Included on Pro and higher โ€” no contractor-tier upcharge
๐Ÿ—๏ธ

Know What Every Job Is Really Costing You

Cost-code job costing that builds itself from the bills you already enter, pay applications on a proper schedule of values with the G702/G703-style PDF your owners expect, and retainage tracked from the first withholding to the final release. For GCs, subs, and remodelers.

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The Contractor Bookkeeping Problem

Generic software prices job costing as an upgrade

The mainstream accounting tools either don't do job costing at all or lock it behind their most expensive contractor tier. So the actual answer to "is the Hendersons' addition making money?" lives in a spreadsheet that's three weeks stale โ€” and the pay application the architect wants is built by hand in Excel every month.

Retainage quietly disappears from the books

The owner holds 10% of every progress payment. If your invoices just show the net, those withholdings stop existing anywhere โ€” and contractors routinely forget to bill thousands in released retainage at job end because nothing was tracking it.

What BizBooks Pro Does Instead

A billing cycle in three moves

1

Tag the Bills

Enter vendor bills as usual, tag each to its job with a cost code.

2

Run the Pay App

SOV lines roll forward; type this period's numbers; retainage computes.

3

Send Invoice + PDF

The net-of-retainage invoice drafts itself; the G702/G703 PDF prints for the owner.

Job costing without new habits

No separate job-cost entry system. Bills go into Vendor Hub exactly as before; one tag assigns them to a job and cost code. From there, costs-by-code, cost-to-date vs. billed-to-date, and remaining-to-bill maintain themselves โ€” and the margin number turns red the moment a job goes underwater.

What's Included

๐Ÿ“Š Cost-Code Job Costing

Jobs carry their contract amount and retainage percentage; spend lands against CSI-style cost codes. The job page answers the three questions that matter: where did the money go, are we ahead of our billing, and what's left on the contract?

  • One-click starter cost-code list (site work through permits), fully customizable
  • Bills and time entries tag to jobs + codes
  • Cost-to-date vs. billed-to-date with live margin
  • Per-year auto job numbering (JOB-2026-0001) or your own

๐Ÿงพ Schedule-of-Values Pay Applications

Progress billing the way owners and architects expect. Lines roll forward from the previous application with previously-billed amounts already filled โ€” you type only this period's work and stored materials.

  • Over-schedule billing rejected per line
  • Live footer: work + stored โˆ’ retainage = net due
  • Draft invoice generated automatically, retainage deduction itemized
  • Full application history per job

๐Ÿ“„ G702/G703-Style PDF

Every application prints a landscape payment certificate: the continuation-sheet table with per-line percent complete, totals, the retainage computation, current payment due, and signature blocks for contractor and owner/architect.

  • Reprint any past application from the job page
  • Numbers match the application and the invoice exactly

๐Ÿ”’ Retainage, Tracked to the Penny

Each application withholds at the job's percentage and adds to a visible retainage-held balance โ€” money the owner owes you that never falls off the radar. At completion, one click drafts the final invoice for the full held amount.

  • $30,000 billed at 10% โ†’ $27,000 invoice, $3,000 tracked
  • Single guarded release per job; no pay apps after release
  • Held balances visible on the jobs list, portfolio-wide

๐Ÿ“จ Subcontractor 1099s

Subs are vendors, so every tagged bill accrues to their 1099-NEC automatically โ€” job costing and tax reporting from the same single entry.

  • 1099 Summary report totals each sub at year-end
  • No reconciliation between job costs and tax records

๐Ÿงฐ Full Accounting Underneath

Bank feeds, reconciliation, AI categorization, invoicing with online payments, estimates, purchase orders, audit logs โ€” the whole BizBooks Pro platform is under the hard hat.

  • Estimates โ†’ invoices for fixed-bid work
  • Progress invoicing and time tracking already built in

Frequently Asked Questions

Is this an add-on or a separate contractor tier?

Neither. It's a feature flag inside standard BizBooks Pro, included from the Pro tier up โ€” the ๐Ÿ—๏ธ Construction section appears when your license qualifies. No per-job fees, no contractor surcharge.

How does the retainage math work on a pay app?

Work completed this period plus materials stored, times the job's retainage percentage, is withheld. Example: $30,000 of work on a 10% job drafts a $27,000 invoice with a visible "less retainage withheld" line, and $3,000 joins the job's held balance. The G702/G703 PDF shows the same computation.

Is the PDF an official AIA form?

It's an application-and-certificate-for-payment document in the G702/G703 style โ€” same columns, same math, same signature blocks. If your contract strictly requires licensed AIA paper, transcribe the numbers; for most private jobs the PDF is accepted as-is.

What stops me from over-billing a line?

The application validates per line: previously billed plus this period cannot exceed the scheduled value. The whole submission is rejected with the offending line named.

Phases and sub-codes under each job?

Phase 1 ships Job โ†’ Cost Code, which covers most small and mid-size contractors. A deeper Job โ†’ Phase โ†’ Cost Code hierarchy is on this edition's roadmap โ€” tell us if your workflow needs it and you'll move it up the list.

What about retainage I withhold from my subs?

Payable-side retainage (withholding from subcontractor bills) is the next planned phase. Today the edition tracks the receivable side โ€” what owners hold from you โ€” which is where the forgotten money usually lives.

What does it cost?

Nothing beyond Pro. Compare that with contractor-tier pricing elsewhere, where job costing alone is the justification for doubling the subscription.

Bill Like a GC, Not a Spreadsheet

Free for 30 days. Full Construction Vertical included.

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