View only.This job is assigned to another PM. You can review the data but changes won't save.
Job Information
—
Contract (As Sold)
Est. Costs (As Sold)
Margin (As Sold)
Client
PM
Type
Work Type
Market
Job Number
Production Days
Start Date
End Date
Notes
Total Income
$0.00
Actual Costs
$0.00
Accrued Costs
$0.00
% Complete
0%
Revenue Earned
$0.00
Gross Profit
$0.00
Margin %
0%
WIP Report Calculations
Income
Contract (As Sold)$0.00
+ Change Orders$0.00
Total Income$0.00
Estimated Costs
Est. Costs (As Sold)$0.00
+ CO Est. Costs$0.00
+ Revised Changes$0.00
Total Est. Costs (Revised)$0.00
Profit & Margin
As Sold Gross Profit$0.00
As Sold Margin %0%
Revised Gross Profit$0.00
Revised Margin %0%
Revenue & Billing
% Complete0%
Revenue Earned (Income × %)$0.00
JTD Gross Profit$0.00
JTD Margin %0%
Invoiced to Date$0.00
Unbilled (Revenue - Invoiced)$0.00
Backlog (Income - Revenue)$0.00
Actual Costs vs Estimated
Actual Costs (from tracker)$0.00
Revised Est. Costs$0.00
Remaining Est. Costs$0.00
CO #
Description
Income
Est. Costs
Profit
Date
Actions
TOTALS
$0.00
$0.00
$0.00
PO #
Vendor
Description
Amount
Billed
Remaining
Status
Date
Actions
TOTALS
$0.00
$0.00
$0.00
Inv #
Vendor
Description
Amount
Status
Date
Due Date
Actions
TOTALS
$0.00
Building
Scope
Hours This Week
Total Hours
Avg Rate
Labor Cost
Computed (Hrs × Rate)
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Pricing
Import Result
Name
Email
Role
Active
Created
Actions
Company metrics now live in Insights — every active job rolls up automatically, with no “Go Live” step or nightly snapshot.
Job Status
Job
Owner
Contract
% Complete
Status
Actions
Every compliance record — insurance (COI), licenses, lien waivers, and workers-comp certs across clients, subs, jobs, and staff. The Summary page's “Certs Expiring” card is the fast triage; this is the full, filterable list.
How accurately the AI reads field receipts in the Cost Inbox. Each sample is one captured receipt where the AI made a guess; the rate is how often that guess matched what was actually saved. Amount is the error-prone field worth watching.
Cost categories
Non-job coding buckets a receipt can link to instead of a job — e.g. Tools, Overhead, Fuel. These appear in the receipt Link to picker. (Tools is added by default.)
Built-in roles can be edited but not renamed or deleted. Custom roles can be deleted only when no users are assigned to them. New users get the role you pick when creating them.
Import QB Job Costs
Add Job
Skipped automatically when you assign the job to yourself.
Add Building
Scope Budget Breakdown
Change Orders
Building-Level Costs (optional)
Add Scope
Manage Scopes
Duplicate scope names are grouped below. Click Merge to consolidate a group into a single scope record (revenues summed, buildings combined). Edit name and revenue inline.
Add Subcontractor
Add Change Order
Add Purchase Order
Add Invoice
New Estimate
📋
From lead:
Client + property fields filled from the lead. Editing below is fine.
Auto-fills the fields below. Edit them after if needed.
Scope & line items get added in the editor after you create the estimate — each group (e.g. Good / Better / Best) carries its own scope text and lines.
Edit Estimate
Line Items
Description
Qty
Unit
Unit Cost
Markup %
Line Total
Base Cost:$0.00
Client Price:$0.00
Estimate Preview
New Lead
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Sold — linked to a job
✨ Drop a Buildertrend Lead Print PDF here or click to pick
AI reads the printed lead report and prefills the fields below. You review and save.
Pre-fills the form from this lead's client, address, and project info.
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New Role
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