Three sections, one window. Money in: invoiced, collected, outstanding and overdue, and approved change orders. Crew payouts: surplus paid to crews, shortfall, what crews are still carrying, hours logged. Sales payouts: sales, and commissions earned, paid and owed. Pick 30 days, 90 days or 12 months; what's true today — outstanding, carried, owed — stays put. Each section links to its tab.

Invoices for whoever can see invoices; Payroll and Crew payouts for whoever manages pay or approves hours; Sales payouts for admins and sales managers; Hour approvals for admins and project managers; Bills, Divisions and QuickBooks, where an account has them, for admins, project managers and sales managers. A sales rep sees the Overview and Invoices, and only money in. A tab you're not allowed is not there, and its numbers are left out of your Overview — the figures are added up on the server for the person asking.

The Invoices tab is Invoicing: invoices built from the estimate and the payment schedule, sent as a link, payments recorded however they arrived, and corrections that leave a record. Every invoice is grouped by job with what's paid and what's still due. If your books live in QuickBooks, QuickBooks Online keeps them matched.

Every approved change order counts on the Overview the week it's approved — and on the job it raises the revised contract on the Budget & margin card, so the extra work is billed and its cost is budgeted. A change order only reads Paid once every invoice it produced has cleared.

The Payroll tab pays everyone — crew, crew leads, sales, office, owners — from the hours approved here. Each pay run is one period: approved hours with overtime, salaries, commissions owed, approved time off, and any back pay or step bonus from a raise given on the Progression tab, worked out to the cent with what each person costs you. Progression shows everyone by position on their raise path, with the steps that have come due waiting for Give raise or Decline. It calculates; you or your payroll service pay and file. The whole of it is on Payroll.

For crews on hourly pay with a shared surplus, every finished job books its result. Crew payouts puts any shortfall waiting on a decision at the top — who carries it, the crew or the company, and why — then each crew's jobs, surplus earned and paid out, shortfall, what the company absorbed, and the crew balance.

Under the ledger, hours and labour cost for every crew: the days each crew worked priced at its own rates, what they were paid, and the gap between them. Crews on day rates with shared surplus are priced the same way, so every crew reads on one table.

Sales payouts is the commission ledger: totals, each rep's default rate, what they've sold, what's owed and what's paid, then every sale with its rate and status. Switch on Credit the rep when the customer signs and a signed contract adds its sale for the rep on the pipeline card, at their default rate, once per contract. Commissions are worked out once, in cents; a rate change applies to new sales only, and a paid commission is voided, never quietly edited. Sales managers can read it; reps can't.

When a pay run is approved, its hours lock — and so do the progression back pay and step bonuses it picked up; void the run and they're freed for the next one. When it's marked paid, the commissions it carried are marked paid in Sales payouts and the PTO people earned is added to their balances — one step, so the ledger and the payroll can't disagree about what's been paid.

Timesheets and expenses from the crews and subs, and time-off requests, land in Hour approvals, grouped by job. Under each job's name its hours are split — Job 62h · Drive 0h · Office / Shop 0h — and every line names who logged it and the stage, by the job's own stage name. Approve them one at a time or a whole job at once. Only approved time reaches the pay runs and the job's labour cost, and approving is limited to admins and project managers. Drive and shop hours are explained on crew time categories.

On each job, the Budget & margin card shows the contract, approved changes and the revised contract, what's been invoiced and collected, then cost by phase: budget, committed (what purchase orders promised), actual (materials delivered, labour at what people are paid, approved expenses), projected and variance — and the projected margin. Closed, its tags still say it: margin, phases over budget, what's not billed yet. More on job profit, estimate against actual.

An account that runs an in-house division — HVAC, dirt work — beside the building business can switch on three more tabs. Bills holds outside subcontractor bills and every payment against them, kept the same here and in QuickBooks; recording a payment never sends money, and it only reaches QuickBooks once it's marked sent. Divisions shows each division's margin on the work it agreed to price, and the company's margin with the internal price left out. QuickBooks says who posts what, whether the sync is healthy and what needs a look. The Overview adds Money out — sub bills and Divisions sections. Only admins, project managers and sales managers see them, and an account that hasn't switched them on sees no change. More on vendor bills synced with QuickBooks and internal division commitments.