Job Costing Dashboard and Calculator
Rough In Job Costing DashboardMost small trade contractors run on gut feel. You finish a job, the check clears, and it feels like you did alright. Then the end of the quarter comes and the bank account doesn't match the effort. Somewhere between the supply house runs, the labor hours, the commissions, and the card fees, your margin leaked out — and you can't see where.This dashboard fixes that.What it doesPaste your invoice and cost data straight from QuickBooks, ServiceTitan, Jobber, Housecall Pro, or whatever you run — and instantly see: Your true gross margin on every single job Overall revenue, costs, profit, and margin across the whole business Service & retrofit vs. new construction performance, benchmarked separately (because a 25% margin means something completely different on new construction than it does on a changeout) Where the money actually goes — materials, labor, commissions, permits, card fees, fuel, disposal, and more Every job rated Good / Okay / Bad / Unprofitable against margin targets you control What's inside Start Here sheet — plain-English setup instructions and editable margin benchmarks 4 data dump sheets — Materials, Labor, Commissions, and Other Costs. Paste your exports and go Dashboard — your whole business on one screen Job Lookup — pick any invoice and see its complete cost breakdown and margin rating Built-in data health check that flags costs that aren't tied to any invoice, so nothing slips through the cracks Who it's forTrade contractors — HVAC, plumbing, electrical — doing under $5M who don't have a CFO running job costing for them. If you've ever finished a job and wondered "did we actually make money on that?" this is for you.Who it's NOT forShops with full accounting departments and enterprise software already doing this. You don't need me.No subscription. No login. No software to learn. One spreadsheet, yours forever, works in Excel and Google Sheets.Built by a working tech at a family shop that's been running jobs for 27 years. This is the same structure we use to cost our own work.
Get it → fieldmargins.gumroad.com