Did we make money on that one?
You know the moment. A job wraps, somebody asks how it went, and you say "good, I think" — because actually answering means the proposal in one window, the receipts in another, the bank app on your phone, and arithmetic you don't fully trust.
Signed jobs now have a Financials tile. One page, four numbers across the top:
Contract · Collected · Spent · Net profit.
What's on it
The contract, broken out. Original proposal, then every signed change order with its own amount and signing date, then the total. Below that: invoiced, collected, what's still clearing, and what's outstanding. If a client overpaid, it says Overpaid instead of showing you a negative number and making you work it out.
A real P&L. Money in on top. Money out below it, split six ways — materials, labor, permits, dump, tools, other — each with the number of receipts behind it. Then total spent, net profit, and your margin.
Who you paid. The last table is every name you wrote a labor receipt to on that job: how many payments, the span of dates, the total. Sub, day guy, helper — all of it in one place instead of scattered across a stack of receipts.
Take it with you
Four buttons at the top:
- Download PDF — the whole statement under your business name and logo. Partner, lender, or your own files.
- Expenses CSV — every expense with its category and how much of it landed on this job.
- Payments CSV — every payment with its invoice, method, and check number.
- Print — straight to paper, without the buttons.
Both spreadsheets contain exactly what the page counted, so the file always adds up to the document. Your bookkeeper won't have to ask you why the totals differ.
Two things it does on purpose
Money still clearing the bank isn't counted as collected. Card payments land the same day; bank transfers take a few days and can still bounce. Counting one as profit before it settles would make the number look better than the job did, so it sits on its own line until it's real. It's the one place this page reads lower than the Payments tile.
Spend counts what this job used, not what you bought. Five sheets of waterproofing, four used here — this job wears four. The fifth is still yours.
Who sees it
Owners and admins. It's the only screen that puts the sell side and the cost side together, so sales keep their proposals and crew keep their tasks.
The tile stays locked until a job is signed. A profit-and-loss on a job nobody agreed to is a statement about money that doesn't exist yet.
Labor receipts with no name on them collect in a row called Unattributed. Open the receipt, add the vendor, and it moves onto its own line. Names are matched exactly — BidCraft won't guess that "Dave" and "Dave Martinez" are the same person and quietly merge somebody's pay.