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
Total cost booked
$185,450
Jobs shown
5
Completed, hidden
1
Biggest customer
Linh Nguyen
70% of cost
Linh Nguyen
1 job · $128,900 cost 70%| Job | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|
| Nguyen Full Renovation | $127200.00 | $128900.00 | $-1700.00 | 101% | Over Budget |
David & Ana Miller
1 job · $35,500 cost 19%| Job | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|
| Miller Kitchen Remodel | $67800.00 | $35500.00 | $32300.00 | 52% | On Track |
Tom Harris
1 job · $18,150 cost 10%| Job | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|
| Harris Deck Addition | $19000.00 | $18150.00 | $850.00 | 96% | Caution |
Robert Whitfield
1 job · $2,900 cost 2%| Job | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|
| Whitfield Garage Conversion | $37000.00 | $2900.00 | $34100.00 | 8% | On Track |
Raj & Sonia Patel
1 job · $0 cost| Job | Budget | Actual | Variance | % Used | Status |
|---|---|---|---|---|---|
| Patel New Construction - Phase 1 | $170000.00 | $0.00 | $170000.00 | 0% | On Track |