Records & Sync — Construction OS

Run the business here — it's written straight into QuickBooks. No double entry.

S-01Bidsestimate → client accepts → budget of record → invoice

Estimates

For *

Title

Valid until

Lines — price is what they see; cost is what you expect to spend (optional, becomes the job's cost budget)

#	Title / For	Total	Est. cost	Status

S-02The Money Loopinvoices · bills · payments — statuses flow back from QuickBooks

Money — Invoices & Bills

Bill to *

Due date

Lines — T&M itemized (22 machine-hrs @ 185 · 300 tn @ 18.50 …)

Vendor *

Job (for job costing)

Amount *

Due date

Description

Doc	Kind	Party	Job	Amount	Balance	Status

S-03Recordscustomers · jobs · vendors — synced two-way

Name *

Phone

Parent customer *

Job name *

Name *

Phone

Name	Type	Contact	Status

S-04Document Intakedrop a sub/supplier quote or invoice — AI proposes, you approve

Documents

Drag a PDF, Excel, CSV, or Word file here — quotes, invoices, receipts

File	Type	From	Total	Parsed by	Status

S-05Equipment & Internal Costyour iron, fuel, and crew — the 60–80% of job cost QuickBooks never sees

Machines

Machine	Rate $/hr	Hours	Hours $	Fuel $	Maint. $	Total $

Internal cost entries

machine hours · fuel · maintenance · labor — app-only, rolls into live job cost

Job *

Kind

Machine

Hours

$ (or blank = hrs × rate)

Memo

Date	Job	Kind	Machine	Hours	Amount	Memo

Field logs

crew's end-of-day reports — open the field page on a phone

Date	Job	Crew	Man-hrs	Loads	Machines	Notes

S-06Job Cost & WIPbilled vs total cost vs budget — the nightly question, answered live

Live Job Cost & Budget

billed vs total cost (A/P + internal) vs budget — QuickBooks alone can't

Job	Contract	Cost budget	Billed	Total cost	Unpaid A/P	Variance	Billing

Your books live in QuickBooks — every customer, invoice, and payment here is in your own QBO file. No lock-in: leave anytime and lose nothing.