Quote vs actual for every job – margins, overruns, WIP and cash
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Builders, trades and project businesses usually know what they quoted, but rarely know until it's too late whether a job is actually making that margin. This workbook keeps every quote, every cost booked to a job, every variation and every invoice in one place, and turns them into a live picture of each job: what it was quoted at, what it has cost so far, what it will cost by the end, the margin it will really make, how much work has been done but not invoiced, and how much the client owes. It also tracks how many quotes you win, and shows the whole business on one dashboard.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The quotes and jobs register, with labour cost, contingency, overheads, budget cost, suggested price and quoted margin. What you do: one row per quote.
Step 2
Every timesheet, supplier invoice, subcontractor, plant hire and other cost booked to a job. What you do: add rows as costs come in.
Step 3
Extra work and changes, with value, estimated cost and approval. What you do: add a row per variation.
Step 4
Deposits, interim applications, final accounts, retentions, VAT, due dates, payments and what's overdue. What you do: add a row per invoice; fill in payments.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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