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)
Target Margin %
Client
PM
Type
Work Type
Market
Job Number
Production Days
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 Inputs
Positive = cost increase, Negative = savings
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
Phase
Hours This Week
Total Hours
Avg Rate
Labor Cost
Computed (Hrs × Rate)
○No changes
Edits autosave on blur. Drag the ☰ handle to reorder. Per-line markup overrides the default.
Pricing
Import Result
Name
Email
Role
Active
Created
Actions
Site-wide totals, plus per-job Go Live toggles. A job stays in Draft until you've verified its data is complete — only Live jobs roll up into the Insights tickers.
Job Status
Job
Owner
Contract
% Complete
Status
Actions
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
Phase Budget Breakdown
Change Orders
Building-Level Costs (optional)
Add Phase Entry
Manage Phases
Duplicate phase names are grouped below. Click Merge to consolidate a group into a single phase 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 alternate (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
📝 Scope of Work
New Lead
✓
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.
New Client
New Role
Lowercase letters, digits, and underscores only. Used internally and as the role on users.
Manage Sharing —
Additional Access
Grant Access
New User
Edit User
⚡ Node Graph○Saved
Visual Cost Flow Editor
100%
Drag port → port | Scroll zoom | Ctrl + right-click = fit all | Right-click wire = delete | Del = remove node
