Sample reports
See the work before you buy it.
These are sample reports with made-up numbers, so you can see exactly what lands in your inbox.
SAMPLE
Job cost snapshot
Lot 14, Oakview Ct. Illustrative numbers only. Not a real client.
| Cost code | Budget | Actual | Var. |
|---|---|---|---|
| 03 Foundation | $48,000 | $51,200 | -$3,200 |
| 06 Framing | $92,000 | $88,400 | +$3,600 |
| 08 Windows | $41,000 | $46,900 | -$5,900 |
| Change orders billed | $0 | $12,500 | +$12,500 |
| Projected margin | 18.0% | 17.1% | -0.9 pts |
SAMPLE
Work in progress (WIP) schedule
| House | Contract | % done | Earned | Billed | Over / under |
|---|---|---|---|---|---|
| Lot 14 | $1,240,000 | 62% | $768,800 | $810,000 | $41,200 over |
| Lot 9 | $985,000 | 35% | $344,750 | $320,000 | $24,750 under |
| Spec 3 | $1,560,000 | 18% | $280,800 | $275,000 | $5,800 under |
Over-billed means you have collected cash for work not yet done. We flag it so it does not get spent twice.
SAMPLE
Lender draw package, Draw 4
- Draw request summary by line item
- Cost to date vs lender budget
- Invoices and receipts, indexed
- Conditional lien waiver checklist by sub
- Percent complete with site photos you supply
- Retainage and remaining budget
Format follows your lender's template when they have one.
SAMPLE
13-week cash forecast
Builder Controller only. Draws coming in, payables and change orders going out, and spec carrying costs, week by week, so you see the tight week before it arrives.
See where your margin goes, house by house.
Tell us about your homes and your books. If we are a fit, we start with a $750 Job Cost Checkup: written findings and a fixed quote in 10 business days, credited to your first month if you sign up.