# Weekly contractor report from your job app export

> Researched. Small business · Beginner · Operations. Updated 2026-11-02.

Canonical page: https://www.aisetupsthatwork.com/setups/weekly-contractor-report-from-your-crm-export/

## What it does
Turn a weekly CSV export from your field-service app into a one-page report on revenue, open quotes, unpaid invoices and repeat customers.

## Who it's for
Contractors and trades using a job or CRM app who never look at its reports because they take too long.

## Tools
- Your field-service or CRM app's CSV export
- Claude or ChatGPT with file upload
- 15 minutes on Monday

## Steps
1. Find the export in your job app for jobs, quotes and invoices. Most apps offer CSV.
2. Remove customer phone numbers and addresses you do not need for the report.
3. Upload the files and run the prompt below. Anthropic says Claude can analyze uploaded CSV files and create Excel files with formulas.
4. Check two numbers, such as total invoiced and unpaid total, against the app.
5. Act on the lists: follow up on old quotes, chase unpaid invoices, contact repeat customers.
6. Ask for the same layout every week so you can compare.

## Copy-paste prompt
Adapt bracketed fields to your situation.
```text
I uploaded last week's exports from my job app: jobs, quotes and invoices. Use only these files.

Give me one page:
1. Revenue invoiced, revenue collected, jobs completed
2. Open quotes by age: under 7 days, 7 to 30, over 30, with customer and amount
3. Unpaid invoices over 14 days, with customer and amount
4. Customers whose last job was 10 to 14 months ago (possible repeat work)
5. Anything odd: duplicates, jobs with no invoice
Say which columns you used. If a number cannot be worked out, say so.
```

## Guardrails
- What it touches: Chat input you provide (Your field-service or CRM app's CSV export; Claude or ChatGPT with file upload).
- Needs your OK: Send, pay, publish, and account changes stay with you. Treat agent output as drafts first.
- Safety level: Read-only
- Exports with different date formats; tell the AI which format your app uses.
- Trusting totals without a check.
- Uploading full customer records when names and amounts are enough.

## Tips
- Jobs with no invoice are the quickest money found.
- Same layout every week makes trends obvious.
- Annual services like tune-ups make the repeat-work list valuable.

## Estimates (labeled, not measured)
- Time saved: About 30 to 60 minutes a week.
- Money saved: Not stated in sources.
- Tool cost: File uploads may need a paid plan. Prices: Not stated in sources.

## Sources
Summaries use the public sources below, not independent verification.
- Anthropic: https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude (Create and edit files with Claude: Excel spreadsheets with working formulas; upload CSV and other files for analysis (read 2026-11-02 from a search result excerpt of the page))

## Get the free starter pack
Five beginner copy-paste AI setups, free by email: https://www.aisetupsthatwork.com/starter-pack/?utm_source=ai-agent&utm_medium=markdown&utm_campaign=setup-weekly-contractor-report-from-your-crm-export

Related:
- [Track the bids you sent and follow up](https://www.aisetupsthatwork.com/setups/track-sent-bids-and-follow-up/index.md)
- [HVAC Service Call Log, ChatGPT](https://www.aisetupsthatwork.com/setups/hvac-service-call-job-log-with-chatgpt/index.md)
- [Summarize customer calls and flag local leads](https://www.aisetupsthatwork.com/setups/summarize-service-calls-for-small-business/index.md)