Pipeline (proposed + approved)
$0.00
Contracted — not revenue yet
$0.00
Invoiced revenue (ex-tax)
$0.00
Dashboard GP
$0.00
Jobs on this list 0
| Job code | Customer | Project | Quote | Invoice | Status | Total | GP |
|---|
Stale — reload. Incoming save is older than the copy on this machine. Not overwritten.
Upload manufacturer invoice
Wholesale Cabinets parser — PDF, Word, CSV, or text. Cabinet lines load at 35% markup. You play with markup, labor, fees, discounts, and tax.
Drop the manufacturer invoice here
PDF, Word (.docx), CSV, or text — or click to browse
PARSED — cabinet lines found
Markup will be set to 35% — adjust after loading.
Cabinet lines
| Description | SKU | Qty | Unit cost | Mk % | Net | Sell |
|---|
Labor
| Name / role | Wage $/hr | Hours | Customer rate | Cost (burdened) | Billed |
|---|
$40 is the wage, not the job cost and not automatically the customer rate. Cost = hours × wage × (1 + burden%). Billed = burdened × (1 + labor markup), or the customer rate you type. Underneath, the job is still costed at the burdened wage.
Optional fees
| Fee | Amount | Taxable (rides on product) |
|---|
No separate G&A on the invoice — overhead is in markup. A fee that rides on product is taxable.
Pricing waterfall
Job settings
—
35% markup on cost is a 25.93% product margin — not the same thing. For a 35% margin, sell = landed cost ÷ 0.65. Vendor discount reduces cost only, and only if the vendor invoice is actually reduced. Tax is destination-based; 8.7% is Cañon City proper (CO 2.9 + Fremont 2.5 + city 3.3). 1% street surcharge inside the city rate expires 12/31/2026. Confirm for the install address. Custom: labor is in the taxable selling price. Ready-made: separately stated install can be nontaxable.
Job margin
History
Last 25 saves. Restore writes a new version — history is never rewritten.
Customer copy — no cost, burden, or margin.
This reconciliation is locked.
Vendor invoice lines
Paste or type: description, qty, unit cost — comma, tab, or space-separated. Compared to this job’s cabinet lines.
| Description | Qty | Unit cost | Ext. cost |
|---|
Qty & cost variance
| Item | Quote qty | Vendor qty | Quote cost | Vendor cost | Qty var | Cost var |
|---|
Final — quoted vs actual
Management worksheet — not the books of record. One entity. Revenue = invoiced jobs only (invoice date), never tax. Contract is not revenue until invoiced. Principal is a cash / financing note, not an expense. GitHub will be the multi-user store.
Company P&L · rolling 3 months
Versus v0719
- His: contracted quotes count as revenue. Ours: invoice date only.
- His: COGS is cabinet + freight plug. Ours: cabinet + freight-in + burdened labor.
- His: principal reduces net income. Ours: interest only; principal is a cash note.
- His: dashboard GP = revenue minus cabinet cost. Ours: GP after full COGS.
- Same opex labels and default monthly numbers so the sheet feels like his.
Balance sheet worksheet
As of