Financial Overview
A real-time snapshot of where your money is moving
Active Jobs
0
Budgeted
$0
Spent
$0
Net Profit / Loss
$0
Unpaid COs
$0
Material Waste
$0
Office Overhead / mo
$0
Audit Score
—
🚨 Top Profit Leaks
Based on your data
Jump to →
🔨 Job Tracker
🧮 Rate Calc
🏢 Overhead
📝 Change Orders
🧱 Materials
🚨 Audit
JOB COST TRACKER
Log your jobs and see exactly where you made money — or lost it
➕ ADD A NEW JOB
Start with a name and job type — you can fill in the dollar amounts now or come back to edit anytime
Enter your estimated costs — at least one required
Total Estimated Cost
$0
Your Jobs
No jobs added yet. Add your first job above.
RATE CALCULATOR 🧮
Find out what you should be charging per hour to cover all your costs and reach your income goal
YOUR BUSINESS EXPENSES
Enter your monthly costs — estimate is fine, just fill in what you can
📊 Office Overhead (from Overhead Tab)
Pulls your logged overhead expenses automatically — no double entry needed
Monthly Total:
$0
YOUR WORK SCHEDULE
How many hours do you actually bill per week?
YOUR INCOME GOAL
How much do you want to take home — and what are you currently charging?
YOUR RESULTS
Monthly Overhead (all expenses)$0
Annual Overhead$0
Total Billable Hours / Year0
Break-Even Rate ($/hr just to cover overhead)
$0/hr
YOU SHOULD BE CHARGING PER HR
TO COVER ALL COSTS AND REACH YOUR INCOME GOAL $0/hr
TO COVER ALL COSTS AND REACH YOUR INCOME GOAL $0/hr
You Currently Charge—
Gap Per Hour (difference between what you charge vs. what you should)
—
Annual Profit Lost (money you're losing every year by undercharging)
—
CHANGE ORDER LOG
Track every verbal request and extra work — stop giving it away for free
LOG A CHANGE ORDER
Total Logged
0
Total Value
$0
Paid
$0
Unpaid / Free Work
$0
Your Change Orders
No change orders logged yet. Track your first one above.
MATERIALS WASTE TRACKER
See how much you're wasting on materials across your jobs
ADD MATERIAL ENTRY
Tip: Even if you can't return materials, track your waste. Patterns over multiple jobs will show you which materials you're consistently over-ordering.
Total Purchased
$0
Total Wasted
$0
Waste %
0%
Returned / Saved
$0
Your Material Entries
No material entries yet. Add your first one above.
OFFICE Overhead
Track every cost of running your business — so you can price jobs to actually cover them
Add Overhead Expense
Include all recurring and one-time costs to keep your business running
Monthly Total
$0
Yearly Total
$0
Weekly Cost
$0
Daily Cost
$0
Mon – Fri · 5 days/wk
Why this matters: Every dollar of overhead must be earned back through jobs. Your daily overhead cost tells you the minimum you need to bring in each workday just to break even — before you pay yourself a cent. Use the 🔨 Job Tracker dropdown to auto-add overhead costs to individual jobs.
Your Overhead Expenses
No overhead expenses logged yet. Add your first one above.
PROFIT AUDIT QUIZ
Answer honestly — find the hidden habits that are costing you money
Overall Leak Score: —
Your score reflects the percentage of these questions answered with the strongest (most profit-protective) option.
Live Profit Health Score
—
Answer questions to see your score