Job Costing & Profitability Reporting
For contractors, machine shops and engineering firms, the system shows labor, material and margin on each job beside the cash position.
Job costs arrive after the job ends
Labor sits in timesheets, materials sit in vendor invoices and the quote sits in a folder. Nobody sees what a job earned until long after it closes. The system pulls labor, material and billing into one record per job and compares each with the budget. It shows margin on every open and closed job next to cash in and cash out. Staff set the budgets and review the figures. Costs the system cannot match to a job go on a review list for a person.
What's included
- 01
Job budgets
labor, material and subcontract budgets set for each job from the quote.
- 02
Labor capture
hours from the timesheets or time app applied to the job they belong to.
- 03
Material costs
vendor invoices matched to jobs so purchases land where they belong.
- 04
Margin by job
budget, cost to date and margin for every open and closed job.
- 05
Cash beside margin
billed, collected and owed shown next to each job's cost.
- 06
Unassigned costs
invoices and hours with no job listed for a person to assign.
- 07
Scheduled reports
a report on a chosen schedule, sent to the people named.
- 08
Owner review
a person confirms the figures before reports go out, and staff can pause them.
How it works
- 01
Cost review
The review traces where labor, materials and billing are recorded today and how a budget is set for a job.
- 02
Report setup
The setup defines the job record and the reports with the owners, then connects timesheets, accounting and billing data.
- 03
Supervised test
Reports are built for finished jobs first, and staff check the figures against what they know happened.
- 04
Launch and support
Reporting goes live on the client's sign-off, and a review of the matching, report tuning and a monthly summary follow.
Industries
Industries served
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Frequently asked questions
Does the way time is tracked need to change?
Not at the start. Time is read from the sheet or app in use now. If gaps appear, such as hours with no job number, small changes are suggested and tested with the crews first.
Can it work when job numbers are inconsistent?
It matches by job number first, then by customer and address, and puts anything uncertain on a review list. A person assigns those items, and the matching rules are tightened as patterns appear.
Who sees the margin figures?
Only the people the business names. Access follows that list, and reports go to those addresses. The business decides which figures a project manager sees and which stay with ownership.