Bid. Log. See the margin.
Pricebook → bid → open job → log materials and hours → scorecard and history. Keep the scheduler. This sits beside it.
1
Pricebook
Keep your rates and assemblies in one book so the bid is not a guess from last month.
2
Bid
Write the bid from the pricebook. Send an estimate PDF or a share link. If the client accepts, that total becomes the job bid.
3
Open job
When the work starts, open the job against that estimate. The bid stays on the card.
4
Log materials and hours
Enter the supply-house ticket and the hours that actually happened, at a burdened rate.
5
Scorecard and history
See bid, actual, margin dollars, and margin percent. Then look back before you bid the next one the same way.
First scorecard
Close one to see if it paid
- 1Pick a trade preset
- 2Create the first job
- 3Log material and hours
- 4Close the job
Your email — Gmail is fine. No card.
What this is not
Keep the scheduler for the day. CostPerJob sits beside it — the scorecard for jobs and money. Not a replacement. Not Margin Memory — we do not remember past jobs to write the next bid.
If you still need a schedule or outbound texts, keep that elsewhere. CostPerJob won’t put dispatch, SMS, or payments up front. See compare, pricing, or a trade page: HVAC, plumbing.
Close one job to see the scorecard
Most tools help you get the job and get paid. CostPerJob helps you see if the job made money.