You're guessing on margins
You look at the bank balance and assume things are fine. Meanwhile, one job is quietly eating the profit from the last three.
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Know if you're making money on every job
The business dashboard for contractors who don't need enterprise software. Job costing, bids, crew management, and license tracking — all in one place.
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Good morning, Mike
Wednesday overview
Active jobs
6
3 upcoming
Open bids
4
$31.2K potential
Outstanding
$18.4K
5 invoices
Revenue this month
$42.7K
↑ 12% vs last month
Needs attention
Invoice #1042 · 18 days overdue
Estimate awaiting reply · 7 days
Job has no crew scheduled
Revenue trend
AprMayJunJulAugSep
Job pipeline
4
Bids
2
Won
6
Active
5
Awaiting pay
Dashboard
Built for the contractor who wears every hat
You're the estimator, the project manager, and the one on the job site. You shouldn't need a $500/month platform just to know which jobs are profitable.
Change orders disappear
Extra work happens. It doesn't get billed. By the time you notice, the client's already moved on and you've absorbed the cost.
Spreadsheets stop scaling
The Google Sheet worked at two jobs. At five, nobody updates it. At ten, you're making decisions on numbers that are weeks old.
Everything you need. Nothing you don't.
Nine tools that replace your spreadsheets, sticky notes, and the filing cabinet in the truck.
Smart Bid
See which past job this one looks like before you send a number. Smart Bid surfaces the job that ran closest to this bid and how it actually performed. It also flags what's exposed in the bid itself — material share, margin thinness, and how long your price sits before work starts — as separate readings, not one score that averages a real problem into a green light.
Job costing
Budget vs. actual on every active job. The moment spending gets ahead of progress, you see it — not 30 days later when the invoice hits QuickBooks.
Workforce
Know who's on which job, who's available, and what certifications they carry. Track utilization so your best people aren't sitting idle.
License tracking
Every license, every state, every expiration date. Automated email alerts at 90, 60 and 30 days so nothing lapses while you're busy.
Compliance & risk
Single-person dependency alerts, succession planning for qualifiers, and change event logging when key people leave or transfer.
Safety & OSHA tracking
Log incidents, track your TRIR, and keep your OSHA recordkeeping audit-ready — without a separate safety platform. One bad year on paper can cost you your next bid; this keeps you ahead of it.
Insurance policy tracking
Know which policy governs each job — OCIP, CCIP, or your own — from the bid forward. It carries into the job automatically and shows up when you log an incident, so nothing gets filed under the wrong carrier.
Invoicing & AR
Invoice from your job costs, track partial payments and retainage, and see exactly who owes you what and for how long. AR aging that tells you which client to call today.
Works offline
Log time and pull up job details with no bars. Rural sites, metal buildings, dead zones — the app keeps working and syncs the second you're back on signal. No lost hours, no re-keying from a note on the dash.
See it in action
Bid the job, run the job, and find out what it made — three screens that carry a job from proposal to profit.
Cooling Tower Changeout — Bid 2026-031
Created by — on Aug 8, 2026
Subtotal
$109,460
Markup 20%
$21,892
Bid total
$131,352
| Description | Type | Qty | Unit | Unit Cost | Line Total |
|---|---|---|---|---|---|
| Cooling tower 300 ton | Material | 1 | ea | $68,000 | $68,000 |
| Structural steel modifications | Subcontractor | 1 | ls | $12,500 | $12,500 |
| Crane | Equipment | 3 | day | $2,400 | $7,200 |
| Install and piping labor | Labor | 320 | hr | $68 | $21,760 |
Job type
Equipment changeout
Smart Bid
Comparable jobs you've already run, ranked by similarity
2026-014 · RTU Replacement — Phase 2
Equipment changeoutSame type
Redstone Medical Office
28.0%
Projected margin
$148,500
Strong match
91%
Use this bidWhy it performed
2026-002 · Split System Replacement
Equipment changeoutSame type
Decatur First Church
14.9%
Final margin
$21,500
Good match
76%
Use this bidWhy it performed
Step 1Bid it
Bid with the confidence of your own history
Build the estimate line by line, then let Smart Bid pull up the jobs you've already run that look most like this one — same job type, same shape of work — ranked by similarity and shown with the margin they actually finished at. You're setting markup off your own numbers instead of guessing.
