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The Work-in-Progress Report gives you a real-time financial snapshot of jobs while they’re still underway. By using accrual-based data, it shows how much work has been completed, how much revenue has been earned, and how costs and profit are tracking as the job progresses. This report helps you quickly identify over- or under-billing, forecast revenue more accurately, and address potential issues before they impact your financial results—without relying on spreadsheets or manual calculations.

 

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The Budgeted vs. Projected Report brings your budgeted, actual, and projected job costs into one clear view, so you don’t have to piece information together across multiple screens. It works for both Fixed Price and Open Book jobs, helping you quickly see how costs are tracking, forecast final job totals, and identify potential overruns early. With better visibility into individual jobs and your overall portfolio, you can protect margins, improve cost accuracy, and communicate more confidently with clients.

 

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 Profitability Report

The Profitability Report helps you evaluate how each job’s profit is performing compared to what you originally expected. By bringing expected, projected, and actual profit together in one report, you can quickly identify which projects are improving, holding steady, or losing margin. This report supports both Fixed Price and Open Book jobs and helps you strengthen estimating accuracy, refine pricing strategies, and make more informed financial decisions across your business.

 

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Invoicing Report 

The Invoicing Report gives you a clear, portfolio-level view of how much has been invoiced on each job and what remains. By comparing contract value, amount invoiced, and remaining to invoice in one place, you can quickly spot un-billed revenue, stay on top of billing progress, and better plan cash flow. This report supports both Fixed Price and Open Book jobs, helping ensure invoices are complete, timely, and aligned with job costs and approved change orders.

 

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Labor Actuals vs. Budgeted Report

The Labor Actuals vs. Budgeted Report provides a comprehensive, job-level comparison of budgeted labor hours and costs against actual labor tracked through Time Clock entries. It brings labor data into a single view, allowing you to evaluate performance, identify overruns or efficiencies, and improve forecasting accuracy across your projects. Variance calculations in both hours and cost, along with percentage indicators, help highlight where jobs are tracking above and below plan. 

To ensure accurate reporting, the data is aligned with the Job Costing Budget logic and includes both original and revised budget values alongside actuals. 

Jobs will appear in this report only when all of the following conditions are met: 

• Time Clock is used to track labor 
• The job has been sent to budget
• The Cost Type field is set to Labor (no multi-select cost types)
• "Include Time Clock Labor in Job Costing Budget" is enabled in Job Settings
• The job includes at least one labor estimate line item or an approved time clock entry 

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 Cash Flow Report

The Cashflow Report shows weekly and monthly cash coming in and going out, helping builders anticipate cash shortages and plan payments, draws, and purchases with confidence. It combines past cash activity from paid and partially paid invoices and bills with forward-looking projections based on unpaid, partially paid, and past-due invoices and open or pending bills. Net cash totals reflect expected invoice payments minus expected bill payments.

The report pulls data directly from bills and invoices with due dates applied, including drafts, and includes tax on all invoices. To keep projections accurate and reliable, the report focuses on the previous and upcoming 30 days, groups past-due items into the next 7-day window, and excludes items without due dates. This report is especially helpful for fixed-price builders who need clear visibility into liquidity, timing gaps between revenue and expenses, and upcoming cash needs.

 

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