Find out which jobs actually paid
Follow one job from the quote you sent to the invoice you raised, with every hour and every supplier bill sitting on the job that caused them.
Quote from what the last one cost
Quotes are built from memory and a spreadsheet. When the job overruns nobody can say which part did, so the next quote repeats the mistake.
Break the work into jobs and tasks, cost it at the level it belongs to, and send the costing you built as the estimate.
See how projects workThe costing becomes the quote
Same lines, same figures, converted into the estimate you send. No rebuilding it in another screen and no chance of the two disagreeing.
See how invoicing worksPut the cost where the work happened
Time is written down at week’s end from memory. Supplier bills land in a pile. Neither reaches the job that caused it.
Time is recorded against the job and approved before it counts. Supplier bills and spend requests are tagged to the same job.
See how people workOutsourced work lands on the job too
A spend request raised against the job becomes the bill you pay for it. Your own time and outsourced cost sit on the same record. Time is approved before it counts, and what was rejected stays visible as rejected.
See how procurement worksEvery job answers for itself.
Watch the margin while you can act
Revenue per client is easy. Whether the job made money arrives after it finished, when there is nothing left to do about it.
Costs roll up from task to job to project on their own, with the margin on the line while the work is still running.
See how projects workThree levels, one total
Put a cost on a task and it reaches its job, and on a job and it reaches the project. Change one and everything above it moves.
See how projects workInvoice it and follow it to the bank
The invoice goes out and the customer deducts tax before paying, so the balance never clears and nothing agrees.
Tax held back clears the invoice in full and sits as a credit you can claim. What you are owed stays true.
See how taxes workKnow what the job earned in the end
What it cost, what you charged and what is left, at the level it was spent. The next job of that shape gets priced from it.
See how reporting worksWhat a business like this switches on
Five capabilities, and nothing to connect between them.
Five capabilities, one job
The costing you built becomes the estimate you send. Costs roll from task to job to project on their own.
Questions a business like this asks
Can I invoice straight from approved time?
Not directly. You convert a costing into the invoice, and approved time sits on the job alongside the other costs. The costing is what becomes the document.
Does payroll cost land on the job automatically?
No. Payroll cost lands on the location somebody works in. Time recorded against a job is what puts their work on the job.
What about work I subcontract?
Raise it as a spend request against the job. Once approved it becomes the bill, and it sits on the same job as your own time.
Can I see margin before the job finishes?
Yes. What you expect to make sits beside what it is costing, on the line, so a job going under is visible while there is still something to do about it.
What if the customer deducts tax before paying?
The invoice clears in full and what they held back goes to its own account as a credit you can claim. Nothing sits open pretending to be a debt.
Who can see and edit costings?
Anybody who can work on projects, because producers, account managers and finance all touch costings across many projects. Staff never reach them.
Follow one job all the way through
Break a project into jobs, put costs and approved time on them, convert the costing into an estimate, then read the margin.