You know your business better than anyone, so day-to-day reporting runs on trust: you tell us what happened with the customers we send. In return, we ask for the access and cooperation the digital side needs — the website, tracking and profiles we run for you — and we always explain why we need it.
Each customer moves through the same stages — lead, contacted, booked, completed, paid — in a shared record both sides can see. If an entry is ever in question, we may ask for an invoice reference, a payment-processor confirmation or a redacted document for that one job. We never ask for bank statements as routine, and we never publish your customers' invoices.