📊 Pipeline
🏖 Off Today
📢 Activity
| Job # | Job Name | Client | Status | Contract | Status Date | Sales Rep |
|---|
📋 Daily Logs
📊 Master Schedule
⏱ Clock In / Out
📊 Today
✏️ Log Time Manually
⏰ Weekly Overtime
📋 Time Log
| Employee | Job | Phase | Date | Clock In | Clock Out | Hours | Notes |
|---|
✏️ Edit Time Entry
Currently clocked in
📥 Import Financials from JobTread
Approved price, costs, labor & payments — matched by job number📊 Revenue Pipeline
💰 Job Costing — All Jobs
| Job ↕ | Status ↕ | Contract ↕ | Est. Cost ↕ | Actual ↕ | Variance ↕ | Margin ↕ | CO Impact |
|---|
Job Detail
📚 Search Reference Catalog
Real priced items from the national catalog — search, then one tap adds it (with real pricing) to Your Catalog below
📦 Cost Catalog
Reusable items for fast estimating — labor rates, materials, subcontractor pricing
🧾 All Invoices
| Invoice # | Job | Client | Type | Date | Due | Amount | Paid | Balance | Status |
|---|
👥 Customers
🏭 Vendors & Subcontractors
👷 Contractors
📁 Documents
📊 Reports & Analytics
📋 Purchase Orders
🧹 Job Data Cleanup
Review every job in your account and permanently delete any that don't belong — leftover test/import data, duplicates, anything that was never a real job created in JOBSMETRIX. This is a true delete, not an archive: it also removes the job's estimate, invoices, change orders, logs, and any SLA to-dos already generated for it.
🔗 PlannerXD Integration
Lets JOBSMETRIX push things (customer signed a proposal, SLA alerts, live dashboard numbers) into your PlannerXD Do First list and Weekly Pulse. Needs your PlannerXD account's own user ID — not your JOBSMETRIX login, a completely separate value from a separate account. To find it: open PlannerXD, look for your User ID (Settings/Account area), and paste it here.
🏢 Company Profile
This information appears on invoices, documents, and customer-facing output
Click to upload logo
📗 QuickBooks Connection
Connect this company's own QuickBooks account to enable Push to QuickBooks on invoices
💳 Stripe Connection
Connect this company's own Stripe account so customer invoice payments go directly to YOUR bank, not anyone else's
🧾 Invoice Defaults
Default settings applied to every new invoice
📈 Supplier Cost Adjustment
Company-wide default markup %, auto-applied whenever a catalog item is added to an estimate or job. Override any single item's markup on the catalog item itself, or right on the line item when adding it — this only sets the fallback.
⏰ Overtime Rules
Weekly hours threshold and premium multiplier used to calculate true labor cost from actual logged time. Ties into Labor Burden — overtime hours cost more than the flat burden rate.
👥 Team Members
Add team members and assign their roles. They sign in with their Google account to access JOBSMETRIX.
📥 Import Financials (JobTread CSV)
Update job financials from JobTread exports. Matches jobs by job number — customer names are ignored and never stored. Drop any of: Customer Orders, Vendor Bills, Time Entries, Customer Payments, Customer Invoices.