Plan job financials with confidence, invoice the way your contracts actually work, and track cash flow without losing sight of original budget targets.
Percentage of direct costs, percentage of revenue, fixed amount, activity-based allocation, or labor-hour absorption. Pick what fits your business — not a one-size-fits-all markup.
Our activity-based overhead method understands that a maintenance job and a design-build project carry overhead differently. Per-category rates derived from your actual service mix.
Groups and children with auto-summing parent rows. A proper chart of accounts — income, COGS, expense — with indentation and rollups that match how contractors already think.
Actual costs and invoiced revenue show up as a variance overlay on your plan. Your budget stays clean. Variance is visible. The plan is never silently rewritten.
Draw-based invoicing per work area. Completion-percentage math. Retainage withheld on every draw and released through a dedicated flow. First-class — not a bolted-on afterthought.
Period-based billing that aggregates completed visits and their costs into a single invoice. Recurring maintenance work never falls through the cracks.
Choose how revenue is recognized (paid in full, paid in part, or invoiced) plus retainage timing rules so reporting matches your accounting approach.
Built-in guardrails prevent billing above remaining estimate value, even during busy operations.
Multiple divisions feed into a single grandmaster view. See the whole business or drill into residential, commercial, design-build, or maintenance.
A practical flow from budget planning to payment collection and financial review.
Set your pricing assumptions once so estimates start from a consistent financial baseline.
Track plan vs actual during execution so overspend risks show up while there is still time to correct course.
Use billing workflows that match your contract type, whether one-off, progress-draw, or recurring service.
Record payments clearly and keep invoice status accurate so receivables stay reliable.
Align financial reporting behavior with how your business recognizes revenue and retainage.
Use overhead methods that reflect how your business actually operates so pricing stays realistic across different job types.
Handle progress draws and retainage in a structured way so billing stays aligned with contract requirements and project progress.
Keep billing workflows consistent across standalone, progress, and service invoicing without fragmenting your process.
Use built-in billing guardrails to reduce costly errors in invoicing and payment recording.
Data flows through the platform. Here's where this feature fits.
Budget → Estimate
Budget assumptions — overhead method, margin, contingency, burden — snapshot into every estimate at creation. Per-estimate overrides are supported without mutating the budget itself.
Project → Actuals Overlay
Time entries, PO receipts, and manual cost entries flow into a read-only overlay on the budget. You see variance per division and per cost type. The plan stays clean.
Completion % → Progress Invoice
Work-area completion percentages drive progress billing. Completed-to-date minus previously-billed minus retainage becomes the draw amount. Automatic, verifiable, auditable.
Invoice Payment → Recognized Revenue
Payments feed budget rollups based on your selected revenue policy, with retainage timing handled separately.
PO Receive → Pricing Signals
When you receive a PO and the actual unit cost differs from the estimated cost, CC captures the variance as a pricing signal you can use to sharpen future estimates.
7-day free trial. No credit card required. Pick your trade and start estimating.
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