Costs & Financials
Go beyond the invoice. See the cost of the work.
An invoice shows what you charged. It doesn't tell you what the job cost. Review labor, materials, equipment, and expenses recorded against each job, identify missing costs, and prepare invoices with a clearer picture of the work.
JOB COSTING
See what's behind the job total.
Hours on the job. Materials delivered. Equipment put to work. See how recorded costs add up, and dig into the details behind each number.
Labor and equipment
Review labor hours and equipment entries from the Job Work Log, alongside costed equipment usage. See how recorded time, quantities, and rates contribute to the job's cost.
Materials, expenses, and other costs
Review recorded job materials, expenses, contractor hauling, and allocated company costs where those sources are available. Open the details to see where each cost comes from.
Cost totals reflect recorded, costed entries available to your account. Unrecorded work and inaccessible sources are not included.
FINANCIAL REVIEW
Know when your numbers need a closer look.
A recorded work session doesn't always mean its cost is included. Check work that still needs costing, review missing rates where supported, and put projected results in perspective before making decisions.
Find work still waiting on a cost.
Review recorded equipment sessions and hauling entries that haven't been costed yet, so you know what needs attention before relying on the job total.
See when a rate needs attention.
Review missing-rate indicators for supported labor and equipment entries. Check the source records to understand the rates and quantities behind the figures.
Keep projections in perspective.
Compare recorded costs, billed amounts, and payments in Financial Overview to get a clearer picture of how each job is performing. Projected results depend on the information recorded so far and aren't a guarantee of final profit.
CUSTOMER BILLING
Choose what gets billed. Keep track of what's paid.
Bring eligible job costs into your invoice, review what your customer will be charged, and stay on top of payments and outstanding balances.
Bill for the work you choose.
Bring available billable job costs and supported material sales into an invoice. Review the details, adjust the selected lines, and decide what belongs on the bill before sending it.
Know what's been paid and what's still owed.
Keep invoices and recorded payments connected to the job. Review customer balances and see what's outstanding without digging through disconnected records.
FINANCIAL OPERATIONS
Your books don't tell the whole job story.
JobAxis keeps the work behind your costs within reach, with tools for company expenses, bills, and banking records where available. Get a clearer view of your operation without having to abandon your existing accounting process.
Follow costs back to the work.
Review the work logs and available source records behind your job costs. Understand what was recorded and where the numbers came from before making billing decisions.
Use the financial tools that fit your business.
Manage company costs, bills, and banking records where available. Use the tools that support your operation alongside your existing accounting process.
JobAxis supports operational financial records. It does not replace professional accounting advice or every function of a full accounting system.
Features and availability vary by plan. Compare plans to see what's included.
A few practical questions.
Is an invoice total the same as job profit?
No. An invoice shows what you charge. Recorded costs show what has been entered against the job. Projected results depend on the recorded revenue basis and available costs, so the invoice total alone doesn't tell you the job's profit.
Does recorded time or equipment use automatically count as a job cost?
Not always. Work-log labor and equipment costs depend on recorded hours, quantities, and rates. Equipment sessions and hauling entries can still be waiting for costing. Review missing-rate and uncosted-work indicators before relying on totals.
Does importing billable work automatically send an invoice or collect payment?
No. Importing prepares selected invoice lines for review. You can edit or remove lines before saving. Sending the invoice and recording or collecting a payment are separate actions; payment-service availability depends on the configured integration.
Which financial tools are included in each plan?
The current catalog below shows invoicing, Job Work Log, and accounting availability. Other cost sources have their own plan and permission requirements. Compare plans for the complete feature list.
Try it on your next job.
See how JobAxis brings your jobs, costs, and billing together.
Request a demo or ask about a free trial · Compare plans · All Features