Connect Your Systems & Clean Up the Books
Make your job-management and bookkeeping systems agree with each other.
Industries
Remodelers & Residential General Contractors
Remodeling jobs run for weeks or months, with change orders, subs, selections and progress payments. The paperwork is where margin quietly disappears.
Where it usually breaks
- Change orders approved on site never reach the budget or accounting records
- Job costing reconciled by hand at month end
- Clients asking for updates the office has to piece together
- Estimates built from old spreadsheets
What we'd set up
- Change-order approval workflow that updates the budget
- Job-management and bookkeeping mapping by cost code
- Automatic client progress reports with job photos
- Estimated vs. actual report by job
Related services
Job Costing & Profit Reports
See which jobs, job types and crews actually make money, before the year is over.
Small Custom Tools
Small, focused tools when the software you have falls short.
FAQ
Common questions: Remodelers & Residential General Contractors
How should a remodeler track change orders?
Every change order should be written, priced and approved by the client before the work, and the approval should update the job budget and the next invoice automatically. That keeps job costing accurate and avoids end-of-job arguments about what was agreed.
How can I keep clients updated without extra office time?
Use the photos and daily notes your crew already captures to build a short weekly update the client receives automatically. The office reviews it instead of writing it from scratch.
Not sure where to start?
Book a free 30-minute call. We'll walk through how a job moves from first call to paid invoice, then tell you plainly what's worth fixing first. If nothing is, we'll tell you that too.