Know the margin before you bid, and watch it hold.
Set the firm's floor once — the margin you won't go under, how overtime is priced, the minimum billable day. Then price a role by working backward from the margin you want, and the bill rate falls out with overtime and travel already in it. Every job carries its contract value and its authorized ceiling, and the burn against it is read live, not reconstructed at month end.
This is the money side of a bid: the margin floor the firm sets once, the bill rate worked out from it, and the contract ceiling each job is held to.
This lived in a bid spreadsheet nobody could find the current version of — a rate typed in from memory, a margin guessed at, an overtime rule in one estimator's head. The contract value sat in a signed PDF, and how much of it was left got worked out by hand, late, when someone finally asked.
Open a job and its contract is a number the whole firm reads the same way: what was authorized, what has been billed against it, what remains, and the share consumed. A change order raises the ceiling on the record, with the reference and the amount, so the authorized figure is never quietly out of date.
What changes on the job.
Price from the margin, not the other way round
Enter the cost and the margin you want; the bill rate is worked out in the record with overtime, a minimum billable day and travel on both sides already in it.
One floor, every screen reads it
The margin you won't go under, the overtime multipliers, the billable-day rule — set once, and every price and every job's health is measured against the same numbers.
A ceiling the job is held to
Each job carries its contract value and its not-to-exceed. The burn against it — authorized, billed, remaining, and the share consumed — is read live off the record.
Change orders raise the ceiling on the record
A de-scope or an added scope moves the authorized figure with a reference and an amount attached, so the number the firm bills against is always the current one.
The pay side stays private
A rate is worked from the contractor's cost, but the cost itself and the margin are the firm's to see — a staffing manager prices work without ever seeing the pay behind it.
The math is in the record, not a cell
Every rate, margin and burn figure is worked out where the data lives, so two people never open two spreadsheets and get two answers.
The same margin, everywhere it matters.
The floor you set is not a note in a proposal — it is the number the pricing calculator, the job's health and the executive view all read. There is no second copy to fall out of date.
Standing a job up
A won bid becomes a job with the paperwork already lined up.
A charter, not a blank project
Turn an opportunity into a job with its value, its margin and its scope carried straight across.
Requirements and risks on the record
The things the job must satisfy and the things that could go wrong are written down where the work can be measured against them.
A kickoff that is logged, not remembered
The start of a job is a record with a date and a name, not a meeting someone thinks happened.
Seven screens, live from a real job. No account.
Put one of your jobs in it.
Thirty days, no card, your whole crew, every feature. A workspace with a job already in it. Exports and downloads switch on when you upgrade.
