Managed decision intelligence for owner-led contractors

Know what needs your attention before Monday’s first meeting.

Weekgrade turns the reports you already have into a verified Monday Brief, a 30‑minute Monday meeting, and a short list of actions with owners and dates. A human analyst prepares it and works alongside your controller or CFO, every week.

No payment for the call. We review your reporting stack and tell you whether your systems can support a reconciliation worth paying for. No files needed. If it is a fit, the Ten‑Job Margin Reconciliation with your first Monday Brief is $2,500 once, with $1,000 credited against your first month.

Monday Brief
Week of May 12 · Analyst‑prepared · Reviewed with you Monday 7:30
Priority verified · 3 exceptions tracked
Projected gross margin, open jobs
24.9% ▼ 3.5 pts
Source: job cost export · refreshed Sun 9:40 pm
Unsigned change‑order exposure
$128K ▲ $41K
Source: project management system
Weeks of cash
9.4 → stable
Source: bank + AR + AP
This week · 1 priority
Margin at risk on Project 1207

Labor hours are 13% over estimate and two change orders totaling $41,600 are unsigned. Projected margin falls from 28.4% to 24.9% if nothing changes.

Watchlist
  • Days to bill, service8.9 → 6.2 · improving
  • Overtime share9.1% · watch
Action queue · 3
HighPM review of labor plan, Job 1207PM leadTue
HighSign or reject the two open change ordersOwnerThu
MedHold overtime on 1207 until COs are signedOps mgrWed
Signed by your Weekgrade analyst · Confirmed by your controllerIllustrative sample, not a client’s numbers
Human analyst plus softwareYour analyst prepares every brief. Software makes the reconciling repeatable and traceable.
30‑minute Monday meetingPrepared before you sit down. The time is for decisions.
We work alongside your CFOYour finance team keeps the books. Weekgrade keeps the operating picture aligned with them.
Built for owner‑led contractors$3M–$15M, a service book and a project book on different systems.

Why it is different

Dashboards show you data. Weekgrade shows you what deserves attention.

Weekgrade sits between the systems you own and the people who advise you. Your systems report on themselves; the margin you lose lives between them. Weekgrade reconciles them every week and comes back with what to do on Monday.

What you have
What it does
What Weekgrade adds
Your field or ERP software
Reports what happens inside its own system.
Reconciles what happened across your systems.
A dashboard
Waits for someone to look at it and interpret it.
Arrives Monday with the priorities identified, explained, and assigned.
Your controller or CFO
Owns the books, the close, cash strategy, and financial judgment.
Works alongside them on jobs, labor, backlog, and cross‑system execution.
A peer group or benchmark report
Shows how businesses like yours perform.
Shows what changed in your business this week, and who owns the response.

How Weekgrade works

From scattered data to weekly, guided action.

Seven steps, the same every week. Nothing replaces the systems you run today.

Secure intakeUpload the reports you already use. Connect systems only if that earns its keep.
Verified truth layerWe reconcile and validate your core numbers across systems.
Monday BriefA concise read on what changed, why it matters, and what to do.
Action queueEach action gets an owner, a due date, and an expected impact.
WatchlistEarly signals we are tracking for you before they become problems.
Decision ledgerWhat management decided, with the rationale, recorded.
Outcome ledgerWhether last month’s actions delivered the expected result.

On the roadmap, not in the offer today: a 13‑week cash and revenue outlook, and peer benchmarks with consent.

See it in action

How Weekgrade reaches a condition, not just a number.

Three signals from three different systems. Reconciled, they say one thing: margin is at risk, and here is what to do about it this week.

Project 1207 · Riverside office build

Condition: margin at risk
Signals this week
Projected gross margin by job
18.7%
▼ 5.2 pts vs target
Labor variance by job
+9.4%
▲ hours over estimate
Unsigned change‑order exposure, this job
$41,600
▲ two COs over 30 days
ReconciledInterpretedAssigned

Labor is running ahead of the estimate on work that has not been approved for billing. Margin is already gone; it has not been reported yet.

Actions driving the outcome
  • Review the labor productivity plan for 1207PM lead · due Tue
  • Sign or reject the two open change ordersOwner · due Thu
  • Hold overtime on 1207 until the change orders are signedOps manager · due Wed

Next Monday the brief reports whether each action happened and what the margin did.

Illustrative example. Not a client’s numbers.

Try it on your own numbers

Send one report for a free Instant Weekgrade Preview.

Start by telling us which system your report comes from. We reply with a mutual NDA and a private upload link — no file leaves your systems before that, and please do not email one. Within 48 hours of the upload you get three to five figures calculated from that export, each with its formula, and a plain note on what a single source can and cannot tell you. It is unverified by design: one source, not reconciled, and we attach no recommendation to it.

The Weekgrade Twelve

The twelve operating conditions Weekgrade checks every Monday.

Each has a written formula, a source system, a validation rule, and an exception threshold. During onboarding we confirm which definitions fit your business and document any approved variation, then hold them steady so the trend means something.

Projected gross margin by jobWhere margin is leaking before the job closes.
Labor variance by jobActual hours against estimate at the current stage of completion.
Unsigned change‑order exposureWork performed that nobody has agreed to pay for yet.
Days to billTime from work complete to invoice sent.
Unbilled completed workCost of finished work not yet invoiced; over and under billings.
AR over 60 daysWho owes you, for how long, and how concentrated it is.
Backlog weeksContracted work divided by your weekly burn, and who it depends on.
Crew and technician utilizationBillable hours against paid hours.
Overtime shareOvertime as a share of all hours, by division.
Callback and rework rateJobs you did twice.
Recurring revenue coverageService agreements against fixed overhead, and renewals.
Weeks of cashCash plus near‑term collections, less what is due, against weekly burn.
Numbers with direction and thresholds, never letter grades. Weekgrade grades the condition of the business, never the owner.

