Know every job's margin before the next pay application
Connect your job-cost ledger and ask in plain English: cost to complete by job, over and under billing, change orders still waiting, retainage held, labour hours against budget by cost code.
For general contractors, specialty and trade contractors, and builders, and the project managers and accountants who run their jobs.
Free plan. No credit card required.
Cost to complete and projected margin by job, against the bid margin
AI Analyst
Harbor Point has faded from 11.0% at bid to 4.8% projected: $384k less margin on a $6.2M contract that is 62% complete.
| Job | Cost to complete | % complete | Bid margin | Projected |
|---|---|---|---|---|
| Harbor Point | 2,242 | 62% | 11.0% | 4.8% |
| Elm St Clinic | 307 | 88% | 9.5% | 10.2% |
| Westfield School | 2,367 | 35% | 12.0% | 11.6% |
| Lot 14 Warehouse | 526 | 71% | 8.0% | 7.4% |
Amounts in $ thousands
Readjob_cost_ledgercost_code_budgetscontractsSQL
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Every question, by who asks it
Taken from what teams in this industry ask Supaboard. Each one opens a free account with the question waiting.
01 · Project managers
- Labour hours against budget by cost code, on jobs over half completeAsk this: Labour hours against budget by cost code, on jobs over half complete
- Change orders pending approval for more than 30 days, by jobAsk this: Change orders pending approval for more than 30 days, by job
- Subcontractor commitments not yet invoiced, by job and subcontractorAsk this: Subcontractor commitments not yet invoiced, by job and subcontractor
- Equipment hours by job last month, against the estimateAsk this: Equipment hours by job last month, against the estimate
02 · Accounting
- The WIP schedule: over and under billing by job as of month endAsk this: The WIP schedule: over and under billing by job as of month end
- Retainage receivable by job, and how much is on jobs already completeAsk this: Retainage receivable by job, and how much is on jobs already complete
- Pay applications billed but unpaid after 45 days, by ownerAsk this: Pay applications billed but unpaid after 45 days, by owner
03 · Leadership
- Cost to complete and projected margin by job, against the bid marginAsk this: Cost to complete and projected margin by job, against the bid margin
- Jobs whose projected margin fell more than 2 points since last monthAsk this: Jobs whose projected margin fell more than 2 points since last month
- Backlog by project manager: contract value not yet earnedAsk this: Backlog by project manager: contract value not yet earned
Keep it running
What teams keep on a schedule once they've asked the question once.
Report · 2nd of the month, 07:00
The month-end WIP schedule
Earned revenue, billings, over and under billing and projected margin for every open job, summarised and emailed to the controller and the project managers.
- Timed Start
- Query Your Data
- Summarize Insights
- Send Email
Alert · Every 5 minutes
Change orders waiting past 30 days
A SQL check finds change orders pending approval for more than 30 days and emails the project manager with the amount and the days waited.
- Alerts
- Send Email
Datasite · Every Monday
The project datasite
Each job's cost to complete, labour hours by cost code and open commitments, on a private datasite project managers and superintendents sign in to with Google or Microsoft.
The numbers it keeps watch on
Standard definitions, and where each one lives in Supaboard once you've asked for it.
| Measure | Definition | Source | In Supaboard |
|---|---|---|---|
| Percent complete | Cost to date ÷ estimated total cost at completion | ASC 606-10-55-20, input method | A rule, read by every WIP question |
| Estimate at completion | Cost to date + estimated cost to complete | Common practice | Monthly WIP report |
| Projected margin | (Current contract value − estimate at completion) ÷ current contract value, against the bid margin | Common practice | Alert when a job fades 2 points |
| Over and under billing | Billings to date − earned revenue, where earned is percent complete × current contract value | Common practice | Monthly WIP report |
| Retainage | Amount withheld from each progress billing until completion, receivable from owners and payable to subcontractors | Your contract; shown on AIA G702 | Weekly report, by job |
| Change-order age | Days since submission, for change orders still pending approval | Common practice | Alert at 30 days |
| Labour hours to budget | Actual labour hours ÷ budgeted hours, by job and cost code | Common practice | Weekly report, by job |
| Committed cost | Subcontracts and purchase orders issued, less invoiced to date | Common practice | Ask it before each pay application |
Where your data lives
SQL ServerLive
PostgresLive
MySQLLiveOracleLive
Or attach an export to a conversation, as CSV or Excel:
- XLSPay applications and schedules of valuesUpload
- XLSJob-cost reports from hosted accountingUpload
The tables these questions read:
- The job-cost ledger: cost by job, cost code and cost type
- Budgets and estimates by cost code, with revisions
- Commitments: subcontracts and purchase orders, with invoiced to date
- Change orders, with status, amount and dates
- Pay applications and progress billings, with retainage
- Timesheets by job and cost code, and equipment hours
Teach it your definitions once
Rules are read with every question, so a term means the same thing in Chat, in Slack and in the Monday report.
- Rule“Percent complete is cost to date ÷ estimated cost at completion, by job.”
- Rule“Contract value includes approved change orders only; pending ones are reported apart.”
- Rule“Retainage is held apart from receivables and ages from substantial completion, not from the invoice date.”
Security
Read-only by construction
Database and warehouse queries are read-only. We give you the SQL for a read-only user too.
Credentials stay in the workspace
Scoped to the one workspace that connected them, never logged and never sent back to a browser.
SOC 2 Type II
An organisation-wide audit of the platform, covering every plan.
Frequently asked questions
Does it work with our accounting system?
If your accounting or ERP system keeps its data in SQL Server, MySQL, Postgres or Oracle, connect that database and its job-cost ledger is queried in place, read-only. From a hosted accounting system, export the job-cost reports to Excel and attach them to a conversation, or copy the data into a database you connect to keep it current on a schedule.
What about our project management software?
Attach an export of its change orders or pay applications to a conversation and ask about it. To keep that data current on a schedule, copy it into a database you connect, and Supaboard can combine it with your job costs when you ask.
Can it build our WIP schedule?
Yes. Write your method once as rules, such as cost-to-cost percent complete and approved change orders only, then ask for over and under billing by job. Schedule it for month end and it arrives as a report.
Can it change anything in our accounting system?
No. Database and warehouse queries are read-only. We give you the SQL to create a read-only user.
Can project managers see job reports without a login to our accounting system?
Yes. Publish a private datasite they sign in to with Google or Microsoft, or email them a dashboard on a schedule. Viewers don't need a paid seat.
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Ask your first question on your own data
Connect a source, ask in plain English, and keep what you find.
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