Iron Ridge Field Services
Jun 2026 - MTDHeartbeat summary
3 heartbeat areas need watching.
Contractor / field service template: cash oxygen, profit discipline, job pressure, schedule momentum, and aura in one read.
$172,000 estimated cash; $2,630 daily fixed burn. -$21,200 net cash movement this period.
90% of dollars are categorized. Review the top uncategorized vendors and confirm the tax/owner-pay rules to get this to 100%.
Materials are running 3.8 points above the target job budget across active work.
Weighted backlog covers 8.4 weeks with two jobs waiting on materials.
Lead intent is strong, but response time is slipping on estimate requests.
The One Thing
Food COGS is the first constraint: shortfall on the modeled allocation.
Demo setup
Contractor / field service
This tour is showing a sample contractor / field service view. Explore the heartbeat first; source connections come later.
Sample data included
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Contractor heartbeat
32.6% blended margin across active jobs. Two jobs are under target after labor and materials.
$412,000 weighted backlog, covering about 8.4 weeks of crew capacity.
76% crew utilization. Overtime is starting to pressure two crews next week.
$68,500 open AR, with $18,200 past 30 days and one progress bill needing follow-up.
Go-Live Coach
CoachReadiness coach for Profit First automation. It runs the money-movement plan virtually first, then tells you what must be fixed before real transfers should begin.
Stay virtual and fix Food COGS; it would break first if money moved today.
Food COGS is short by $41,234; this is where the virtual model would have broken.
virtual backlog read
$428,700
Profit First operating system
Owner pay and profit get protected before the business spends the rest.
Profit First is the money discipline behind the dashboard. OutFront can run it virtually first, show what should be set aside, and only move real deposits into separate accounts when the business is ready and the owner turns that on.
