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