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I will setup quickbooks contractor construction job costing invoicing crm
CRM and Estimating Software Specialist QuickBooks, iRoofing, PlanSwift
⭐⭐⭐⭐⭐ "She set up our estimating and job costing system in days no more messy quotes or lost invoices."
Certified specialist helping contractors, roofers, and heating engineers fix messy estimating,...
About this Gig
STOP LOSING TRACK OF WHICH JOBS ARE ACTUALLY PROFITABLE
I set up QUICKBOOKS for contractors and construction businesses with proper job costing, progress invoicing, and CRM integration so you know exactly where every dollar goes.
WHAT YOU GET
- Custom chart of accounts
- Job costing by project
- Progress billing setup
- Subcontractor tracking
- CRM to QuickBooks sync
- Bank feed automation
- WIP reporting basics
- 1099 prep tracking
- Cost code structure
- Tax-ready categories
PERFECT FOR
- General contractors
- Subcontractors
- HVAC and roofing companies
- Remodelers and builders
- Construction firms scaling past spreadsheets
HOW IT WORKS
- Message me or select a package
- Send access to your QuickBooks/CRM
- I build your setup within the delivery window
- Get a full walkthrough of everything configured
Not sure what you need? Start with my $10 Quick Start diagnostic first.
PLATFORMS I WORK WITH
QuickBooks Online · QuickBooks Desktop · Buildertrend · JobNimbus · Procore · Jobber · Housecall Pro · ServiceTitan · CoConstruct · Knowify · Zoho CRM · HubSpot · Zapier · Make.com · AccuLynx · Contractor Foreman · JobTread · Xero · Wave · Gusto
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Quickbooks
FAQ
Can you set up job costing if I already have a QuickBooks Online file?
Yes, I can add job costing structure to an existing file without disrupting your current records. Message me to discuss your setup.
Do you handle progress billing and retainage tracking for contractors?
Yes, progress billing and retainage tracking are included in the Job Costing Pro and Full CRM Build packages.
Which construction CRMs can you integrate with QuickBooks?
Buildertrend, JobNimbus, Procore, Jobber, and AccuLynx are all supported for CRM integration.
Will I get WIP reports for my active projects?
Basic WIP reporting is included in the Full CRM Build package. Message me if you need advanced WIP schedules.
Do you also fix messy QuickBooks files for contractors, or only new setups?
Both I handle quickbooks cleanup for contractors as well as fresh setups. Let me know your current situation before ordering.
