What every job really made
A profit and loss on every job, and reports that add them up.
Every job has a Costs tab: vendor, install and reorder costs on one side, the job's revenue on the other, with card fees, shipping, admin fee, incentive, business development and commission applied the way your accountant does it. When the work is finished, a workroom admin closes out the costs to lock them. Reports then add up sales, payments, what is still owed and margin across all your jobs.
Request an invitationThe essentials
On every job
Revenue fills itself
Revenue comes from the job's priced items. An override is there if you need it, with a warning when it drifts from the item total.
Unit costs and quantities
Enter the unit cost and the quantity, and the line total is worked out, so a lump sum is never mistaken for a unit price.
Install costs
The standard install lines, plus a row for each extra installer with their hours.
The rollup
Gross profit, fees, incentive and estimated profit update as you type, and every figure shows the formula behind it.
Close out costs
Closing out locks the final costs. A job cannot close until its costs are closed out, and reopening means closing them out again.
Check sheet
A printable side by side of every field, for checking the math against your paper sheet.
The essentials
Across the business
Reports are open to your team, and can be limited to super admins in Settings. Every number is defined on screen.
Business
Sales, Payments received, Outstanding, Expected cost, Actual cost, Expected and Actual margin, and Conversion rate.
Work
Overdue, blocked and closed jobs, grouped by owner or by stage.
Workroom quotes
Quote activity from the workroom, kept apart from client sales.
Honest margin
Actual margin only counts jobs whose costs are closed out. Test jobs stay out unless a super admin includes them.
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.