FREE WORKING GUIDE

End the week with
a clearer job picture.

Bring the agreed estimate, recent supplier bills, crew-cost records, remaining quotes, change approvals and invoice/receipt register.

Update the cost to finish
Record cumulative costs incurred, including unpaid bills. Paid cost is a subset of incurred cost. Add the remaining commitments and other costs still expected, including any unspent contingency.
Forecast job cost = incurred + remaining committed + other remaining. A bill must not appear in both incurred and remaining.
Resolve changed scope
Review every proposed extra and credit. A proposal is not agreed revenue. Record an approval reference only after obtaining the approval outside the app. Add only the cost adjustment not already in your forecast.
Separate profit from collections
Expected profit = agreed price + approved price changes − forecast job cost − allocated overhead. This is a model before taxes and omitted costs. Receipts less paid job costs is a different cash-movement measure.
Check unbilled contract value against the agreed milestones, then follow up overdue recorded invoices. A balance is not an instruction to invoice early.
Record a decision
Write what changed and one action with an owner and due date. Save the review against the same date as the cost forecast. Compare next week, then use the closeout lesson in the next estimate.

Practice with a sample bathroom job

Increase a remaining cost and watch expected profit change. Keep the next action beside the numbers.