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Find where your margin is slipping
Compare what you quoted against what the finished jobs actually took, and show the evidence behind every proposed change.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
You quote a ducted install off a template you wrote a while back, and it still says five hours. Three jobs later it has taken nine every time, and the supplier has moved the price on two of the parts since. Nobody has time to go back through completed jobs and timesheets to work out which templates are quietly costing you, so the same numbers keep going out the door.
What it does
You point it at a set of jobs, like your ducted installs, and it compares what you quoted against what the work actually took. It reads the completed jobs and the labour recorded against them, checks your quote templates, and looks at the supplier prices you have approved as a source, noting when each one was last updated. It separates a repeating pattern from a single job that went bad, so a bad week does not get read as a pricing problem. Then it prepares a review with each proposed change sitting next to the jobs, hours and price sources it came from, and it stops there.
- You name the work You choose the job type or template set you want looked at.
- Quoted against actual It compares quoted labour and materials with what the finished jobs recorded, step by step.
- Prices checked and dated It reads your approved supplier sources and shows when each price was last current.
- Review pack, nothing applied Every proposed change goes to whoever sets your prices, with its evidence attached. No template is touched.
You ask for the money picture. It hands one back.
You ask in WhatsApp
Today
It hands back
REVIEW PACK · DUCTED
Ducted-install margin review
- ✓Compared quoted and recorded labour by job step
- ✓Checked current supplier sources and their dates
- ✓Separated repeated variance from one-off jobs
Templates checked84
Needs review3
Held for approval3
TemplateQuotedActualFlag
12.5kW ducted18h26hLabour
7kW split install$780$946Parts
Zone upgrade4h4.2hOK
A margin review linking each proposed change to completed jobs and current supplier evidence.
Illustrative example. Names, numbers and records are made up.
What changes for the business
A short, evidenced review of where your quoting and your finished jobs stop agreeing, ready for the person who sets prices to act on.
- Evidence instead of a hunch
Every proposed change points back to the jobs, hours and price source behind it, so it can be argued with.
- Patterns separated from bad weeks
Repeat variance and one-off jobs are shown apart, so you are not repricing off a single job.
- Missing data is named
Jobs without timesheets or comparable history are flagged as gaps, not quietly averaged into a number.
What it is connected to
It reads your job system and your books.
These are the systems this office job usually touches, not a required stack. Money office jobs get mapped especially carefully. We confirm your systems, what the agent may read and what it may never change, in writing, before it runs.
- ServiceM8 or Simpro Completed jobs, quote templates and the labour recorded against each job.
- Timesheets The hours actually worked against the hours quoted.
- Your supplier price lists Read as a dated source, whether they arrive as a file, an email or a portal export.
- Xero Where the supplier bill is the honest record of what a job's materials cost.
- Your email The supplier price updates that never make it into the templates.
- WhatsApp Asking for the review and getting the pack back.
The boundaries come with the office job
It prepares the money work. It never moves the money.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doIt does not change your prices. No quote template, rate or price list is edited by the agent, ever. It prepares the evidence and hands it to whoever sets your prices. If the timesheets, costs or comparable jobs are not there, it says so instead of filling the gap with an assumption.
- Trigger
- The owner requests a review, or an agreed scheduled review becomes due.
- Reads
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- Completed jobs and timesheets
- Quote templates
- Approved supplier catalogues
- Writes
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- Margin review
- Evidence pack
- Draft template changes
- Approval
- No quote template or rate changes until the pricing owner approves them.
- Stops when
- The agreed job set and supplier sources have been checked and every recommendation has evidence.
- Exception path
- Missing timesheets, costs or comparable jobs are flagged rather than filled with assumptions.
- Audit evidence
- Each finding links to the jobs, labour entries, supplier source and source date used.