The Monday meeting

Your Weekgrade is prepared before the meeting. The 30 minutes are for decisions, not reporting.

  • 10 min
    Priorities from the briefConfirm, reassign, or reject each one.
  • 10 min
    Action queueLast week’s actions, their status, and what the outcome ledger shows.
  • 5 min
    WatchlistWhat is trending toward a problem.
  • 5 min
    DecisionsRecorded with the rationale, so the reasoning survives the month.

When nothing is wrong, the brief is five lines.Attention saved is the product. We do not manufacture problems to justify a fee.

Your dedicated analyst

Your Weekgrade analyst learns your systems, your KPI definitions, and how you run the business, prepares every brief, and reviews the exceptions software cannot judge.

Credit stays with your team

Your controller confirms the source definitions and the disposition of every exception, and their name goes on the brief beside ours. Your Weekgrade analyst signs it. That signature is half of what verified means here — the other half is the tie‑out across sources — and it is the one part we do not hand over.

We work alongside your CFO

Your finance team keeps the books and the close. Weekgrade covers jobs, labor, backlog, and execution across every system, and hands your CFO cleaner numbers.

Pricing

Start with the reconciliation. Continue only if the first brief earns it.

No recurring‑service commitment before you have seen Weekgrade working on your own numbers. The reconciliation stands on its own — you keep the working file and the procedure either way — and $1,000 of it is credited against your first month if you continue.

Step 2 · Weekly service
$2,500per month, single entity
  • Verified Monday Brief every week, with the validation status on every page
  • 30‑minute Monday meeting every week, prepared by your analyst, who facilitates the first four and stays on call after that
  • Action queue, decision ledger, and outcome ledger
  • Up to four data sources; upload‑first, connectors when they earn it
  • Quarterly value review in your own numbers: actions completed, exposure found, cash accelerated, hours saved, and what is still open
Initial 90‑day engagement, then month to month. Multi‑entity and higher‑complexity operations are priced on scope.

Founding design partners: three openings. A reduced 90‑day rate for three owner‑led contractors willing to help refine the Twelve and the Monday Brief workflow, with the standard rate locked for twelve months after that. Logo, testimonial, and case‑study rights are never assumed.

Security and trust

Your numbers are sensitive. The process is built around that.

Trust comes from how the work is done, not from a badge. Every control below is documented and available on request.

Upload‑first, connector‑optionalYou choose what leaves your systems. We hold no source‑system credentials unless you ask us to connect one.
Client‑isolated storageA folder isolated to you inside our Google Workspace, shared with no other client. Any working copy sits on an encrypted device we control and is deleted when your files are.
Every number source‑linkedSource, refresh date, formula, and validation status travel with each figure.
Human review before sendYour analyst signs every brief. Nothing goes to you on autopilot.
Written retention and deletion scheduleRaw uploads permanently deleted 30 days after you send them, by a scheduled job that logs every deletion; everything deleted within 30 days of termination.
Never used to train any AI modelContractual. Your files are stored and processed only in Google Workspace; no AI service touches them, and we tell you in writing before that ever changes.

How every number is labelled

Three rungs. Every line on every brief carries one.

You should never have to guess how much weight a number can hold. The label sets what we are allowed to say about it, and we do not move a number up a rung to make a brief read better.

Calculated

Arithmetic on figures you gave us, shown with the formula. It makes no claim that the underlying figures are right.

Unverified

One source, not reconciled against anything else. We will report it, and we will attach no recommendation to it.

Verified

The same fact tied out across independently maintained sources, every exception resolved or disclosed, and signed by your named analyst.

What Verified does not mean. It is Weekgrade’s standard for agreement between independently maintained systems. Weekgrade is not a CPA firm. Nothing we deliver is an audit, a review, a compilation, or an opinion on your financial statements, and Verified is not a guarantee that a figure is correct. Where several jobs show the same pattern we flag it for further testing, never as a proven conclusion about a whole type of work. Deliverables are for your internal management use.

Questions

Straight answers.

How long does onboarding take?
Your reconciliation package and first Monday Brief arrive within 15 business days of the day we hold all three source files, or the full $2,500 is refunded. The full weekly rhythm, with your definitions validated and the meeting running, settles in over three to four weeks.
Can we start with uploads instead of integrations?
Yes, and most clients should. Upload the exports you already produce. We connect a system directly only when it saves you real time and you have approved the access.
Which systems do you work with?
We start from the XLSX or CSV exports your systems already produce. Typical stacks pair a field or project system such as ServiceTitan, BuildOps, Jonas, or Procore with QuickBooks, Sage, or Foundation, plus payroll and an estimating tool. The reconciliation shows you which exports can support each of the Twelve and where something is missing.
Do I need a data team or an analyst?
No. Your controller or bookkeeper keeps doing the close. Weekgrade does the cross‑system reconciliation and the interpretation, and the credit on the brief stays with your team.
Is this a dashboard?
Dashboards are included as the evidence behind every number. What you are buying is Monday morning: a verified read on the business, a short meeting, and actions that get followed up.
What happens in a quiet week?
The brief is five lines. It says the twelve numbers are inside tolerance, notes what the watchlist is tracking, and stops. We do not manufacture problems.

Next step

Know what needs your attention before the week begins.

Start with a 25‑minute fit call. If the reconciliation makes sense, you get up to ten closed jobs reconciled across three independently maintained systems, the workbook and the procedure, and one Monday Brief built from your own numbers, whether or not you continue.

No payment for the call. If it is a fit: $2,500 once for the Ten‑Job Margin Reconciliation and your first Monday Brief, $1,000 of it credited against your first month. Miss the delivery date and the full $2,500 is refunded.