Vantedge turns the job data and accounting your restoration company already keeps into one live dashboard, with a page for every department and one for the owner.
Made for restoration
“What do we have to bill this week to hit the year?”
The weekly number is recalculated every morning and split by department.
Forecasting →“Which jobs are finished but still not invoiced?”
Listed by job, with the dollars waiting on each one and who owns it.
Receivables & Invoicing →“Where are estimates getting stuck?”
Every stage of a job is timed against your own target, with the late ones named.
Time-cycle tracking →The platform
Each person signs in and opens to the numbers they're responsible for. Every figure clicks through to the jobs behind it.
Administrative
What needs attention today: jobs awaiting inspection, files with no recent notes, and exceptions ranked by how serious they are.
Aging by bucket, finished work that has not been billed, and every past-due balance down to the job.
Business Development
Leads by source and referral partner, close rates, lost-job reasons, and open estimate value by stage.
Business development spend assigned to each referral office, next to the revenue that office sent back.
Production
Separate pages for each division: open jobs, who is carrying them, projected margin on work in progress, and year-to-date results per project manager.
Every stage from first call to closed, timed against the target you set, with the jobs running late listed by name.
Leadership
Headline numbers, department comparisons, and the short list of things that need a decision.
Jobs closed or tracking under your margin floor, split by division and sorted lowest first.
The weekly number needed to hit the year, plus the KPI sheet, cash position and month-by-month results against last year.
Everyone
Type a plain question like “which jobs have costs but no invoice?” and get the answer with the job list behind it.
An email every morning written for each role: what moved since yesterday and what to pay attention to today.
How it works
Your office keeps working the way it does now. Vantedge reads what your systems already produce.
Your job-management export and your accounting reports arrive by email each morning. Nobody types anything in.
During setup your data is mapped to your divisions and checked against your accounting totals before anyone sees it.
At your own address, yourcompany.yourvantedge.com, on desktop or phone. Each person sees the pages for their role.
The Morning Pulse
Before the office opens, each person gets an email written for their seat: what moved since yesterday and the short list that needs attention today. Owners get where the company stands, built on their own financials, or a custom report they choose.
Revenue forecasting
Set the annual goal once. Every refresh recalculates the weekly number, splits it by department, and shows three honest readings of where the year will land.
Each line carries its share of the gap based on what it has billed this year. No targets to maintain.
Three readings of the same ledger, side by side. None of them is a promise.
KPI reports
The spreadsheet someone used to fill in every Monday, now calculated straight from the source and tied to your accounting.
This year against last. Click any month to break it out by division.
Open estimate value by stage, read straight from job status.
Ties to your accounting aging report, line for line.
Every stage of a job timed against your own target. The black tick is the target.
Why Vantedge
Vantedge reads the exports from your job-management software and your accounting reports. There is no new system to move into and no data to re-enter.
Every page was designed around the questions a restoration office asks each week, then tested against real jobs before anyone else saw it.
Click any figure and see the exact list of jobs that make it up. If a number looks wrong, you can find out why in seconds.
The weekly target, the department split and the year-end readings are part of the platform, not a custom report you have to request.
We handle the setup, the mapping to your divisions and the daily refresh. Your team signs in and gets to work.
Every company gets its own site under its own name, like harborline.yourvantedge.com, on desktop or phone.
No. Vantedge reads the exports from your job-management software and the reports from your accounting system. Your team keeps working the way it does now.
Vantedge works from the exports your restoration job-management or CRM software already produces, plus the reports from your accounting system, whether that is QuickBooks, NetSuite or something else. During setup we map your exports into the same structure.
The dashboard refreshes every morning from the exports your office sends, and every page shows the time its data was pulled.
Each person signs in with their own work email at your company’s private address. Everyone opens to the pages for their role, and company financials stay with leadership.
Every company’s setup is a little different. Send us a note through the contact form below and we’ll follow up with details.
Every company’s setup is a little different. Send us a note through the contact form below and we’ll follow up with details.
Book a walkthrough
Tell us about your company and the systems you use. We'll walk you through the platform and talk through what setup would look like for you.
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