Internal costs and profit
Keep the cost and profit view connected to the customer price and scope being proposed.
Job costing and profitability
See the bid, the cost, and the margin in one job record
Keep internal cost, profit, variance, job-cost, and cash-flow workflows connected to the same project record that carries the original scope and field work.
Before the job starts
Make the financial assumptions visible in the bid
Estimate from customer pricing and reusable catalog data while preserving internal cost and profit information for the people responsible for reviewing it.
Margin alerts
Surface margin context while teams build and review the bid.
Owner-aware views
Keep sensitive financial controls within role-limited operational workflows.
As work happens
Compare the plan with the actual job activity
Connect material, labor, purchasing, invoicing, payment, retainage, and project actuals to the job so variance and profitability can be reviewed in context.
Job-cost variance
Review estimated and actual financial information alongside the work that caused the change.
Profitability and cash flow
Use job-level financial views to understand cost, billing, payment, and margin context.
Operational audit trail
Keep work stages, field proof, costs, and billing records connected for better review.