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Financials

See the profit on every job.

Log real costs as they land, compare against your estimate, and watch profit and margin update live — per job and across whole projects.

Financials · Boiler replacement
Invoiced
£2,041
Actual cost
£1,780
Profit
£261
Margin
12.8%
Estimate vs actual
Estimated cost£1,650
Actual cost£1,780 · +£130
Riverside refurb
Kitchen first fix£42018%
Boiler replacement£26113%
Bathroom refit£69022%
Project profit£1,371

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Estimate vs actual

Watch the job against its plan

Log costs as they come in and compare them against your estimate, line by line. Spot the overruns while you can still act.

Real costs vs estimate
Over-budget flagged early
Every cost against the job
Financials · Boiler replacement
Invoiced
£2,041
Actual cost
£1,780
Profit
£261
Margin
12.8%
Estimate vs actual
Estimated cost£1,650
Actual cost£1,780 · +£130
Profit & margin

Your numbers, live

Invoiced, actual cost, profit and margin update the moment a cost or payment lands. No spreadsheets.

Gross profit & margin
Updates in real time
Clear on every job
Financials · Boiler replacement
Invoiced
£2,041
Actual cost
£1,780
Profit
£261
Margin
12.8%
Estimate vs actual
Estimated cost£1,650
Actual cost£1,780 · +£130
Projects

Roll it up across the project

Every job's profit and margin rolls up into the project total, so you can see how a whole job of works is performing.

Per-project profit
Average margin
Job-by-job breakdown
Riverside refurb
Kitchen first fix£42018%
Boiler replacement£26113%
Bathroom refit£69022%
Project profit£1,371
Money owed

Know what's owed and what's late

The dashboard opens on what customers owe you, what's gone overdue, and how the debt ages — so chasing starts from a list, not a hunch.

Owed and overdue totals
Aged debt bands
Invoiced and collected each month
Owed to you
£6,650
£640 overdue
Current£4,120
1–30 days£1,890
31–60 days£640
Collected this month£9,480
Quotes & conversion

How much of what you quote you win

Open quotes, what's been accepted, and the work that's finished but not yet invoiced — with your win rate worked out across the lot.

Quote win rate
Open quote value
Uninvoiced work flagged
Quotes57% win rate
Open quotes7£18,240
Accepted4£11,900
Uninvoiced work3£5,310

See the profit on every job

Every job shows estimate vs actual: what you priced, what you've spent, what's left as margin. Spend is logged as it happens, so the numbers are live — not discovered at year end.

The money side of the business, on one dashboard

Beyond the individual job there's a dashboard for the business: what customers owe you, what's overdue and how the debt ages, what you invoiced and collected this month, the value sitting in open quotes, and the work that's finished but not yet billed. Your quote win rate is worked out across the lot, so you can see how much of what you price you actually win.

Analysis across the whole business

Roll financials up across projects and customers to see where the profit really comes from — every customer's jobs, quotes, invoices and balance in one view. It's the financial picture big companies pay serious money for, sized for a trades business — in your pocket and on your desktop, not locked in an accountant's PDF.

Common questions

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