We reconcile the work underneath it
Bank, card, vendor, and payroll activity is assigned to the right job before it becomes a decision.
Books for specialty trades
The weekly job-margin report your bookkeeper should be sending you.
CrewMargin keeps the books clean beneath the work and puts revenue, cost, and margin by job in your hands every Monday morning.
Built for HVAC, electrical, plumbing, roofing, concrete, and remodel contractors doing $500K–$5M.
Monday · 6:42 a.m.
Open jobs at a glance
Open revenue
$142,380
Across 8 jobs
Cost to date
$97,620
Labor + material
Weighted margin
31.4%
Up 2.1 pts
Riverside HVAC retrofit
Actual margin vs. estimate
24.6%
31.0% estimated On track
One job needs attention before the next material order.
Sample report · client details anonymized
The Monday report
A clear read on every active job before the week gets away from you.
Your report makes the job cost picture usable: what came in, what went out, what is left, and where the estimate is starting to slip.
We compare actuals to the estimate
Every open job gets revenue, direct cost, margin, and variance in a format that works from a phone.
You see the jobs that need a decision
A five-point fade flag turns a late surprise into an early conversation with the crew, vendor, or customer.
Client-owned QuickBooks
Your books are yours. Always.
We work inside your QuickBooks Online file as an accountant user. You keep the history, the access, and the ability to take your records wherever you need them.
No proprietary black box
Your CPA, banker, bonding partner, and future controller can work from the same clean source of truth.
Controlled access
Accountant-level access, reconciliations, and audit-ready records—not signatory control over your funds.
A clean handoff
Monthly close and a CPA-ready package keep tax work separate and organized.
The work beneath the report
Built for the way trade contractors run work.
The report is the product. Clean books, job structure, and timely close are what make it trustworthy every Monday.
Clean books
Reconciled bank and card activity, categorized transactions, and a dependable monthly close.
Useful job cost
The revenue, material, labor, sub, and overhead context needed to see a real job margin.
Owner-ready clarity
Practical reporting for crew decisions, vendor conversations, cash planning, and your CPA.
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The service framework
Choose the visibility your crew needs.
Pricing is a starting point for a fit conversation. We confirm transaction volume, job structure, and cleanup needs before engagement.
Core
Under roughly $1M revenue · under 150 transactions/month
$600 / month
- Monthly close by the 10th
- Job-level P&L each month
- Quarterly 30-minute review
- Tax-ready package for your CPA
Margin
$1M–$3M revenue · the flagship
$1,100 / month
- Everything in Core
- Monday job-margin report
- Profit-fade alert at 5 points
- Sub and vendor payables aging
- Monthly owner review
Command
$3M–$5M revenue · multiple crews
$1,800 / month
- Everything in Margin
- WIP and over/under billings
- 13-week cash forecast
- Crew and truck cost allocation
- Bank, bonding, and audit packages
One-time onboarding is $750. Historical cleanup is scoped separately at $1,500–$5,000 based on condition and volume.
Free Job-Margin Autopsy
Find the margin your P&L missed.
Bring your last three completed jobs. We’ll show you what each one actually made in a concise, decision-ready report.
- 1Tell us about your trade and recent jobs.
- 2We schedule a quick fit call and review the data needed.
- 3You receive a clear autopsy with the margin story.
Scope note
CrewMargin provides bookkeeping and management reporting, not tax, legal, or investment advice. We prepare organized, CPA-ready information and work alongside your tax professional; tax returns and tax positions stay with your CPA.