Job costing
Know which jobs make money, long before tax time.
- With Max
- Right inside your books
- Export to Excel or CSV
Every cost finds its job
No more one big pile of expenses.
One pile tells you nothing
- Every bill and charge in one pile
- No way to tell which job ate it
- Give each cost its job instead
A click, not a Saturday
- Pick the job as you enter a bill
- Set a stack of bank charges at once
- Payroll shared out by hours worked
A forgotten bill fools you
- Miss a $4,000 bill on a job
- That job looks $4,000 better
- Click Cost to see what's counted
Where the money went
See what took the biggest bite.
Find what's eating your profit
- Materials, labor, subs, equipment
- See which one took the biggest bite
- Shop around or push back next time
Bid the next one right
- Bid from what the job really cost
- Not from what you remember
- Win work you'll still make money on
Split it your own way
- Add cost codes like framing or paint
- Start from a ready-made list
- The same costs, split your way
Every number has receipts
Click a figure, see what's behind it.
Don't take it on faith
- Click any figure on the job
- See every line that makes it up
- Click a line to open its bill
Catch bills on wrong jobs
- A misfiled bill skews two jobs
- Spot it in the lines behind a job
- Fix it from the bill, one click away
Hand it to your accountant
- Export to Excel or CSV
- Every figure and the lines behind it
- They check the job without paper
Bill costs back with markup
Stop eating costs you bought for customers.
Stop eating those costs
- Bought supplies for a customer?
- Add them to the invoice with markup
- $4,800 at 15% bills as $5,520
Never bill anything twice
- On an invoice, it's marked Billed
- It can't go on another invoice
- Void the invoice and it's free again
Your cost stays yours
- Customers never see what you paid
- They see the price with markup in it
- Or roll it all into one line
Bring your jobs with you
Your QuickBooks jobs become projects.
QuickBooks jobs come along
- QuickBooks jobs are sub-customers
- Tick the real jobs after your import
- Each lands under its customer
Got a spreadsheet of jobs?
- Upload a CSV or Excel file
- One job per row
- Jobs you already have are left alone
Already halfway through one?
- Type what it billed and cost so far
- Kept beside the job
- Never touches your books
How it works
Questions, answered.
Every sale and every cost gets the job it belongs to, so each job has its own small profit and loss. You see which jobs made money and which cost more than you charged, while you can still do something about it.
Both are right. Job costing shows what you've billed less what you've spent: Hillside billed $50,000 and spent $30,000, so $20,000. On a job that isn't finished, only part of that is earned. Work in progress works that out, and on Hillside it's $7,500 so far.
Not always. Put the job on an estimate or purchase order and it carries onto the invoice or bill. On a bill you can set it once for the whole bill. For bank charges, tick a stack and set them together.
Payroll usually lands in your books as one lump, so no job carries its share. Keep a weekly timesheet, typed in or clocked from a phone, and BooksGPT moves each job's share of a payroll onto the job as Labor.
Yes, because they come from your books. They match Profit & loss set to By Project, leaving out only the month-end work in progress entries. Materials still sitting in stock show beside the job as On the balance sheet.
Set it to Done. It leaves the pick lists, so nobody adds new costs to it by mistake, and it stays in every report. A job you never started can be set to Cancelled.
Projects come with Max, $99 a month. If you ever stop, your projects and reports stay.