Cost to date against the amount billed, with the margin showing on every job as it runs — not three weeks after it closes. The pay application, the retainage held back and the final release all come from the same numbers, so the books and the job report can't drift apart.
Try It Free for 30 DaysEvery job gets its contract value, retainage percentage and a CSI-style cost code structure to start from. Tag a bill or a timesheet to a code and it lands on the job the moment it's entered.
Edit the SOV, and previously billed amounts roll forward on their own. Bill more than a line's scheduled value and it's rejected before it reaches the owner — not after.
The progress invoice drafts net of retainage, and what's withheld sits in a retainage receivable against the job until you release it in one step as a final invoice.
A landscape application-and-certificate PDF in the format owners and architects already expect, generated from the pay app rather than retyped into a form.
The Construction Edition is included with Professional — job costing and the company's full books in one annual subscription, rather than a job-cost add-on sitting beside a general accounting package.
More than five sets of books, or several entities? Enterprise consolidates them →
Only the money half. Jobs, costs, billing, retainage and the company books live here; scheduling, drawings, RFIs, submittals and daily logs stay in your PM tool. The job-cost report was usually the part being rebuilt in a spreadsheet anyway.
Not yet — today it's jobs and cost codes, one level. Phased hierarchy is the next thing on this edition's list, along with retainage on the payable side for your subcontractors. We'd rather tell you that now than after you've moved your books.
Not yet. Receivable-side retainage — what the owner holds from you — is built and shipped. Payable-side retainage is in the same next phase as phased cost codes. If that's a dealbreaker for your workflow, say so and it moves up.
Time is tagged to a job and cost code as it's entered, the same way a bill is, so labor lands in cost-to-date without a separate import. Payroll itself can come in from your payroll provider.
Yes. Advisor connections are included and don't use one of your seats. Percentage-of-completion schedules come off the same job data your CPA will ask for.
Import them. Bring your chart of accounts, customers, vendors and history across from QuickBooks or a CSV, and we'll help set up the jobs and cost codes so open work-in-progress ties out — that's part of getting started, not a separate engagement.
Free for 30 days with everything switched on. No card to start.