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Job profitability

See margin pressure while you can still act.

Construction job-cost reporting that connects budgets, recorded labour, materials, invoices and payments. Understand the difference between cost to date and the forecast to finish.

Bring the job position into one view.

See the contract value, recorded costs and invoice position together. Completed work, invoiced work and cash received remain separate.

Job profitabilityWorkflow
Job profitability

Open a job and see its contract value, recorded costs, invoices and payments together. Compare the estimate with the labour and materials used to date.

Budget → actual costs → job position
Budget → actual costs → job position · Illustrative example

Find the cost category that is moving.

A job can look healthy overall while labour is running over its allowance. Compare like-for-like budgets and recorded costs, then open the evidence.

  • Separate labour, materials and other costs.
  • Keep missing costs visible instead of treating them as zero.
Parkside • Budget against recorded costWorkflow
Parkside • Budget against recorded cost

A job can look healthy overall while labour is running over its allowance. Compare like-for-like budgets and recorded costs, then open the evidence.

Timesheets and approved cost rates • Review remaining work
Illustrative workflow • Source records and approvals stay visible

Separate today’s margin from the likely finish.

A forecast needs the work and costs still to come. Show that allowance explicitly, so a partial invoice total is not mistaken for final profit.

  • Add an agreed estimate of remaining cost.
  • Show assumptions beside forecast figures.
Parkside • Forecast to completeWorkflow
Parkside • Forecast to complete

A forecast needs the work and costs still to come. Show that allowance explicitly, so a partial invoice total is not mistaken for final profit.

$140,000 less $112,000 forecast cost • Estimate, not actual profit
Illustrative workflow • Source records and approvals stay visible

Show what an approved variation changes.

Keep pending variations separate from the agreed job value. Once approved, reflect the changed revenue and cost allowance in the job view.

  • Do not count a proposal as approved revenue.
  • Keep the approval record with the change.
Variation V-026Workflow
Variation V-026

Keep pending variations separate from the agreed job value. Once approved, reflect the changed revenue and cost allowance in the job view.

Additional forecast contribution $4,000 • Approval retained
Illustrative workflow • Source records and approvals stay visible

Start with the tools you already use.

Estimating and job software, accounting records and workforce data. Use supported source calculations first; do not rebuild the same ledger unnecessarily.

What we check before building

Reliable job identifiers, budget categories, approved variations, cost records and a clear accounting basis.

These are illustrative workflows, not a ready-made platform or live client results. We agree the supported connections, approval points and acceptance tests before implementation.

Find where your business
loses time and money.

Talk us through your tools and where work gets held up. A Systems Review helps identify the connections, workflows and priorities worth exploring.

Book a Systems Review

Questions about delivery

Can you report job costs from Xero and our job software?

Where the systems expose usable records and job identifiers, we can connect them. We first check existing integrations and agree which system owns each figure.

Is cash received the same as job profit?

No. Payments, invoiced revenue, recorded costs and forecast profit are different measures. The dashboard labels the basis and period for each.

Can we compare estimated and actual labour and materials?

Yes where the budget, timesheets, rates and supplier costs can be mapped to the job. Missing records are flagged.

Can you show forecast final margin?

A forecast can be shown when remaining cost and revised contract value are available. Its assumptions are visible and it is labelled as an estimate.

How are variations treated?

Pending and approved variations stay separate. The agreed rules determine when a change affects contract value and cost budgets.

Will the figures reconcile with our accounts?

Reconciliation is an acceptance step. We agree tax, timing, credits and allocation rules, then test a representative period with your accounts team.