Jobs
+ New JobJobs Dashboard
Workflow
1. Quote the Job
Estimates
Once a customer accepts, set the estimate's status to Accepted and use Convert to Job to create the job and seed its budget.
2. Bring In Costs
Import from QuickBooks
3. Enter Data
Open any job below, then its Inputs tab — budgets, logged costs, change orders, commitments, and documents all live there.
5. Export / Share
Export Excel
Needs Attention
- Miller Kitchen Remodel 1 cost pending review WIP flagged
- Harris Deck Addition WIP flagged
- Nguyen Full Renovation 1 change order pending review WIP flagged
- Chen Bathroom Remodel WIP flagged
- Whitfield Garage Conversion 1 cost pending review 1 change order pending review WIP flagged
2026
| Job | Customer | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|---|
| Patel New Construction - Phase 1 | Raj & Sonia Patel | $170000.00 | $0.00 | $170000.00 | 0% | On Track |
| Whitfield Garage Conversion | Robert Whitfield | $37000.00 | $2900.00 | $34100.00 | 8% | On Track |
| Miller Kitchen Remodel | David & Ana Miller | $67800.00 | $35500.00 | $32300.00 | 52% | On Track |
| Harris Deck Addition | Tom Harris | $19000.00 | $18150.00 | $850.00 | 96% | Caution |
| Nguyen Full Renovation | Linh Nguyen | $127200.00 | $128900.00 | $-1700.00 | 101% | Over Budget |
| Chen Bathroom Remodel | Kevin & Priya Chen | $30400.00 | $28300.00 | $2100.00 | 93% | Caution |