Estimate vs. Actual
Every cost lands on the job as it happens.
No end-of-month allocation spreadsheet. Costs arrive from the places they already live in ServiSuite, by category, against the estimate.
- Labor from technician timesheets, with regular, overtime, and double-time hours
- Materials issued from live inventory, including serialized equipment
- Vendor invoices and POs, including drop-ship straight to the site
- Burden applied to labor for true cost
- Transfers of costs between jobs when they were posted to the wrong one
- Job dashboard for profitability, labor, billing and collections, and risk
Progress Billing
Bill the way general contractors pay.
Set up the contract's schedule of values once, then bill each period by percent complete. Retention and change orders are tracked line by line.
- Schedule of values with standard or AIA G702/G703-style pay applications
- Retention held per line, and release invoices when it's due
- Change orders added to the contract, or kept pending until the customer approves
- Customer PO numbers and contract amounts tracked on the job
WIP & Closeout
WIP your banker will believe.
Because costs and billings come from the same ledger, work-in-progress reporting reflects what actually happened on each job.
- WIP reporting with earned revenue recognition
- Cost performance tracking to spot jobs drifting over budget
- Guided job close that warns about unbilled work or unpaid invoices and previews the GL entries