting quarter and prior-quarter and prior-year comparison windows
Fetch P&L lines from the accounting platform; fetch job, billable-day, and utilization data from the field-service system; fetch CRM opportunities won and pipeline by stage
Normalize all data into one quarter table keyed by metric, scope, period, actual, plan, variance, and RAG status
Read prior-quarter values from the Agent Database so trend deltas are stable across runs
Apply variance thresholds (default amber >=5%, red >=15% off plan) to assign RAG status per metric
Compose the Google Doc: executive summary, financial review, operational review, sales/pipeline review, RAG table, recommended actions
Integrations used
Trades QBR Reporter connects Xero, Airtable, HubSpot, Google Workspace, and Gmail.
Xero
Connected in this agent
Airtable
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HubSpot
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Google Workspace
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Gmail
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Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your home services workflow.
Plans start at €20/mo