When you learn a job lost money after it's done.
The estimate said 22 percent margin. Three months later, accounting closes the job at six. Somewhere along the way, hours ran over and a change order never got billed. Nobody saw it while there was time to act.
How you know it's time.
- Job profit is a surprise at closeout.
- Change orders get done but never billed.
- Project managers track costs in their own spreadsheets.
- Estimators never learn which estimates were wrong.
It isn't anyone's fault.
Costs arrive from everywhere: timesheets, purchase orders, supplier bills, subcontractor invoices. Each lands in a different system on a different schedule, and coding them to the right job is tedious. So the full picture only comes together at month-end, or at closeout.
What the work looks like.
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1
Attach costs as they post
Hours, materials, purchase orders and subcontractor invoices are coded to the job and phase as they come in. Anything unclear goes to a person to assign.
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2
Compare to the estimate, live
Each job shows spent, committed and remaining against the estimate, phase by phase, updated daily rather than monthly.
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3
Warn early
When a phase trends over budget, or approved change orders sit unbilled, the project manager hears about it while there's still time to act.
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4
Close the loop to estimating
Finished jobs feed actual costs back to estimators, so the next bid is based on what the work really costs.
Common questions.
Do we need to replace our accounting or project software?
No. We connect what you have, such as Procore, ServiceTitan, QuickBooks or NetSuite, and fill the gaps between them.
Which businesses is this for?
Any business that sells by the job or project: construction, field services, made-to-order manufacturing and professional services billed by engagement.
Will field crews need another app?
We try hard not to add work in the field. Where hours or materials have to be captured on site, we make it a few taps, and pull everything else from systems that already have it.
Will it change budgets or bill customers on its own?
No. It tracks and warns. Budget changes, change order approvals and invoices stay with your project managers and accounting team.
Does this sound like your team?
Tell us what's going on. A few sentences is plenty.