Budget · Willow Creek bath remodel
| Cost code | Budgeted | Actual | Variance |
|---|---|---|---|
| Demolition | $1,845.00 | $1,845.00 | On track |
| Plumbing | $3,690.00 | $1,710.00 | Under |
| Tile | $5,904.00 | $0.00 | Over by $276.00 |
The budget lines are the lines the client signed.
Feature directory · 14 tools
Contractor invoicing and payments
See the budget and order materials on time. Follow every delivery, invoice, and change.
How it works
Add project costs, quantities, and purchase details. Connect QuickBooks or payments from your company account when you use those tools.
Add project costs. Add quantities, supplier timing, orders, deliveries, bids, and invoices to the project.
See order-by dates. PM calculates each date from the schedule and supplier lead time.
Issue the order. Send the purchase order, record arrivals, and review invoices and payments.
Share the right details. Your office sees budgets, suppliers see orders, and clients see invoices you send.
Feature group
Know your costs and get materials to the job
See the budget and order materials on time. Follow every delivery, invoice, and change.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
14 tools match.
Build the budget and plan orders
Budget
Add planned and actual costs by cost code. Your team can review both amounts on the project.
Plug and playSign in and it works. Enter and review project budget lines by cost code. Your project team sees the saved budget.
Learn howBudget variance
Compare planned and actual amounts by cost code in Reports.
Learn howMaterial ordering steps
Link takeoff materials to the scheduled task that needs them and enter the supplier lead time. PM calculates the date you need to order.
Learn howSupplier lead times and order dates
Enter the supplier lead time and extra days you want for a material group. PM uses them to calculate the order date.
Learn howPurchase orders
Create a supplier PO from entered or selected lines, then issue it. Its status stays with the project.
Plug and playSign in and it works. Create and track a supplier purchase order in the project. Send it when you are ready.
Learn howReview deliveries, invoices, and changes
Deliveries and received quantities
Record received quantities against the PO and compare the receipt with the order.
Plug and playSign in and it works. Record a delivery and received quantities against a project purchase order for the team to verify.
Learn howDelivery photos and verification
Add receipt photos so your team can check each delivery.
Learn howCustomer invoices
Create invoices from the right draw milestones and keep them with the project.
Learn howSubcontractor invoices
Trades can submit invoices and office staff can record them. Review and approve each invoice before sending it to accounting.
Learn howBids
Request trade bids, compare the submitted prices, and record the award on the job.
Learn howChange orders
Price a change against the signed agreement. The client decision and supported budget adjustment stay in the job history.
Learn howConnect accounting and review costs
QuickBooks
Connect QuickBooks in Setup and match the available fields. Check each sync status from the invoice.
Learn howReports
Choose company or project records in Reports to see your saved job data.
Learn howProject CSV export
Download available project data as a CSV file from Reports.
Learn how