RTU Replacement — Phase 2
ActiveEquipment changeoutJun 15, 2026 — —OverviewPlanner
TimelineCrew
Contract
$148,500
Phase Budget Total
$114,000
4 phases
Forecast Finish
Sep 16, 2026
33 days late
Phase budgets total $114,000, which is $7,000 above the job budget of $107,000. That is fine while you are still breaking it down — it is here so the two numbers don't drift out of sight.
Phase timeline
CompleteProcurement and rigging prep01-PRO
Unassigned
Jun 15 — Jun 30, 2026
Forecast Jun 29
96%
$43,400 / $45,000
CompleteSet units02-SET
Unassigned· After Procurement and rigging prep
Jul 1 — Jul 14, 2026
Forecast Jul 13
100%
$16,600 / $16,500
CompleteDuctwork and electrical03-DEL
Unassigned· After Set units
Jul 15 — Jul 28, 2026
Forecast Jul 28
96%
$19,700 / $20,500
In progressControls and startup04-CTL
Ray Calloway, Luis Ortega· After Ductwork and electrical
Jul 29 — Aug 14, 2026
Forecast Sep 16
66%
$21,000 / $32,000
Running behind — progress is 34% short of how much of the scheduled window has already elapsed
Step 2Run it
Know you're behind before the client does
The planner tracks every phase's budget against actual burn and its schedule against real progress. When a phase starts slipping or a crew gets double-booked across two jobs, it's flagged on the timeline — not discovered at the final walkthrough when there's nothing left to do about it.
OverviewReceivablesCost entriesOverheadMonthly close
6 months12 monthsAll time
Earned Revenue
$475,175
Work completed, cost-to-cost
Gross Profit
$105,475
Net Profit
$40,715
Collected
$218,950
Cash actually received
Outstanding AR
$91,800
Invoiced but not yet collected
Cash Flow
-$215,510
Collected minus cash out
Earned revenue & margin trend
Revenue is earned work, not what was billed
Earned revenue Margin
Step 3Know if you made money
Revenue you've actually earned, not just billed
Financials use the cost-to-cost method, so earned revenue reflects the work that's genuinely complete — not whatever happened to get invoiced this month. You can see whether a job is profitable while it's still running, and see collected cash and outstanding AR next to it.
Your brand, not ours
Every contractor using Crew & Cost gets their own logo and company name on their dashboard, their bids, and their invoices. Clients see your business, not ours. No software watermark, no “powered by” line on documents you send out.
Palmetto Mechanical
Palmetto Mechanical
Why we built this
Thirty years in manufacturing teaches you one thing above everything else: you can't improve what you don't measure.
On a plant floor, cost per unit is visible every single day. If a line starts running over, you know that shift — not next quarter. That visibility is the whole foundation of Lean, and it's why manufacturing got relentlessly better at margin over three decades.
Construction never got that. A contractor finishes a job, waits for the invoices to trickle in, and finds out two months later whether it made money. By then the next three jobs are already bid — priced off a gut feel that may or may not have been right.
We didn't build Crew & Cost because we know your trade better than you do. You know your trade. We built it because the measurement discipline that transformed manufacturing never made it to the job site, and small contractors got the worst of that — the enterprise platforms priced them out, and the spreadsheet stopped scaling around job five.
That's the whole idea. Know your numbers while the job is still running, not after it's closed.
Simple pricing. No surprises.
One plan, everything included, and three users before you pay a cent extra.
Crew & Cost
$49/month
Includes 3 users · $10/month per additional user
Everything included. No tiers, no feature gates.
- Unlimited jobs and estimates
- Job costing with budget vs. actual
- Company P&L with monthly close
- Multi-state, county and municipal license tracking
- Crew profiles and certification tracking
- Safety incident and OSHA tracking
- Photo and document attachments
- CSV import and export
No credit card required
A six-person shop pays $79/month. Most contractor platforms charge that per person.
Common questions
Stop guessing. Start knowing.
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