What good looks like
A reviewed job margin with explained variances and assigned corrective actions for estimating, execution, purchasing, or billing.
Have these details ready
- Accurate quote/job revenue and approved changes
- Completed time, material, PO, subcontractor, and expense capture
- Invoice, credit, and payment context
Run the workflow
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Confirm revenue
Reconcile original sold value, approved change orders, allowances, discounts, credits, and final billable value.
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Confirm direct cost
Check labor hours/rates, installed material, purchase orders, equipment, subcontractors, permits, and job expenses for missing or duplicated cost.
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Compare estimate to actual
Review gross profit and margin by major category, not just total dollars. Separate estimating variance from field productivity and purchasing variance.
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Check billing leakage
Look for completed but uninvoiced work, unbilled changes, unreleased retainage, disputed deductions, or credits not reflected in the job view.
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Record the lesson
Assign concrete changes to pricebook, estimate template, crew coaching, purchasing, scope control, or closeout. Review recurring patterns across jobs.
Check your work
Do not call the workflow complete until these statements are true.
- Revenue and cost sources are complete
- Large variances have an evidence-based cause
- Corrective actions have owners and feed the next estimate
If something does not look right
Labor appears too low
Check timesheets, job time entries, crew assignments, and payroll cutoffs before celebrating margin.
Materials appear twice
Compare installed material, PO receipt, invoice, and inventory issue records before adjusting any source.