Your CRM holds the data. Margin Mate reviews job data and technician notes, surfaces what needs attention, and gives managers a clear action list.
Margin Mate turns the information already sitting in your systems into a focused daily review.
Review job, invoice, estimate and technician-note data from your existing workflow.
Surface exceptions, missed follow-ups, margin concerns and potential revenue opportunities for human review.
Give managers a prioritised list showing the finding, supporting evidence and recommended next action.
Most trade businesses don't need more data. They need a faster way to see what the data is telling them to do.
Margin Mate — built from real trade-business management workflowsMargin Mate started with a simple operational problem: managers have plenty of reports, job notes and CRM data, but not enough time to manually review every job and find every exception.
Margin Mate is being built to sit alongside the systems trade businesses already use. It doesn't make the final billing or management decision. It finds the jobs worth reviewing and puts the evidence and next action in front of the manager.
See what Margin Mate surfaces across your own job data. Compare the findings with your existing management process, validate the actions, and decide whether it adds value.
No inflated recovery claims. Opportunity identified and revenue actually recovered are kept separate.