Legacy Pro Virtual Assistants, offers professional reporting services to trade businesses nationwide. Our team delivers the data you need—accurate, timely, and easy to understand—so you can make smarter decisions, track your progress, and prove your value to customers. Whether you need project status updates, financial summaries, or KPI dashboards, we’ll help you stay in control of your business metrics. Call (702) 276-5844 today to simplify your reporting and get real insight into your operations.
Why Reporting Matters for Trade Contractors
Most contractors don’t have the time to sit down and generate detailed reports—and even fewer have the time to make sense of the data. That’s where we come in.
At Legacy Pro VA, we help you:
- Track how each job or technician performs.
- Understand your profit margins and cash flow.
- Monitor response times, appointment completions, and customer satisfaction.
- Spot bottlenecks in dispatch, scheduling, or communication.
- Prepare reports that help win new bids or keep clients informed.
Our reporting services turn raw numbers into clear, actionable insights that help you grow.
What Our Reporting Services Include
Our virtual assistants are trained to create custom reports that fit your goals, tools, and business structure. Depending on your needs, we can provide
- Daily Job Summaries——what got done, where your teams went, and what still needs to be scheduled.
- Weekly Technician Reports——productivity, missed appointments, and completed jobs by staff member.
- Monthly Financial Overviews—— a snapshot of income, expenses, and billing status.
- Customer Satisfaction Reports—— what customers are saying and how your team is performing.
- KPI Dashboards——itor your top business metrics, from quote-to-close rates to customer churn.
We build reports using your preferred platforms—whether it’s Google Sheets, QuickBooks, ServiceTitan, Jobber, or something else.
Reporting Built for the Trades
We know that running a plumbing, HVAC, or electrical business means juggling a thousand moving parts. That’s why our reports are
- Clear
We avoid confusing charts or jargon—just straightforward, clean visuals and explanations.
- Customized
Your business is unique. We tailor every report to reflect your goals, whether that’s reducing no-shows or increasing service call conversions.
- Timely
You’ll receive your reports on a regular schedule, so you can check performance consistently and respond quickly to problems.
- Integrated
We pull data from your CRM, accounting software, and other systems to avoid duplicate entry and save time.
Our goal isn’t to dump data on your lap—it’s to deliver clarity that drives results.
Why Outsource Your Reporting?
Let’s be honest: most contractors didn’t get into the trades to stare at spreadsheets. Outsourcing reporting to Legacy Pro VA helps you:
- Reclaim valuable time for fieldwork business growth.
- Identify issues early and course-correct before they cost you.
- Improve communication with team members and clients.
- Justify pricing and timelines with documented performance.
- Support your vision with data that drives smart scaling.
We handle the admin so you can focus on the bigger picture.
We Help You Tell the Story Behind the Numbers
Great reporting isn’t just numbers—it’s a story. It shows your wins, highlights what’s working, and brings attention to areas needing improvement. Our reporting services give you the tools to:
- Present professionalism to commercial clients or partners.
- Negotiate better vendor or supply rates with data to back you up.
- Coach your team using objective performance metrics.
- Plan for growth with confidence, not guesswork.
Whether you’re tracking the outcome of marketing campaigns or measuring job site efficiency, we turn your data into something you can use.
Reporting for All Types of Trade Businesses
Legacy Pro Virtual Assistants supports reporting needs across a wide range of industries, including
- Plumbing and HVAC contractors
- Electrical and mechanical service businesses
- Roofing, masonry, and concrete companies
- Landscaping and property maintenance teams
- Buy-Here-Pay-Here auto dealers and service centers
If your business runs on appointments, customer calls, or fieldwork, you’ll benefit from more efficient and transparent reporting.
Get Started With Smarter Reporting Today
Legacy Pro Virtual Assistants is ready to help you streamline operations and build your legacy with real, actionable reporting. Our reporting support helps you operate with clarity, confidence, and consistency. Call (702) 276-5844 today to set up a free consultation and see how our team can take your reporting—and your business—to the next level.
