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Financials · Accounting
WorkProfits
The Financial Operating System for Trades.
Most field service and scheduling tools stop the moment the crew clocks out. WorkProfits picks up where operations leave off and runs the money side of your business end-to-end — from the first estimate to the final holdback release. Built on top of WorkSkedge as the single source of truth, WorkProfits turns your jobs, timesheets, POs, and price book into a live financial picture: what you've sold, what you've spent, what you can bill right now, and what you'll earn when the job closes.
Plan the money
- Estimating pipeline with proposal & change order tracking
- Fixed-price, T&M, and hybrid budgets with milestone or progressive billing
- Contract backlog & WIP reporting
- Revenue forecasting from approved + pending work
Track the money
- Real-time job costing across labor, materials, equipment, subcontractors, and other
- Burdened labor rates with 3-level override hierarchy
- PO lifecycle tracking (committed → received → billed → paid)
- Vendor credits, partial receipts, and multi-bill PO support
- Live budget vs. actual with profitability by job, work order, and category
Bill the money
- One-click progress invoicing with per-proposal and per-change-order allocation
- Automated billing readiness alerts when a job is ready to invoice
- AI-generated work summaries pulled from scope and field reports
- Customer PO lifecycle, holdback/retainage tracking, and statutory release scheduling
- Custom PDF themes, tax codes, and pricing waterfalls
- Direct invoice sync with WorkSkedge — no double entry
Know the money
- Project P&L with locked-cost audit trail
- Margin alerts, change order impact analysis, and 'Job Lost' tracking
- Role-based access: Full Access for finance, Tracker view for PMs
- Estimating → Active → Closed pipeline reporting
If WorkSkedge runs your field, WorkProfits runs your finances.