Home Services Operations

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.

0 runs · 0 clones

Try this agent See agent signals

Agent snapshot

Built for home services work, not a generic template.

runs observed

community clones

integrations used

labels matched

Home Services Operations

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.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

On the configured cadence, resolve the current reporting quarter and prior-quarter and prior-year comparison windows

Signal 2 · 2

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

Signal 3 · 3

Normalize all data into one quarter table keyed by metric, scope, period, actual, plan, variance, and RAG status

Signal 4 · 4

Read prior-quarter values from the Agent Database so trend deltas are stable across runs

Signal 5 · 5

Apply variance thresholds (default amber >=5%, red >=15% off plan) to assign RAG status per metric

Signal 6 · 6

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

Connected in this agent

HubSpot

Connected in this agent

Google Workspace

Connected in this agent

Gmail

Connected in this agent

Clone Trades QBR Reporter

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your home services workflow.

Try this agent

Plans start at €20/mo