Daily Reports
Sales & Job Registry
Job Costing
WIP Schedule
Budget
Payroll Journal Entries
A-1 Contractors Inc · 2026
Budget 2026
5-year history · auto-calculated and manual entries
Budget detail Yellow = manual entry Blue = auto-calculated
5-yr avg × % of revenue
Import new year from QuickBooks P&L
Export a full-year P&L from QB as CSV, then import here
Step 1 — Export from QuickBooks
  1. In QuickBooks, go to Reports → Profit and Loss
  2. Set the date range to the full prior year (Jan 1 – Dec 31)
  3. Set Report Basis to Accrual
  4. Click Export → Export to Excel or Export to CSV
  5. Save the file and drag it below
⚠ The app matches rows by account number (4100, 5110, etc.) — zero-activity accounts are filled in automatically. No alignment issues.
Step 2 — Import the file

Drop CSV file here or click to browse

QuickBooks P&L export (.csv or .xlsx)

Budget scenarios
Compare outcomes at different revenue levels
to step
Budget analysis
Budget vs. actuals — import monthly P&L from QuickBooks
Key metrics
Break-even, overhead per day, salesperson allocations
Date ↕ Job # ↕ Client ↕ S/P Class Type Amount ↕ City Work
Carry-over jobs
Jobs that started in a prior year and are active in the current season
Sales reports
Revenue, sources, and salesperson performance
New daily report
Select report type to begin
Crew daily report
Omar · Sergio · Angel
Michael · Emmanuel · Oscar · Cesar
Driver daily report
Devin · Cesar (when hauling)
All reports
Review, edit, and approve submitted daily reports
Crews & roster
Default crew assignments — crew leaders can add/remove on each form
Active jobs
Jobs available for selection on daily report forms
Job costing
Cost vs. budget tracking for all active jobs
Active jobs
Click any job to open cost sheet
Job
Labor rates
Rates pre-fill new entries — changing a rate never affects historical hours
New payroll journal entry
Import QB payroll summary → auto-calculate → copy to QuickBooks
In QuickBooks: Reports → Payroll Summary by Employee. Set date range to the pay period. Export as Excel or CSV.
Step 1 — Import QB Payroll Summary
Drop Payroll Summary here
QB export (.csv or .xls)
Journal entry history
All saved payroll journal entries
WIP Schedule
As of —
Active jobs
Carry-over Completed this month Billed & closed
Reconciliation
WIP total vs QB billings — must equal $0
WIP journal entry
Accounts 1300, 2020, 4700 — dated last day of prior month
Salesperson WIP reports
Est. cost to complete — submitted by Dan, John, Kyle
Monthly snapshots
Saved WIP schedules by month
Payroll Hours Summary
Aggregated from daily reports — regular & OT hours per employee per pay period
Crew Daily Report
Job & Date
Time Sheet
Work Completed
Optional — describe tasks completed today
Materials
Optional — materials used or needed
Delays
Optional — anything more than 15 min
Photos
Tap to add photos
Notes
Driver Daily Report
Driver Info
Trips
Delays & Repairs
Add new job
Add change order
Apply raise to all employees
This updates the rate table for future entries only. All historical hours are unaffected.
Add job to WIP
Import current month billings
In QB: Reports → Sales by Customer Summary. Set date range to the current month only. Export as CSV.
Drop Sales by Customer Summary CSV
Monthly billing period only
Close month
This saves a snapshot of the current WIP, rolls billings forward (billings to date → previously billed, current month → 0), and starts a new period. This cannot be undone.